B2B | B2C APPOINTMENT SETTER

Visa Hunt; Philippines; On-site; PHP 223,000 - 391,000; Full time

Job summary

Visa Hunt is seeking a highly motivated B2B/ B2C Appointment Setter to join our team. This role focuses on generating qualified leads and scheduling appointments with potential clients.

The ideal candidate will have experience with CRM/outbound tools, and be comfortable engaging with prospects via email, cold calls, and LinkedIn. Responsibilities include conducting multi-channel outreach, scheduling and confirming appointments, maintaining CRM data, and collaborating with the sales team to

Qualifications

• Experience with CRM/outbound sales tools is required.
• B2B/B2C appointment setting experience is required.
• Experience with warm/cold calling.
• Familiarity with CRM systems and dialers for outbound calling.
• Strong written and verbal communication skills.
• Ability to manage and track multiple leads efficiently.
• Detail-oriented with strong organizational skills.
• Tech-savvy and quick to learn new platforms or tools.

Responsibilities

• Conduct outreach to potential clients via email and phone (cold/warm calls).
• Schedule and confirm appointments for the sales team and add to calendar; follow up via email/SMS.
• Follow up via SMS and phone with people who book new appointments.
• Maintain and update prospect information in CRM and outreach tools.
• Follow multi-channel outreach sequences and keep sequence/contacts updated.
• Utilize communication and tracking tools such as messaging platforms, email, and spreadsheets.
• Follow up with leads to nurture relationships and improve conversion rates.
• Collaborate with the sales team to optimize outreach strategies.
• Monitor inboxes for replies and move leads into appropriate sequences.
• Follow up with existing leads in CRM and outreach platforms.
• Knowledge of setting appointments using calendars like Calendly.

Skills

CRM proficiency

Outbound tools

Appointment setting

Cold calling

Dialers knowledge

Communication skills

Lead management

Organizational skills

Tech-savvy

Calendly

Tools

CRM systems

Job description

We are looking for a highly motivated B2B/ B2C Appointment Setter to join our team. This role is crucial in generating qualified leads and scheduling appointments with potential clients. The ideal candidate will have experience using sales and CRM tools, possess strong communication skills, and be comfortable engaging with prospects via email, cold calls, and LinkedIn.

Key Responsibilities:

• Conduct outreach to potential clients via email and phone (cold/warm calls)
• Schedule and confirm appointments for the sales team, ensuring they are added to the calendar and following up via email/SMS to ensure attendance.
• Instantly follow up via SMS and phone with people who book new appointments.
• Maintain and update prospect information in CRM and outreach tools.
• Follow multi-channel outreach sequences, keeping sequence, step, and contact information updated.
• Utilize communication and tracking tools such as messaging platforms, email, and spreadsheets.
• Follow up with leads to nurture relationships and improve conversion rates.
• Collaborate with the sales team to optimize outreach strategies.
• Monitor inboxes for replies/responses and move leads into appropriate sequences when needed.
• Follow up with existing leads in CRM and outreach platforms.
• Knowledge of setting appointments using calendar tools like Calendly.

Desired Skills & Qualifications:

• Proficiency in CRM and outbound sales tools (must-have).
• Previous experience in B2B/B2C appointment setting (must-have).
• Experience with Warm/Cold Calling
• Knowledgeable in various CRM systems and dialers used for outbound calling (must-have).
• Familiarity with essential communication and tracking tools.
• Strong written and verbal communication skills.
• Ability to manage and track multiple leads efficiently.
• Detail-oriented with strong organizational skills.
• Tech-savvy and quick to learn new platforms or tools.

Device Requirements:

• Processor: Intel iCore 5 or Ryzen 5, or higher
• OS: Windows 11 Pro/Home version
• Accessories: Noise-cenceling headset and camera
• Other campaigns may require dual monitor set-up