On-Site Scheduling Specialist: Inbound/Outbound&Commission

Vertex Service Partners; Charlotte (NC); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) with company match

Company sponsored Life and AD&D

Paid Time Off

Growth opportunities

Job summary

Vertex Service Partners is seeking a Scheduling Specialist to join our on-site contact center in Charlotte, NC. The role combines inbound/outbound calls, chats, and emails from warm leads, with a strong focus on converting conversations into high-quality appointments for roofing and home services.

You will work in a fast-paced, metrics-driven environment with collaboration across teammates and leads, maintaining CRM and phone-system records, and delivering reliable scheduling with

Qualifications

• Prior experience in a call center, customer service, inside sales, or appointment-setting role.
• Strong phone presence with the ability to influence, persuade, and guide conversations.
• Comfort handling high call volumes while maintaining accuracy and professionalism.
• Ability to balance service mindset with performance-driven goals.
• Coachable, accountable, and motivated by metrics and incentives.
• Experience using CRM and phone systems.

Responsibilities

• Handle a high volume of inbound and outbound calls, as well as chats and emails from warm leads.
• Convert inbound inquiries into scheduled appointments for roofing and other home services.
• Conduct proactive outbound dialing to follow up with leads, confirm appointments, and maximize conversion.
• Build rapport quickly with homeowners and clearly explain next steps and expectations.
• Ensure appointments are set with all decision-makers whenever possible.
• Maintain accurate, timely documentation in CRM (ServiceTitan) and phone system (Five9).
• Meet or exceed individual performance metrics related to appointment setting, productivity, and confirmations.
• Collaborate closely with teammates and team leads in a structured, on-site call center environment.
• Participate in ongoing coaching and training as you ramp up in the role.

Skills

Call center

Customer service

Inside sales

Appointment setting

CRM experience

Active listening

Tools

ServiceTitan

Five9

CRM software

Job description

Vertex Service Partners is seeking a Scheduling Specialist to join our on-site contact center in Charlotte, NC. The role combines inbound/outbound calls, chats, and emails from warm leads, with a strong focus on converting conversations into high-quality appointments for roofing and home services.

You will work in a fast-paced, metrics-driven environment with collaboration across teammates and leads, maintaining CRM and phone-system records, and delivering reliable scheduling with