Appointment Setting Specialist

Job Title: Appointment Setting Specialist

Monthly Pay: $3,255 - $4,325 USD per month

Summary:

Phone calls, emails, and live chat are the primary ways this Appointment Setting Specialist connects with prospective customers and helps them reach the right conversation at the right stage. The Specialist sits on the business development team, works under a business development team lead, and partners with sales representatives and marketing coordinators to arrange qualified introductory meetings. This desk-based role receives outreach tasks and replies, clarifies interest, shares approved service information, and records each interaction for reliable transfer to the appropriate sales representative. The position is fully remote, work from home, in Georgia, United States, and relies on consistent digital communication with prospective customers and internal colleagues. The role requires a 40-hour weekly commitment. Working days and shift times may vary. By confirming meeting details and clear next steps, the Specialist supports productive conversations for prospective customers and internal sales representatives without closing sales.

Job Responsibilities:

• Review assigned outreach queues, inbound calls, email replies, and chat messages to identify prospective customers requesting an introductory conversation.

• Use a contact-center phone system such as Aircall to place calls, confirm interest, and document contact outcomes clearly.

• Respond through a live chat such as Drift with approved service information, courteous questions, and useful next-step options.

• Verify contact names, preferred contact methods, availability details, stated interests, and meeting purpose before proposing an appointment.

• Enter interaction notes, outcomes, requested follow-up details, and meeting preferences in a CRM such as Nimble after each contact.

• Use a scheduling and calendar tool such as Microsoft Outlook to offer openings, send invitations, and confirm meeting details with all participants.

• Coordinate with sales representatives when a prospective customer is ready for an introductory meeting or needs specialized service information.

• Follow up on unanswered outreach and incomplete booking details using the approved contact sequence, respectful messaging, and accurate notes.

• Escalate unclear requests, repeated contact concerns, scheduling conflicts, or urgent meeting changes to the business development team lead.

• Maintain accurate records and evaluate work through appointment accuracy, timely turnaround, complete notes, appropriate follow-up, and confirmed meeting details.

Qualifications:

• High school diploma or equivalent.

• About 1-2 years of related experience in appointment coordination, outbound outreach, sales support, or customer contact preferred.

• Knowledge of introductory meeting workflows, contact qualification practices, service information, and respectful outreach methods preferred.

• Familiarity with a CRM such as Nimble, a contact-center phone system such as Aircall, and digital scheduling tools preferred.

• Ability to ask clear qualifying questions, explain next steps, and accurately confirm meeting details with prospective customers.

• Strong judgment for recognizing when a request requires follow-up from a sales representative or team lead.

• Ability to maintain focused, courteous, and organized communication across phone, email, and live chat channels.

• Reliable computer, high-speed internet, and quiet private workspace, with availability for the 40-hour weekly commitment and agreed working days and shift times.

• Authorization to work in the United States.

Perks & Benefits:

• Fully remote work supporting a desk-based outreach and meeting coordination role.

• Structured onboarding and training on the named systems, outreach workflow, service information, and meeting confirmation practices.

• Regular check-ins with the business development team lead for coaching, priorities, and workflow guidance.

• Skill building in telemarketing, sales qualification, pipeline management, digital outreach, and meeting coordination.

• Health coverage, paid leave, a 401(k), maternity leave, and stipends.