Overview
The Operations Lead is responsible for running the day-to-day operations of the Appointment Engine. This role ensures that leads move smoothly from ads to qualification, booking, and confirmed advisory meetings, while maintaining process discipline, data accuracy, and continuous improvement. This is a hands-on execution role that works inside the CRM daily and coordinates closely with the Media Buyer and SDR.
Key Responsibilities
- End-to-End Operations Ownership: Oversee the full appointment flow from lead capture to show-up; Ensure SOPs and SLAs are followed; Monitor queues, calendars, and pipelines daily.
- CRM & Workflow Execution: Manage CRM stages, routing rules, and booking workflows; Maintain clean data and reporting.
- Team Coordination: Coordinate with Media Buyer on lead volume and quality; Coordinate with SDR on speed-to-lead and booking accuracy.
- Monitoring & Reporting: Track leads, bookings, show-ups, and no-shows; Prepare weekly performance summaries.
- Quality Control & Improvement: Review booking outcomes and call notes; Suggest workflow and script improvements.
- Client Load Monitoring: Monitor client capacity and calendar balance; Flag overload or underutilization.
- Success Metrics (KPIs): Show-up rate; SLA compliance; Booking accuracy; Cost per showed appointment; Reduction in no-shows.
Required Skills & Experience
Must-Have
- CRM experience (HubSpot, GoHighLevel, Zoho, etc.)
- Strong operations and coordination skills
- Comfortable with daily metrics
Nice-to-Have
- Lead generation or appointment-setting background
- Basic paid ads funnel understanding