Remote Qualification Appointment Specialist – Outbound Calls

HireLATAM; United Kingdom; Remote; GBP 60,000 - 80,000; Full time

Job summary

A leading remote-based appointment verification company is seeking a Qualification Appointment Specialist for outbound sales. This 100% work-from-home position requires strong English communication skills and an eye for detail in appointment management. The ideal candidate should have prior experience in appointment confirmation and is expected to maintain high standards in confirming and documenting customer appointments. This role also offers professional development and a supportive remote working environment.

Benefits

Bi-monthly payments via bank transfer

Paid Time Off (10 days per year)

Opportunity for advancement

Ongoing professional training

Qualifications

• Prior experience in appointment confirmation, call quality assurance, or B2B outbound verification.
• Stable, direct-line internet connection required.
• Professional headset and quiet work environment.

Responsibilities

• Conduct outbound verification calls to confirm pre-scheduled appointments.
• Validate merchant eligibility for a Tier Optimization Audit.
• Document appointment details and ensure they meet company standards.

Skills

Appointment confirmation experience

Excellent English communication skills

Attention to detail

Strong phone etiquette

Organizational discipline

Tools

CRM systems (Notion-based)

Convoso

Job description

Remote Qualification Appointment Specialist – Outbound Sales (100% Work From Home)

Location: Remote from Latin America

Position Type: Full-time

Salary: $1,200 USD/month + monthly bonuses based on performance, quality, and conversion metrics. Bi-monthly payments via international bank transfer, Wise, or Payoneer. Payments are processed on the 15th and the last day of each month.

Schedule: Monday - Friday, 9:00am - 6:00pm Eastern Time

Job Overview

Our client is a U.S.-based financial technology company that provides innovative payment processing and business optimization solutions to small and medium-sized merchants. They work in direct collaboration, helping business owners upgrade their payment systems, eliminate unnecessary fees, and transition into more efficient, transparent processing programs.

Their mission is to help businesses grow through smarter payment technology and an elevated customer experience backed by professional audit programs and reliable support.

Responsibilities

• Conduct outbound verification calls to confirm pre-scheduled appointments with business owners across the U.S.
• Validate merchant eligibility for a Tier Optimization Audit based on processing volume, ownership status, and fee structure.
• Confirm and document appointment details such as business name, address, contact person, and preferred time slot.
• Ensure every appointment meets company standards and is properly qualified before dispatching to field reps.
• Update and maintain accurate appointment notes in the CRM (Notion-based) and report inconsistencies to management.
• Conduct follow-up confirmation calls or SMS reminders 24 hours before scheduled meetings.
• Identify disqualified appointments, document reasons for rejection, and provide feedback to improve lead quality.
• Support the CC Manager in weekly reviews to monitor appointment accuracy and overall performance metrics.

Qualifications, Skills and Key Competencies

Required

• Prior experience in appointment confirmation, call quality assurance, or B2B outbound verification.
• Excellent English communication skills (spoken and written).
• High attention to detail and accuracy in data entry.
• Strong phone etiquette and professional tone when speaking with U.S. business owners.
• Stable, direct-line internet connection (required for Convoso platform).
• Professional headset and quiet work environment.
• Organizational discipline and strong follow-up skills.

Nice to Have

• Background in merchant services, fintech, or business development.
• Familiarity with payment processing and Tier Optimization programs.
• Experience using Convoso, CallTools, or similar dialer systems.

Benefits

• Bi-monthly payments via bank transfer.
• Paid Time Off (10 days per year).
• Opportunity for advancement into CC Manager, Lead Auditor, or Sales Operations roles.
• Ongoing professional training through the company Internal Bootcamp.
• Supportive, remote-first environment with a clear path for growth.

Application Disclaimer: Please Read Before Proceeding

To ensure a fair and efficient hiring process, all applications must meet the mandatory requirements listed in the job description.

Voice/Video Recording is REQUIRED

Your application CANNOT be considered without a voice or video recording. It must be at least 30 seconds long and in English. Submissions in any other language or missing a recording will automatically disqualify.

Mandatory Knockout Questions

Each application includes knockout questions designed to verify minimum qualifications required by the client. If you answer "NO" to any of these, you will be immediately disqualified from the hiring process for not having the experience requested for the role.

Apply Wisely

To maintain fairness, please apply to no more than three jobs and only if you fully meet the listed qualifications. Applying to roles you don’t qualify for will not improve your chances and may affect future applications.

Check Your SPAM Folder

All important updates will be sent via email, so be sure to check your inbox and spam/junk folders to avoid missing any communication.

We appreciate your interest and look forward to reviewing your application!