Our client, a growing organization in the professional services space, is seeking a highly motivated Appointment Setter to support their business development efforts. This role requires strong communication skills, attention to detail, and experience in lead qualification and scheduling appointments. If you have a track record of success in outbound calling, CRM management, and appointment setting, we encourage you to apply.
Location: Fully-Remote (Work from Home), 9 AM - 5 PM EST
Key Responsibilities
Outbound Calling & Lead Qualification – Dial contacts from provided lists, validate information, and qualify potential leads based on set criteria.
Contact Research – Visit company websites to identify key decision-makers and gather accurate contact information.
Appointment Scheduling – Book qualified appointments with prospects and ensure all details are properly documented.
Proposal Review & RFP Support – Assist in reviewing proposals in response to RFPs, ensuring alignment with client needs and submission best practices.
CRM Management – Utilize HubSpot to track leads, update contact details, and manage follow-ups.
Follow-Up & Lead Nurturing – Maintain consistent follow-up efforts via phone, email, and LinkedIn to engage and convert leads.
Email Copywriting – Use AI tools like ChatGPT to craft targeted cold email campaigns tailored to educators and school decision-makers.
Data Accuracy – Ensure all lead details, validation, and status updates are accurately entered into the CRM.
What Success Looks Like
Consistently meeting or exceeding appointment-setting targets.
Accurate and updated lead tracking in CRM systems.
High-quality leads that meet qualification criteria and result in successful appointments.
Timely and professional communication with prospects, maintaining a strong pipeline.
Proactive lead research and validation that improves outreach efficiency.
Qualifications
Experience
1+ years of experience in appointment setting, lead generation, or outbound sales, preferably in selling to school districts, afterschool programs, or educational organizations.
Outbound Calling Proficiency
Comfortable making high-volume calls and engaging decision-makers.
Fluent English
Excellent verbal and written communication skills for effective prospect engagement. (Spanish fluency is highly preferred but not required.)
Tech-Savvy & Detail-Oriented
Experience using HubSpot or other CRM systems for lead tracking and pipeline management.
Research Skills
Ability to find and validate contact information from company websites.
Resilient & Self-Motivated
Strong ability to handle rejection, stay persistent, and continuously improve performance.
Opportunity
This is an exciting opportunity to play a key role in a growing company’s sales pipeline. You will have the chance to drive lead generation, connect with decision-makers, and contribute to business growth. If you are a goal-driven individual with excellent appointment-setting skills, we encourage you to apply!
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