Appointment Scheduler

Rosenblum Law; Mexico; On-site; MXN 187,000 - 233,000; Full time

Benefits offered by this job

All software and training provided

Job summary

Rosenblum Law is seeking a remote scheduler to manage Strategy Sessions after estate planning workshops. You will ensure sessions are booked, confirmed, and prepared with the right intake forms, while protecting calendars and enforcing policy.

Experience in scheduling or client services is preferred. The role supports a fully remote setup with tools and training provided.

Qualifications

• 1–3 years in scheduling, intake, client services, or sales support.
• Comfortable on the phone and confident guiding conversations.
• Highly organized and detail-oriented.
• Able to enforce policies professionally.

Responsibilities

• Schedule Strategy Sessions following workshops.
• Follow up with new Strategy Session hires by phone.
• Book sessions exclusively through Calendly using preset availability.
• Offer in-person or remote options based on client needs.
• Confirm spouse attendance when applicable.
• Send and enforce completion of pre-intake questionnaires (48-hour rule).
• Confirm attendance and timing expectations before sessions.
• Keep attorney calendars clean; update or remove canceled/rescheduled meetings.
• Track reschedules, strikes, and refunds according to policy.
• Maintain clear notes and accurate records in internal systems.
• Report daily and weekly activity and elevate issues when needed.

Skills

Phone communication

Highly organized

Policy enforcement

Schedule management

Tools

Calendly

CRMs

Appointment pipelines

Job description

About the role

This role owns the “next step” after someone attends our estate planning workshop. You’ll take people who paid for a Strategy Session and get them scheduled, confirmed, prepared, and qualified so the attorney’s meeting is productive and the client experience feels tight and professional.

You’re not just booking appointments. You’re protecting the calendar, enforcing our rules, and ensuring clients arrive with the right expectations and the intake form completed on time.

Core Responsibilities

• Schedule Strategy Sessions following workshops
• Follow up with new Strategy Session hires by phone
• Book sessions exclusively through Calendly using preset availability
• Offer in-person or remote options based on client needs
• Confirm spouse attendance when applicable
• Send and enforce completion of pre-intake questionnaires (48-hour rule)
• Confirm attendance and timing expectations before sessions
• Keep attorney calendars clean; update or remove canceled/rescheduled meetings
• Track reschedules, strikes, and refunds according to policy
• Maintain clear notes and accurate records in internal systems
• Report daily and weekly activity and elevate issues when needed

What Success Looks Like

• Sessions are scheduled quickly with minimal back-and-forth
• Clients arrive prepared and on time
• Attorney calendars remain accurate with no “ghost meetings”
• Notes, tracking, and reporting are reliable and complete

Key Metrics

• Time from workshop hire to scheduled session
• Session show rate
• Calendar accuracy

Requirements

• 1–3 years in scheduling, intake, client services, or sales support
• Comfortable on the phone and confident guiding conversations
• Highly organized and detail-oriented
• Able to enforce policies professionally
• Comfortable learning and following systems and workflows

Nice to Have

• Experience with Calendly, CRMs, or appointment-based pipelines
• Spanish speaking a plus
• Job Type: Full-time, Remote
• Pay: $8-$10 USD/HR (base + commissions)
• Location: Fully Remote
• Tools Provided: All software and training included