Bilingual Appointment Setter / Virtual Assistant

Soft Tax Pro; Colombia; A distancia; COP 22.128.000 - 31.515.000; Jornada completa

Descripción de la vacante

Soft Tax Pro is a U.S.-based company providing tax software and services. We are hiring a Bilingual Appointment Setter / Virtual Assistant to work remotely from Latin America, fluent in English and Spanish, and aligned with U.S. Eastern Time business hours.

You will contact leads, qualify prospects, schedule appointments, and support the sales team. This long-term remote role offers growth opportunities as you learn products and processes while meeting performance targets.

Formación

• Fluent in Spanish and proficient in English (B2+).
• Skilled in phone conversations and professional communication.
• Experience with lead qualification and following sales scripts.

Responsabilidades

• Contact leads who showed interest in products and services.
• Make outbound follow-up calls daily.
• Communicate professionally in English and Spanish.
• Qualify leads using scripts and processes.
• Ask questions to understand each prospect's needs.
• Schedule qualified appointments for the sales team.
• Confirm appointments and follow up with no-shows.
• Maintain notes and activities in the CRM.
• Learn our products, services, and sales process.

Conocimientos

Fluent Spanish

B2+ English

Phone skills

Lead qualification

CRM familiarity

Descripción del empleo

Bilingual Appointment Setter / Virtual Assistant – Remote Latin America

We are hiring remote candidates located throughout Latin America. Applicants must be fluent in English and Spanish and available to work U.S. Eastern Time business hours.

About Soft Tax Pro

Soft Tax Pro is a U.S.-based company providing professional tax software, training, business tools, and support to tax professionals across the United States.

Our mission

Building Better Tax Businesses™, and as we continue to grow, we are looking for a motivated Bilingual Appointment Setter / Virtual Assistant to join our team.

This is a long-term remote opportunity for someone who enjoys communicating with people, is interested in sales, and wants the opportunity to grow professionally within our company.

What You'll Do

• Contact leads who have shown interest in our products and services
• Make outbound follow-up calls daily
• Communicate professionally with prospects in English and Spanish
• Qualify leads using our scripts and processes
• Ask questions to understand each prospect's needs
• Schedule qualified appointments for our sales team
• Confirm appointments and follow up with no-shows
• Follow up consistently by phone, SMS, WhatsApp, and email
• Maintain accurate notes and activities in our CRM
• Learn our products, services, and sales process

Who We're Looking For

• Fluent Spanish and B2+ conversational English
• Confident speaking on the phone in both English and Spanish
• Strong communication and listening skills
• Comfortable making outbound calls daily
• Organized and consistent with follow-up
• Coachable, dependable, and eager to learn
• Interested in developing a career in sales
• Comfortable working with goals and performance metrics
• Previous experience in appointment setting, customer service, call centers, telemarketing, lead generation, or sales is preferred.
• Experience in the U.S. tax industry is not required. Training on our products, services, scripts, systems, and processes will be provided.

Remote Work Requirements

• Stable high-speed internet
• Quiet and professional workspace
• Availability to work Monday through Friday on a schedule aligned with U.S. Eastern Time

Compensation

$6 USD per hour + performance incentives

This is a full-time schedule under a remote contractor arrangement.

We are looking for more than someone to complete administrative tasks. We want to find and develop someone who has the potential to become an important part of our sales team.

You will begin by learning our products, communicating with prospects, qualifying leads, following up, and scheduling appointments.

As you develop your product knowledge and sales skills, there will be opportunities to take on additional sales responsibilities.

Advancement is based on performance, product knowledge, communication skills, reliability, and demonstrated sales ability.