Warm Lead Scheduler / Appointment Setter

Allied Global Sandbox; Peru (IL); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Allied Global Sandbox is seeking a remote Warm Lead Scheduler / Appointment Setter to support a merchant services campaign. You will contact store owners or POS customers, explain basics, qualify interest, and perform warm transfers to US-based Merchant Specialists.

Excellent English (C1+), confident phone presence, and friendly professionalism are essential. Responsibilities include following approved scripts, documenting outcomes in the CRM, and scheduling follow-up calls when needed.

Qualifications

• Advanced English level: C1+ required.
• Previous experience as a scheduler, appointment setter, call center agent, SDR, or CSR.
• Strong phone presence and ability to build rapport quickly.
• Friendly, confident, energetic, and personable.
• Organized and disciplined with CRM notes and follow-up tracking.
• Comfortable speaking with business owners, store managers, and decision-makers.
• Able to handle objections professionally.
• Coachable and adaptable to campaign feedback.

Responsibilities

• Call assigned store owners/customers from provided lead lists.
• Handle basic first-line questions using approved scripts and FAQs.
• Identify whether the customer is ready to speak with a Merchant Specialist.
• Warm-transfer qualified customers to US-based Merchant Specialists.
• Schedule follow-up calls when a live transfer is not possible.
• Accurately document call outcomes, objections, transfer results, and follow-up needs in the CRM.
• Participate in weekly tracking and performance reviews.
• Escalate recurring questions, objections, or customer confusion to the campaign lead.

Skills

Advanced English (C1+)

Excellent communication

Phone presence

CRM notes & follow-up

Tools

CRM software

Dialer tools

Job description

Remote

Customer Service

Overview

We are looking for a highly communicative Warm Lead Scheduler / Appointment Setter to support a merchant services campaign. This person will contact existing store owners or POS customers, explain the purpose of the call at a basic level, qualify interest or readiness, and perform warm transfers to US-based Merchant Specialists. This is a customer-facing role that requires excellent English (C1+), confidence on the phone, strong personality, and the ability to keep conversations organized, professional, and friendly.

Key Objectives

• Contact warm leads from a list of current store owners or POS customers.
• Schedule or warm-transfer qualified conversations to US Merchant Specialists.
• Support the transition or adoption of the new service provider.
• Serve as the first line of defense for basic customer questions.
• Track call outcomes accurately in the CRM.

Key Responsibilities

• Call assigned store owners/customers from provided lead lists.
• Handle basic first-line questions using approved scripts and FAQs.
• Identify whether the customer is ready to speak with a Merchant Specialist.
• Warm-transfer qualified customers to US-based Merchant Specialists.
• Schedule follow-up calls when a live transfer is not possible.
• Accurately document call outcomes, objections, transfer results, and follow-up needs in the CRM.
• Participate in weekly tracking and performance reviews.
• Escalate recurring questions, objections, or customer confusion to the campaign lead.

Job requirements

Ideal Candidate Profile

• Advanced English level: C1+ required.
• Previous experience as a scheduler, appointment setter, call center agent, sales development representative, or customer service representative.
• Strong phone presence and ability to create rapport quickly.
• Friendly, confident, energetic, and personable.
• Organized and disciplined with CRM notes and follow-up tracking.
• Comfortable speaking with business owners, store managers, and decision-makers.
• Able to handle objections professionally.
• Coachable and able to adapt based on campaign feedback.

Preferred Experience

• Experience with warm leads or existing customer campaigns.
• Experience in merchant services, payments, POS, retail, SaaS, or B2B appointment setting.
• Familiarity with CRM and dialer tools.
• Experience performing warm transfers to sales or specialist teams.