Appointment Setter

Universal Business Team; Stafford; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Profit sharing bonus

Company vehicle or car allowance

Free daily lunch

Additional holiday days (up to 5)

Opportunity to shape appointment‑setti

Job summary

Universal Business Team is seeking an Appointment Setter in a hands-on office-based role in Stafford. You will generate opportunities, book quality appointments, and support Sales Representatives to stay fully booked across the week.

You will be target-driven, comfortable with outbound calling, and able to navigate CRM to track activity and progress. The role offers a competitive salary and a pathway to shape a new function within the commercial team.

Qualifications

• Experience in appointment setting or telesales is valuable.
• Strong phone and outbound calling skills.
• Ability to hit weekly KPI targets.
• Excellent organisation and CRM discipline.

Responsibilities

• Make regular outbound calls and send emails to generate opportunities and book appointments.
• Work towards the target of 12 meetings booked per week and manage your activity to achieve KPIs.
• Keep the diaries of Sales Representatives filled with quality meetings.
• Follow up contacts, handle objections and convert conversations into confirmed appointments.
• Identify the right people within customer organisations for meetings with Sales Representatives.
• Qualify opportunities to ensure relevance to the team’s priorities.
• Proactively fill gaps in the Sales Reps’ diaries and plan who to contact next.
• Coordinate meetings and provide the Sales Reps with necessary information.
• Maintain accurate CRM records of calls, conversations, and bookings.
• Monitor activity and pipeline to determine when to follow up to hit targets.
• Share customer feedback and opportunities with the wider commercial team.

Skills

Target-driven

Outbound calling

CRM proficiency

Organised

Resilience

Communication skills

Tools

CRM software

Job description

Appointment Setter

Location: Stafford initially, relocating to Hixon in January 2027
Working pattern: Office-based, Monday to Friday
Salary: 35,000 - 40,000 per annum, depending on experience
Contract: Permanent

A brand-new opportunity within the water & wastewater sector

We're recruiting on behalf of an established and growing business that works closely with organisations across the UK water and wastewater utility sector.

As part of the continued development of its commercial team, the business is creating a brand-new Appointment Setter role for someone who is proactive, commercially minded and motivated by hitting targets and, most importantly, seeing the external Sales Representative(s) succeed and thrive out on the road.

The business already has strong relationships with many major organisations across the sector, and much of the initial door-opening has been done. Your role will be to capitalise on these existing relationships, make regular outbound calls, identify opportunities and, most importantly, book quality appointments that keep the external Sales Representatives' diaries full.

The main KPI is to book 12 customer meetings per week, typically requiring around 30-50 outbound contacted calls per week. Approximately 70% of the contacts you'll be working with are existing CRM contacts, meaning connect rates are good and most people will already have some awareness of the business.

The objective is to provide the Sales Representatives with a consistent schedule of quality customer meetings, allowing them to spend 3-4 days a week out on the road developing opportunities and generating business.

This is a results-focused role where activity, consistency and performance matter. You'll take ownership of your calling activity, follow-ups and appointment bookings, directly contributing to the success of the wider commercial team. This isn't a traditional Account Manager or customer service role; your priority is to turn conversations into worthwhile sales appointments.

What you'll be doing

• Making regular outbound calls and sending emails to existing customers and contacts to generate opportunities and book appointments.
• Working towards the target of 12 meetings booked per week, managing your activity and follow-ups to achieve agreed KPIs.
• Keeping the Sales Representatives' diaries consistently filled with quality, relevant customer meetings.
• Following up contacts, handling objections and converting conversations into confirmed appointments.
• Identifying the right people within customer organisations for the Sales Representatives to meet.
• Qualifying opportunities to ensure appointments are relevant and aligned with the Sales team's priorities.
• Proactively identifying gaps in the Sales Representatives' diaries and planning who needs contacting to fill them.
• Working closely with the Sales team to understand target accounts, commercial priorities and appointment requirements.
• Coordinating meetings and ensuring the Sales Representatives have the relevant information before visiting customers.
• Maintaining accurate CRM records of calls, conversations, follow-ups and booked appointments.
• Monitoring your activity and appointment pipeline, identifying where further calls or follow-ups are needed to achieve targets.
• Sharing customer feedback and potential opportunities with the wider commercial team.

Requirements

We're looking for someone who is confident on the phone, highly organised and motivated by achieving measurable results. You'll enjoy making outbound calls, following up opportunities and asking for the meeting, with the resilience and persistence to turn activity into results.

You may have experience in appointment setting, telesales, telemarketing, lead generation, sales support, customer service or a similar role. Experience working towards call or appointment targets would be particularly valuable.

You'll need:

• A target-driven mindset and the motivation to achieve your weekly appointment target.
• Confidence and resilience when making regular outbound calls.
• Excellent communication skills and a professional, persuasive telephone manner.
• The ability to turn conversations into booked appointments and handle objections confidently.
• A proactive approach to managing calls, follow-ups and your appointment pipeline.
• Strong organisational skills and attention to detail.
• The ability to qualify opportunities and understand what makes a worthwhile sales appointment.
• Good CRM and administrative discipline.
• The ability to work closely with the Sales Representatives and respond to changing priorities.
• A commercial mindset, understanding how your work contributes to sales opportunities and business growth.
  

Above all, you're motivated by hitting your targets while knowing your work directly sets the external team up to win. You are a great enabler, and love the challenge of keeping calendars packed, coordinating the moving parts, and setting up the external reps with quality meetings to help grow the business.

Benefits

• 35,000 - 40,000 salary, depending on experience.
• Quarterly profit share bonus scheme.
• Free daily lunch provided at the office.
• Company vehicle or car allowance.
• Option to purchase up to 5 additional days of holiday.
• The opportunity to help shape a brand-new appointment-setting function.
• A collaborative commercial environment where your contribution can make a genuine difference.
  

Why this opportunity?

This is an opportunity to join an established and growing business with strong customer relationships across the water and wastewater utility sector.

With much of the initial door-opening already done, you'll have an established network of customers and CRM contacts to work with. Your focus will be on making calls, following up opportunities and converting conversations into quality appointments.

You’ll play a key role in ensuring experienced Sales Representatives spend more time meeting customers and developing business, rather than trying to fill their own diaries.

If you're commercially minded, motivated by targets, confident on the phone and enjoy turning activity into measurable results, this could be an excellent opportunity for you.

IND25