Lead Follow-Up & Appointment Coordinator

SmartScale360 Careers; Metro Manila; Remote; PHP 335,000 - 502,000; Full time

Benefits offered by this job

10 Days PTO

Annual Appraisal

Healthcare Benefits

Career Growth Opportunities

Job summary

SmartScale360 Careers is seeking a dependable Lead Follow-Up & Appointment Coordinator to support a U.S.-based client from a remote setup.

This role entails lead follow-up, scheduling appointments, and maintaining CRM records. You will communicate with prospects via phone, text, and email and coordinate with the sales team to keep deals moving.

The ideal candidate is organized, proactive, fluent in English, comfortable with outbound outreach, and able to manage multiple tasks without supervision.

Qualifications

• Experience in customer service, appointment setting, or sales support.
• CRM experience preferred.
• Excellent verbal and written English.
• Comfort with outbound calls via phone, text, and email.
• Strong organizational and multitasking abilities.
• Attention to detail and accuracy.
• Dependable, proactive, and able to work independently.
• Customer-focused with professional communication.

Responsibilities

• Contact new and existing leads via phone, text, and email.
• Follow up with leads and schedule or confirm sales appointments.
• Maintain consistent customer communication and provide professional assistance.
• Respond to customer inquiries and address concerns.
• Document all interactions and follow-up attempts in the CRM.
• Update customer information, appointment status, notes, and follow-up dates.
• Track leads, appointments, and follow-up activities to prevent gaps.
• Coordinate with sales and management teams on appointments and follow-up needs.
• Maintain accurate records to support organized lead management.

Skills

Customer service

Appointment setting

Outbound calls

CRM experience

English communication

Multitasking

Detail oriented

Independence

Tools

HubSpot

Salesforce

Zoho

Pipedrive

Calendars

MS Office

Google Workspace

Job description

Schedule: U.S. Hours (Final schedule to be confirmed)

Benefits: 10 Days PTO | Annual Appraisal | Healthcare Benefits | Career Growth Opportunities

About the Role

SmartScale360 is hiring a dependable and customer-focused Lead Follow-Up & Appointment Coordinator to support a growing U.S.-based business.

This role is responsible for lead follow-up, customer communication, appointment scheduling, and accurate CRM documentation. The ideal candidate is organized, proactive, comfortable with outbound communication, and able to manage multiple leads and follow-up tasks efficiently.

What You'll Do

• Contact new and existing leads through phone, text, and email
• Follow up with leads and schedule or confirm appointments for the sales team
• Maintain consistent customer communication and provide professional assistance
• Respond to customer inquiries and escape concerns when necessary
• Document all customer interactions and follow-up attempts accurately in the CRM
• Update customer information, appointment status, notes, and follow-up dates
• Track leads, appointments, and follow-up activities to ensure no customer falls through the cracks
• Coordinate with the sales and management teams regarding appointments, customer concerns, and follow-up needs
• Maintain accurate records and support an organized and efficient lead management process

What We're Looking For

• Previous experience in customer service, appointment setting, call center, sales support, or administrative roles
• CRM experience strongly preferred
• Excellent verbal and written English communication skills
• Comfortable making outbound calls and communicating through text and email
• Strong organizational and multitasking skills
• Excellent attention to detail and accuracy
• Dependable, proactive, and able to work independently
• Customer-focused with a professional communication style

Tools You'll Use

• CRM: HubSpot, Salesforce, Zoho, Pipedrive, or similar platforms
• Scheduling: Calendars and appointment scheduling platforms
• Productivity: Microsoft Office, Google Workspace, or similar tools

Work-From-Home Requirements

• Laptop/PC: Intel i5 (or equivalent) with at least 8GB RAM
• Internet: Stable 100 Mbps connection
• Backup: Secondary internet connection, backup device, and reliable power source
• Work Environment: Professional, quiet, and suitable for customer communication

Schedule

• Work Schedule: To be confirmed by the client
• Availability: Must be available to work based on client operational needs
• Shift: Must be flexible to work U.S. hours

Why Join SmartScale360?

• Training and development
• Work with established U.S.-based businesses
• Supportive and collaborative remote team

Note: To help streamline the hiring process, applicants are encouraged to secure an NBI Clearance early to avoid delays during client matching.