Job overview

We are seeking a skilled appointment setter to join our sales team and manage the appointment setting process. The ideal candidate will handle lead generation, follow-up communication, and scheduling appointments with potential customers. 

This role requires expertise in outreach, CRM management, and collaboration with sales representatives to create a smooth sales funnel. The appointment setter will work on telemarketing campaigns, automate repetitive tasks, and engage with prospective clients across time zones to help drive quality leads through the sales pipeline.

Key responsibilities

As part of the sales team, the appointment setter will ensure efficient outbound outreach and support the sales cycle. Responsibilities include:

• Lead generation. Identifying prospective clients through social media, LinkedIn, and outbound cold calling.
• Scheduling appointments. Coordinating with decision-makers to schedule meetings and sales appointments for sales representatives.
• Follow-up communication. Managing follow-ups to confirm appointments, address potential client inquiries, and build trust.
• CRM management. Logging calls, emails, and updates in the CRM to ensure accurate sales pipeline data.
• Collaboration. Partnering with sales reps and sales managers to improve workflows and implement effective strategies for achieving qualified leads.
• Handling rejections. Responding professionally to objections while maintaining outreach efforts.

Qualifications and skills

Ideal candidates should possess the following qualifications and skills to excel in the role:

• Education. A bachelor’s degree in business, marketing, or a related field is preferred.
• Work experience. Proven experience in appointment setting, inside sales, telemarketing, or SDR roles.
• Technical skills. Proficiency in CRM software, automation tools, and scheduling platforms.
• Communication skills. Strong phone etiquette, excellent written and verbal communication, and active listening.
• Soft skills. Resilience to rejections, adaptability to client needs, and the ability to manage time effectively.

About our company

We are a sales-focused organization dedicated to helping businesses connect with their target audience. By implementing effective appointment setting strategies, we help companies streamline their sales processes and improve conversion rates. Our approach is results-driven, with a focus on generating quality leads and delivering measurable outcomes.

What does an appointment setter do?

An appointment setter ensures the sales process runs efficiently by handling the initial stages of lead generation and outreach. Their responsibilities include:

• Researching potential customers. Using LinkedIn, social media, and other tools to identify a target audience.
• Cold calling and telemarketing. Reaching out to prospective clients via phone calls or emails to introduce services and set up meetings.
• Lead qualification. Assessing whether prospective clients are a good fit for the company’s value proposition and sales funnel.
• Scheduling meetings. Coordinating with decision-makers to set appointments that align with the sales team’s availability.
• CRM and data management. Keeping the sales pipeline organized by logging all outreach and follow-up activity in a CRM.
• Handling automation. Implementing tools to automate routine tasks like follow-ups and data entry.
• Engaging prospective clients. Nurturing leads by addressing their pain points and guiding them through the sales cycle.

Appointment setters are essential to B2B appointment setting, as they focus on building strong initial connections that lead to successful sales outcomes.