Growth Strategist

CoinPicks; Orlando, Northern (FL, KY); Hybrid; USD 38,000 - 64,000; Full time

Job summary

CoinPicks in Downtown Orlando, Florida is hiring for an appointment setter who responds to interested prospects, learns their goals, and books meaningful conversations with Chief Strategists.

You will qualify inquiries, document context, and route leads to the right next steps, while maintaining accurate CRM records and ensuring timely handoffs to our executives.

Qualifications

• Experience in appointment setting or customer-facing roles.
• Clear written and spoken communication with reliable follow‑through.
• Familiar with CRM, shared calendars, and documenting interactions.

Responsibilities

• Respond to inquiries and explain the enrollment conversation purpose.
• Ask qualification questions, record context, and route prospects.
• Book, confirm, and reschedule appointments with thorough handoff notes.
• Maintain CRM records and track response times and bookings.

Skills

Appointment setting

Customer support

Sales development

CRM experience

Job description

Be the first person who takes someone’s goals seriously and helps them find a meaningful next step.

The role

This is the appointment setter role. Respond to interested prospects, understand their learning goals, and book suitable conversations with Chief Strategists. Success includes useful conversations, accurate records, and appointments people understand and choose to attend.

What you’ll own

• Respond to assigned inquiries through approved channels and explain the purpose of an enrollment conversation.
• Ask clear qualification questions, record relevant context, and route people to the appropriate next step.
• Book and confirm appointments, handle reschedules, and provide complete handoff notes to Chief Strategists.
• Keep CRM tasks current and track response time, qualified bookings, attendance, and follow-up quality.

What you’ll bring

• Relevant appointment setting, customer support, sales development, or other customer-facing experience.
• Clear written and spoken communication, active listening, and reliable follow-through.
• Comfort with a CRM, shared calendars, and feedback on calls or messages.
• Respect for consent, opt-outs, and truthful program descriptions; no investment-return claims or personalized investment advice.

• First 30 days: learn the programs, qualification guidelines, communication standards, and booking workflow.
• By day 60: manage assigned inquiries with timely responses, clean records, and consistent handoffs.
• By day 90: improve qualified attendance and follow-up quality against a baseline agreed with the team.

All figures are proposed annual base salaries in USD, not final offers. All roles are in person in downtown Orlando, Florida. Any commission, office schedule and final terms will be agreed in writing before an offer. Benefits, equity and commission earnings are not guaranteed.

In person only · Downtown Orlando, Florida

Every role works from our downtown Orlando office. We are not hiring for remote or hybrid positions.