Monthly Pay
$3,255 - $4,325 USD per month
Summary
Phone calls and emails are the main ways this role connects with prospective customers and arranges conversations with sales representatives. The Appointment Setter turns initial interest into clearly scheduled meetings, helping prospects reach the right person without handling sales negotiations or closing sales. This role sits within the business development team, works under a team lead, and coordinates with sales representatives and other appointment setters. This is a fully remote, desk-based position offering work from home in Ohio, United States. The role requires a 40-hour weekly commitment. Working days and shift times may vary.
Job Responsibilities
- Review assigned prospect queues, incoming inquiries, and callback requests to identify who needs an initial conversation or a scheduling response.
- Place outbound calls through a contact-center phone system such as Talkdesk, introduce the purpose of the conversation, and confirm interest in speaking further.
- Respond to phone and email inquiries using approved service information, answering basic questions without making unsupported promises about outcomes or pricing.
- Ask approved qualification questions about business needs, interest, and readiness for a meeting, then route suitable prospects to the appropriate sales representative.
- Check contact details and conversation history in a CRM such as HubSpot before updating prospect information, call outcomes, and next steps.
- Arrange appointments through a scheduling and calendar such as Calendly, checking representative availability and confirming the prospect's preferred contact method.
- Send meeting confirmations with clear joining instructions, appointment details, and the assigned representative's role so both parties understand the next step.
- Follow up on unanswered inquiries, missed appointments, and rescheduling requests according to team guidance, while respecting requests to stop further contact.
- Escalate questions outside approved information, repeated scheduling conflicts, or unclear qualification decisions to the team lead, with relevant conversation notes.
- Maintain accurate appointment handoffs; quality is judged through information accuracy, response turnaround, complete notes, appropriate qualification, and reliable follow-up rather than closed sales.
Qualifications
- High school diploma or equivalent.
- No experience required; related experience in appointment setting, telephone outreach, or customer-facing support is preferred.
- Understanding of appointment setting as arranging qualified conversations, with willingness to learn approved outreach approaches and basic qualification questions.
- Ability to learn prospect tracking, call handling, and calendar tools, including accurate updates and clear appointment status changes.
- Clear spoken and written communication, with the ability to explain meeting purposes, listen carefully, and respond professionally to hesitation or questions.
- Careful attention to contact details, meeting availability, conversation notes, and follow-up commitments while working through an assigned queue.
- Access to a reliable computer, high-speed internet, and a quiet private workspace suitable for uninterrupted customer conversations and focused administrative tasks.
- Availability for the 40-hour weekly commitment and agreed working days and shift times, including participation in scheduled training and team discussions.
- Authorization to work in the United States.
- Fully remote work from home in Ohio, with desk-based responsibilities centered on calls, emails, and appointment coordination.
- Structured onboarding and training on a CRM such as HubSpot, a contact-center phone system such as Talkdesk, and a scheduling and calendar such as Calendly.
- Regular check-ins with the team lead to review questions, discuss call feedback, and clarify priorities.
- Opportunities to build prospect qualification, telephone communication, appointment setting, and organized follow-up skills through daily practice.
- Health coverage, paid leave, a 401(k), maternity leave, and stipends.