Appointment Setter (Remote) (For Pooling)

About the role

The Appointment Setter will engage prospective business clients who may be looking for additional funding. Your primary responsibility will be to contact leads, identify their funding needs, determine their initial eligibility and interest, and connect qualified prospects with our funding partners. This may involve transferring interested prospects through a live or warm call or scheduling them for a discovery call.

Key responsibilities

• Contact prospective business clients through outbound calls
• Introduce the company's business funding services clearly and professionally
• Ask qualifying questions to understand each prospect's business and funding needs
• Determine the prospect's level of interest and readiness to speak with a funding specialist
• Transfer qualified and interested prospects to the appropriate funding partner through live or warm call transfers
• Schedule discovery calls for prospects who are unable to speak with a funding partner immediately
• Accurately update lead information, call outcomes, follow-up schedules, and appointment details in the company's CRM or tracking system
• Follow approved call scripts, qualification guidelines, and data-handling procedures
• Meet established activity, appointment-setting, and qualified-transfer targets
• Maintain a professional and positive customer experience during every interaction

About you

• Previous experience in appointment setting, outbound sales, telemarketing, lead generation, or a similar customer-facing role is preferred
• Strong spoken English and professional telephone communication skills
• Confident in handling outbound calls, asking qualifying questions, and responding to common objections
• Organized, detail-oriented, and consistent in documenting lead interactions
• Comfortable working independently in a remote environment
• Able to work during hours aligned with US business operations
• Experience in business funding, financial services, or B2B sales is an advantage but not required
• Reliable computer or laptop
• Stable, high-speed internet connection
• Quality headset with a clear microphone