Our client, a growing organization in the professional services space, is seeking a highly motivated Appointment Setter to support their business development efforts. This role requires strong communication skills, attention to detail, and experience in lead qualification and scheduling appointments. If you have a track record of success in outbound calling, CRM management, and appointment setting, we encourage you to apply.
Location: Fully-Remote (Work from Home), 9 AM - 5 PM EST
Key Responsibilities
Outbound Calling & Lead Qualification – Dial contacts from provided lists, validate information, and qualify potential leads based on set criteria.
Contact Research – Visit company websites to identify key decision-makers and gather accurate contact information.
Appointment Scheduling – Book qualified appointments with prospects and ensure all details are properly documented.
Proposal Review & RFP Support – Assist in reviewing proposals in response to RFPs, ensuring alignment with client needs and submission best practices.
CRM Management – Utilize HubSpot to track leads, update contact details, and manage follow-ups.
Follow-Up & Lead Nurturing – Maintain consistent follow-up efforts via phone, email, and LinkedIn to engage and convert leads.
Email Copywriting – Use AI tools like ChatGPT to craft targeted cold email campaigns tailored to educators and school decision-makers.
Data Accuracy – Ensure all lead details, validation, and status updates are accurately entered into the CRM.
What Success Looks Like
Consistently meeting or exceeding appointment-setting targets.
Accurate and updated lead tracking in CRM systems.
High-quality leads that meet qualification criteria and result in successful appointments.
Timely and professional communication with prospects, maintaining a strong pipeline.
Proactive lead research and validation that improves outreach efficiency.
Qualifications
Experience
1+ years of experience in appointment setting, lead generation, or outbound sales, preferably in selling to school districts, afterschool programs, or educational organizations.
Outbound Calling Proficiency
Comfortable making high-volume calls and engaging decision-makers.
Fluent English
Excellent verbal and written communication skills for effective prospect engagement. (Spanish fluency is highly preferred but not required.)
Tech-Savvy & Detail-Oriented
Experience using HubSpot or other CRM systems for lead tracking and pipeline management.
Research Skills
Ability to find and validate contact information from company websites.
Resilient & Self-Motivated
Strong ability to handle rejection, stay persistent, and continuously improve performance.
Opportunity
This is an exciting opportunity to play a key role in a growing company’s sales pipeline. You will have the chance to drive lead generation, connect with decision-makers, and contribute to business growth. If you are a goal-driven individual with excellent appointment-setting skills, we encourage you to apply!
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Our client, an exciting organization in the professional services sector, is on the lookout for a dynamic Appointment Setter based in Bogotá. This remote opportunity allows you to work from the comfort of your home while engaging with educational institutions and contributing to business growth. As an Appointment Setter, you'll play a pivotal role in the company’s business development strategy. Key responsibilities include outbound calling to engage potential leads, conducting thorough contact research to find decision-makers, and efficiently scheduling appointments with qualified prospects. Your knack for CRM management using HubSpot will ensure that all interactions are accurately tracked, and you're keeping a keen eye on lead nurturing via phone, email, and even LinkedIn. In this position, not only will you help in reviewing proposals and responding to RFPs, but you'll also be using innovative tools like AI for crafting effective email campaigns. Ideal candidates will have a proven track record in appointment setting or lead generation, particularly within the educational sector. If you’re motivated, tech-savvy, and resilient, with outstanding communication skills in both English and preferably Spanish, this is a thrilling chance for you to shine. By joining this team, you’ll have the opportunity to drive success through consistent lead engagement, all while meeting goals and nurturing client relationships. So, if you're eager to harness your talents in a role that directly impacts business success, we would love to see your application!
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