Lead Qualification & Appointment Specialist (West Coast)

Culligan with ZeroWater Technology; Auburn (WA); Remote; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental and Vision insurance

401(K) retirement plan

Exclusive Culligan Product Discounts

Paid Time Off (PTO)

Job summary

Culligan by WaterCo is seeking a Lead Catcher to manage inbound inquiries and conduct outbound outreach in support of appointment setting. Must reside in WA, OR, or CA.

The role collaborates with Regional Sales Coordinators and Household Sales Representatives to ensure smooth scheduling and qualified opportunities. The position emphasizes accurate record-keeping in Salesforce, timely follow-up, and a strong customer experience.

Qualifications

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

Responsibilities

• Lead Qualification & Appointment Validation and Scheduling: Validate consultations scheduled through AI booking assistants, online scheduling platforms, and other automated tools.
• Confirm customer interest, appointment details, and qualification requirements prior to the consultation.
• Meet designated lead-to-appointment conversion and responsiveness targets.
• Partner closely with Regional Sales Coordinators and Household Sales Representatives to ensure smooth appointment scheduling and transitions throughout the sales process.
• Assist in maintaining appointment conversion, responsiveness, and lead management performance objectives.
• Systems Support Functions: Maintain accurate, comprehensive customer records in Salesforce, including scheduling details, lead dispositions, customer interactions, and engagement activities.
• Document all customer communications, outreach efforts, appointment outcomes, and routing actions in real time to ensure visibility and continuity.

Skills

Communication

Organizational skills

Problem solving

Prioritization

Adaptability

Education

High School Diploma or GED

Associate or Bachelor's in Business/Operations

Tools

Microsoft Word

Microsoft Excel

IFS

Salesforce

Job description

Culligan by WaterCo is seeking a Lead Catcher to manage inbound inquiries and conduct outbound outreach in support of appointment setting. Must reside in WA, OR, or CA.

The role collaborates with Regional Sales Coordinators and Household Sales Representatives to ensure smooth scheduling and qualified opportunities. The position emphasizes accurate record-keeping in Salesforce, timely follow-up, and a strong customer experience.