learntastic

Appointment Setter

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At a Glance

Experience
1–2 years

Key Requirements

Required Skills

CRMSalesforce

Domain Knowledge

  • Construction
  • Education
  • Healthcare
  • Regulatory

Requirements

Proficiency with CRM software (e.g., Salesforce, HubSpot) and basic computer skills.

Responsibilities

Make outbound calls, emails, and follow-ups to prospective and existing customers.

Qualify leads and schedule appointments for the sales team based on set criteria.

Maintain accurate and up-to-date records of all interactions in the CRM system.

Handle objections and rejections professionally and persistently.

Understand company offerings to clearly articulate value propositions to potential clients.

Coordinate with sales executives and other departments to ensure a seamless client experience.

About the Company

We are looking for a motivated and enthusiastic Appointment Setter to join our growing team. The primary responsibility of the Appointment Setter is to contact potential and existing clients via phone, email, and messaging platforms to schedule appointments for our sales team. The ideal candidate should have excellent communication skills, persistence, and a positive attitude.

Key Responsibilities:

Make outbound calls, emails, and follow-ups to prospective and existing customers.

Qualify leads and schedule appointments for the sales team based on set criteria.

Maintain accurate and up-to-date records of all interactions in the CRM system.

Handle objections and rejections professionally and persistently.