Appointment Setter BD

simera-talent; San Francisco (CA); Remote; USD 45,000 - 65,000; Full time

Job summary

Simera-talent is seeking a proactive Appointment Setter to connect with potential customers, qualify leads, and schedule appointments for the sales team. The role requires excellent communication, the ability to initiate conversations, handle objections, and consistently follow up to generate qualified meetings.

You will use outbound calls, email, social media, and other channels, and you will record prospect information in the CRM while managing calendars and targets.

Qualifications

• Experience in appointment setting, telemarketing, or inside/outbound sales.
• Ability to qualify leads and schedule multiple appointments daily.
• Excellent communication, listening, and objection-handling skills.
• Proficient with CRM systems and calendar management.

Responsibilities

• Contact potential customers through outbound calls, email, social media.
• Qualify leads by identifying needs and fit.
• Schedule and confirm qualified appointments for the sales team.
• Record prospect info and activities in the CRM.
• Maintain follow-up with prospects to reduce no-shows.
• Collaborate with sales to transfer and follow up on leads.

Skills

Outbound calling

Lead qualification

Time management

Prospect engagement

Objection handling

Communication skills

Follow-up skills

Remote work

Multitasking

Note taking

Tools

CRM systems

Calendar tools

Email/Phone systems

Job description

We are seeking a proactive and results-driven Appointment Setter to connect with potential customers, qualify leads, and schedule appointments for the sales team. The ideal candidate is an excellent communicator who is comfortable initiating conversations, handling objections, and consistently following up with prospects to generate qualified meetings.

Responsibilities

• Contact potential customers through outbound calls, email, social media, and other communication channels.
• Introduce the company, products, or services to prospective customers in a professional and engaging manner.
• Qualify leads by identifying customer needs, requirements, interest, and potential fit.
• Schedule qualified appointments, meetings, consultations, or demonstrations for the sales team.
• Confirm scheduled appointments and follow up with prospects to reduce no-shows.
• Maintain consistent follow-up with prospects who are not immediately ready to schedule.
• Handle basic questions and objections while maintaining a positive and professional approach.
• Accurately record prospect information, conversations, appointments, and follow-up activities in the CRM.
• Manage calendars and coordinate appointment times between prospects and sales representatives.
• Meet daily, weekly, and monthly appointment-setting and activity targets.
• Collaborate with the sales team to ensure qualified leads are properly transferred and followed up.
• Provide feedback regarding prospect responses, objections, and common customer needs.

Required Skills

• Excellent verbal and written communication skills.
• Strong interpersonal and relationship-building skills.
• Confident and professional phone presence.
• Strong active listening and lead qualification skills.
• Ability to engage prospects and create interest quickly.
• Strong objection-handling and persuasion skills.
• Excellent follow-up and organizational abilities.
• Strong time-management skills.
• Ability to manage multiple prospects and appointments simultaneously.
• Comfortable using CRM systems, calendars, email, phone systems, and other digital tools.
• Persistent and results-oriented approach.

Requirements

• Previous experience in appointment setting, telemarketing, inside sales, outbound sales, lead generation, or customer service.
• Experience making outbound calls and communicating with prospective customers.
• Ability to qualify leads and schedule appointments consistently.
• Ability to work toward daily and monthly performance targets.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a remote sales team.
• Reliable internet connection and a suitable setup for remote work.
• Professional, proactive, and target-oriented attitude.
• English proficiency is required if the position involves communicating with English-speaking prospects.

By applying to this position, we’ll create your Simera Professional Key (SPK) — a unique key that helps you connect with employers, stand out, and secure the right match.