HR Admin and Appointment Setter

Job Summary:
Apply your strengths as a warm, confident HR Admin and Appointment Setter with strong admin skills, helping us connect with small and growing businesses and nonprofits that need HR support. You’ll research prospects, make friendly outreach calls, qualify leads, and book discovery calls, while keeping our CRM, calendar, and prospect lists organized. We’d be excited to meet you if you’re comfortable on the phone, follow through on details, and are eager to learn more about HR as you grow with us.

Key Responsibilities:

• Research small and growing businesses and nonprofits that fit our ideal client profile and identify the right decision-makers
• Make warm, professional introductory and follow-up calls using an approved conversational script
• Listen actively, ask thoughtful questions, and use context clues to qualify leads
• Schedule and confirm discovery calls, and manage Google Calendar availability, reminders, rescheduling, and conflicts
• Record detailed call notes, lead status, and next steps in Salesforce
• Keep prospect lists clean in Google Sheets or Excel, remove duplicates, and track all outreach
• Support Gmail inbox coordination and HoneyBook inquiry and appointment workflows
• Use AI tools such as ChatGPT and Claude for approved drafting and research, always checking the output and protecting confidential information
• Prepare clear weekly reports and join a weekly video check-in to share progress
• Take on more as the role grows, including client onboarding follow-ups, newsletter scheduling, referral-partner follow-up, and basic QuickBooks record organization

Mandatory Skills:

• Clear, confident spoken and written English
• A friendly, professional phone presence and strong active listening skills
• Ability to follow a script naturally while adapting to each conversation
• Sound judgment, including knowing when to escalate questions instead of giving HR, legal, tax, or accounting advice
• Comfortable with Gmail, Google Calendar, and Google Sheets or Excel, or able to learn them quickly
• A strong respect for confidentiality and data privacy
• Professional video meeting etiquette
• A quiet calling space, reliable internet connection, and a quality headset
• Motivated, exacting, and independent
• Strong communication skills and quick to put feedback into practice

Preferred Skills:

• Experience in appointment setting, lead qualification, cold calling, or customer service
• Hands-on experience with Salesforce or another CRM
• Familiarity with HoneyBook or QuickBooks
• HR background or familiarity with HR terminology
• Experience using ChatGPT, Claude, or other AI tools for drafting and research
• Background in professional services, calendar coordination, or LinkedIn and social media research
• Able to handle several tasks and priorities at once without losing focus

Why Join Us:
You’ll join a growing HR consulting practice at an exciting stage, where your work shapes how we reach and serve new clients. We offer a supportive, flexible working environment with clear guidance and plenty of room to build your skills in HR and client relations. As the business grows, your role can grow with it.