Job Summary:
Every new client relationship starts with a friendly conversation, and a warm, confident HR Admin and Appointment Setter will start those for our HR consulting practice. You will research prospects, make friendly outreach calls, qualify leads, and book discovery calls with small and growing businesses and nonprofits that need HR support, while keeping our CRM, calendar, and prospect lists organized. Strong admin skills, ease on the phone, careful follow-through on details, and eagerness to learn more about HR as you grow with us make for the ideal candidate.
Key Responsibilities:
- Research small and growing businesses and nonprofits that match our ideal client profile and identify the right decision-makers
- Make warm, professional introductory and follow-up calls using an approved conversational script
- Listen actively, ask thoughtful questions, and use 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
- Maintain clean prospect lists in Google Sheets or Excel, remove duplicates, and track 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 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 instead of giving HR, legal, tax, or accounting advice
- Comfortable with Gmail, Google Calendar, and Google Sheets or Excel, or able to learn them quickly
- Strong respect for confidentiality and data privacy
- Professional video meeting etiquette
- Quiet calling space, reliable internet connection, and a quality headset
- Methodical in your work, quick to follow through, and comfortable running your own day
- Strong communication skills and quick 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
- Experienced in balancing several tasks and priorities across a busy week while keeping standards high
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.