Lead Qualification & Appointment Setter

culliganalabama; Portland (OR); On-site; USD 42,000 - 65,000; Full time

Job summary

Culligan by WaterCo is seeking a Lead Catcher to manage inbound inquiries and perform outbound outreach, maximizing appointment opportunities. You will own customer interactions through timely follow-up and accurate resolution of inquiries while maintaining professionalism and a high-quality customer experience.

Collaborating with Regional Sales Coordinators and Household Sales Representatives, you will ensure smooth appointment scheduling, document all customer communications in Salesforce, and

Qualifications

• 1–3 years of experience in customer service, call center operations, lead management, appointment setting, sales support, or related role preferred
• High school diploma or GED; Associate's or Bachelor's degree in Business/Operations preferred
• Proficiency in MS Word and Excel; experience with Salesforce or similar systems
• Strong communication and organizational skills
• Proven ability to problem-solve, prioritize tasks, and adapt in a dynamic environment

Responsibilities

• Manage inbound inquiries and conduct outbound outreach to new, aged, and previously canceled leads to maximize appointment opportunities
• Follow outreach standards, cadences, and workflows for consistency and effectiveness
• Own customer interactions through appointment confirmation, timely follow-up, and accurate resolution of inquiries
• Build trust and maintain high-quality customer experience through professionalism and responsiveness
• Demonstrate persistence and disciplined follow-up to re-engage prospects and advance sales opportunities
• Guide customers through qualification and appointment-setting while balancing needs with business objectives
• Lead Qualification & Appointment Validation and Scheduling: Validate consultations scheduled through AI booking assistants, online scheduling platforms, and other tools
• Confirm customer interest, appointment details, and qualification requirements prior to the consultation
• Meet lead-to-appointment conversion and responsiveness targets
• Sales Pipeline & Team Support: Partner with Regional Sales Coordinators and Household Sales Reps for scheduling and transitions
• Assist in maintaining appointment conversion, responsiveness, and lead management performance
• Systems Support Functions: Maintain accurate customer records in Salesforce; document communications, outreach, outcomes, and routing actions in real time

Skills

Customer service

Lead management

Appointment setting

Communication skills

Organization skills

Education

High school diploma or GED

Associate's or Bachelor's degree preferred

Tools

Salesforce or similar systems

Microsoft Word & Excel

IFS

Job description

Culligan by WaterCo is seeking a Lead Catcher to manage inbound inquiries and perform outbound outreach, maximizing appointment opportunities. You will own customer interactions through timely follow-up and accurate resolution of inquiries while maintaining professionalism and a high-quality customer experience.

Collaborating with Regional Sales Coordinators and Household Sales Representatives, you will ensure smooth appointment scheduling, document all customer communications in Salesforce, and