Appointment Setter ClearDesk

School Of Virtual Assistance (SOVA); Hinoba-an; Hybrid; PHP 279,000 - 469,000; Full time

Benefits offered by this job

We pay fairly and on time

Prepaid HMO coverage

Tools, training, and feedback

Celebrating wins

Remote-first culture

Job summary

ClearDesk is seeking an Appointment Setter to connect with potential partners, manage outreach, and drive meaningful growth. This remote role emphasizes relationship-building, CRM tracking, and structured outreach to convert curiosity into collaboration.

You’ll support a growing team, work with a US time zone schedule, and help maintain engaging communications while assisting with social media or admin tasks as needed.

Qualifications

• Experience in sales, outreach, or customer service (healthcare experience a plus).
• Strong communicator with ability to do purposeful follow-ups and build relationships.
• Highly organized and able to ensure outreach is tracked and managed effectively.
• Comfortable using CRMs like Zoho or similar tracking tools.

Responsibilities

• Research high-value referral sources and potential partners.
• Outbound cold calls to sources to schedule warm meetings.
• CRM data entry and upkeep of outreach, follow-ups, and meeting details.
• Track referral sources, contact history, and meeting outcomes for marketing effectiveness.
• Coordinate email follow-ups to maintain engagement with contacts, partners, and leads.
• Monitor and update social media presence for awareness as needed.
• Maintain professional, relationship-focused communication reflecting the company’s mission.
• Suggest adjustments to outreach strategies to improve lead generation and conversion.
• Collaborate with the owner to align outreach priorities with marketing opportunities.

Skills

Sales experience

Outbound outreach

Strong communicator

Organized

CRM experience (Zoho)

Calm under pressure

Structure & process

Reliable & proactive

Remote collaboration

US time zone

Technical setup

Tools

Zoho CRM

Job description

About the job

Do you enjoy connecting with potential partners and turning outreach into meaningful relationships? Want a role where your communication drives real impact and growth? You’ll have the flexibility to work remotely, support a growing team, and contribute to a mission that makes a difference in people’s lives. If you’re organized, proactive, and thrive in a relationship-driven role, this opportunity could be a perfect fit for you.

Our Story Starts with People Like You

The two founders, best friends, were running businesses that needed great talent fast. So, they started building remote teams across countries like the Philippines, Colombia, and India. Not only did it work, it thrived. They realized that talent isn’t limited by geography. With today’s technology and high-speed internet, we’re able to build high-performing global teams that support businesses across the U.S. So ClearDesk was born.

Today, ClearDesk helps U.S. businesses grow by building world-class remote teams. We don’t just connect talent; we manage the entire experience, from recruiting to retention. And while we help clients thrive, we also stay deeply committed to helping our remote team members build real, lasting careers that support their lives and their families.

That’s where you come in.

The Role: Appointment Setter

Imagine being the first person a potential partner or referral source hears from. You’re not just making cold calls or sending generic emails. You’re building connections, creating opportunities, and guiding partners from curiosity to collaboration. When a new lead comes in, you’re on it. When a referral partner goes quiet, you’re following up. When a client finds the right care, you know part of that journey began with you.

You don’t just track data, you create momentum. Behind every call, every follow-up, there’s a real person or business that needs support, whether it’s a company seeking partners or a family in need of care. You’ll ensure no opportunity slips through the cracks, maintain relationships, and drive meaningful results. And when things are quieter? You’ll assist with social media or admin tasks, making sure every day counts.

What Your Days Might Look Like:

• Conduct targeted research to identify high-value referral sources and potential partners within the company’s niche — focusing on businesses serving affluent clients with significant in‑home care needs
• Perform outbound cold calls to referral sources, facilities, and professionals, aiming to schedule warm, in‑person meetings for the owner
• Manage CRM data entry (Zoho or alternative), ensuring all outreach, follow‑ups, and meeting details are accurately documented
• Track referral sources, contact history, and meeting outcomes to create a clear picture of marketing effectiveness
• Coordinate email follow‑ups with contacts, referral partners, and leads to maintain engagement and nurture relationships
• Monitor and update limited social media presence (primarily for awareness), posting relevant community and industry content as needed
• Maintain professional, relationship‑focused communication that reflects the company’s mission and values
• Adjust outreach strategies based on results, offering suggestions to improve lead generation and meeting conversion rates
• Work closely with the owner to align outreach priorities with high‑value marketing opportunities

Who We Think Will Thrive in This Role:

• You have experience in sales, outreach, or customer service (healthcare experience a plus)
• You’re a strong communicator, skilled at purposeful follow‑ups and building relationships
• You’re highly organized and ensure outreach is tracked and managed effectively
• You’re comfortable using CRMs like Zoho or similar tracking tools
• You’re calm under pressure and can handle multiple tasks simultaneously
• You love creating structure and keeping conversations moving
• You’re reliable, responsive, and proactive in taking initiative
• You enjoy collaborating and thriving in a remote team environment
• You are willing to work in a US time zone schedule.
• You can secure the required technical setup, including:
• At least a 720p HD webcam
• A noise‑canceling headset
• A primary internet connection of at least 25 Mbps
• A backup laptop, backup internet device, and backup power source
• A main computer with at least Intel Core i5 (or equivalent) and 8 GB RAM
• A backup computer with at least Intel Core i3 and 4 GB RAM

Why ClearDesk?

Because we believe work should be meaningful, even from home.

At ClearDesk, you’ll work with clients who respect your time and value your skills. You’ll join a remote‑first team that genuinely supports you, and you’ll see the impact of your work in real, tangible ways that matter to the people you work with.

We don’t just want you to do your job. We want you to grow with us, stay with us, and feel proud of the difference you’re making.

Here’s what you can expect from us:

• We pay you fairly and on time
• We provide prepaid HMO coverage for your peace of mind
• We help you grow with tools, training, and honest feedback
• We celebrate your wins
• And above all, we actually care

Ready to be part of something that matters?