Job Summary:
Small and growing businesses and nonprofits looking for HR support will hear their first friendly voice from our warm, confident HR Admin and Appointment Setter, who brings strong admin skills to the role. You will research prospects, make friendly outreach calls, qualify leads, and book discovery calls, while keeping our CRM, calendar, and prospect lists organized. Someone who is at ease on the phone, follows through on the details, and is keen to learn more about HR as they grow with us is the ideal fit.
Key Responsibilities:
- Research small and growing businesses and nonprofits that fit our ideal client profile, and identify the right decision-makers
- Place warm, professional introductory and follow-up calls using an approved conversational script
- Listen actively, ask thoughtful questions, and read context clues to qualify leads
- Schedule and confirm discovery calls, and manage Google Calendar availability, reminders, rescheduling, and conflicts
- Record detailed call notes, lead status, and next steps in Salesforce
- Keep prospect lists clean in Google Sheets or Excel, removing duplicates and tracking all outreach
- Support Gmail inbox coordination and HoneyBook inquiry and appointment workflows
- Use AI tools such as ChatGPT and Claude for approved drafting and research, always verifying the output and protecting confidential information
- Prepare clear weekly reports and join a weekly video check-in to share progress
- Take on additional support as the role grows, including client onboarding follow-ups, newsletter scheduling, referral-partner follow-up, and basic QuickBooks record organization
Mandatory Skills:
- Clear, confident spoken and written English
- Friendly, professional phone presence with strong active listening skills
- Ability to follow a script naturally while adapting to each conversation
- Sound judgment, including knowing when to escape questions rather than offering HR, legal, tax, or accounting advice
- Comfort with Gmail, Google Calendar, and Google Sheets or Excel, or the ability to pick them up quickly
- Strong respect for confidentiality and data privacy
- Professional video meeting etiquette
- A quiet calling space, reliable internet connection, and quality headset
- Methodical, trustworthy, and effective without day-to-day direction
- Strong communication skills and quickness to apply feedback
Preferred Skills:
- Experience in appointment setting, lead qualification, cold calling, or customer service
- Hands-on experience with Salesforce or another CRM
- Familiarity with HoneyBook or QuickBooks
- HR background or familiarity with HR terminology
- Experience using ChatGPT, Claude, or other AI tools for drafting and research
- Background in professional services, calendar coordination, or LinkedIn and social media research
- Comfortable sequencing several tasks and priorities at once and delivering each on schedule
Why Join Us:
Join a growing HR consulting practice at an exciting stage, where your work directly shapes how we reach and serve new clients. We offer a supportive, flexible working environment with clear guidance and plenty of room to build your skills in HR and client relations. As the business grows, your role can grow with it.