Appointment Setter CA

Simera; San Francisco (CA); On-site; USD 42,000 - 70,000; Full time

Job summary

Simera is seeking an proactive Appointment Setter to engage with potential customers, qualify leads, and schedule meetings for the sales team. You will initiate conversations, handle objections, and follow up to generate qualified meetings.

The role requires strong communication, time management, and CRM proficiency, with a focus on achieving daily, weekly, and monthly targets while collaborating with the sales team.

Qualifications

• Experience in appointment setting, telemarketing, inside sales, outbound sales, lead generation, or customer service.
• Ability to work independently and as part of a remote sales team.
• Reliable internet connection and a suitable setup for remote work.
• English proficiency is required if the position involves communicating with English-speaking prospects.

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.

Skills

Verbal communication

Written communication

Interpersonal skills

Phone presence

Active listening

Lead qualification

Objection handling

Follow-up skills

Time management

CRM proficiency

Tools

CRM systems

Email tools

Calendar tools

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.