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Job Title: Appointment Setter / Customer Service Representative

 

About the Company:

Our client is looking for a reliable, organized, and customer-focused professional to join their team.

 

Job Description:

The Appointment Setter will manage inbound calls, follow up with warm leads and past customers, qualify prospects, and schedule estimates for the sales team. This role requires you to communicate professionally with customers, maintain accurate records, and consistently meet call-volume and appointment-setting goals.

 

Responsibilities of the role:

• Answer inbound calls through RingCentral.

• Make 100–150 outbound calls per day to warm leads and past customers.

• Qualify customers based on location, project type, budget, and timeline.

• Schedule estimates using YouCanBookMe.

• Create and update contact and deal information in HubSpot.

• Follow up with leads via phone, text, and email.

• Maintain detailed and accurate notes on every customer interaction.

• Keep customer and lead information organized and up to date.

• Meet established call-volume and estimate-setting goals.

• Provide a professional and positive customer experience throughout the process.

 

Required Experience and Qualifications:

• Previous experience in appointment setting, customer service, sales, lead generation, or a similar role.

• Excellent spoken and written English.

• Professional and friendly phone presence.

• Comfortable making a high volume of outbound calls.

• Experience handling both inbound and outbound calls.

• Strong attention to detail and organizational skills.

• Ability to manage multiple customer interactions and follow-ups.

• Comfortable working with CRM and scheduling software.

• Ability to work independently and consistently meet performance goals.

 

Preferred Skills:

• Experience with HubSpot.

• Experience with RingCentral or similar phone systems.

• Experience with YouCanBookMe or similar scheduling platforms.

• Previous experience in home services, construction, remodeling, or a similar industry.

• Experience with lead qualification and appointment setting.

 

Personality:

• Friendly & Professional: Creates a positive experience on every call.

• Organized: Keeps detailed and accurate customer records.

• Reliable: Consistently follows up and meets daily goals.

• Goal-Oriented: Motivated by call volume and appointment-setting targets.

• Detail-Oriented: Makes sure no lead or customer interaction falls through the cracks.

• Independent: Able to manage daily responsibilities with minimal supervision.

• Coachable: Open to feedback and continuously looking to improve.

 

Software & Tools:

• HubSpot

• RingCentral

• YouCanBookMe

• Google Workspace

• CRM and communication platforms

 

Schedule:

40 hours per week in EST

Monday: 10:00 AM – 6:00 PM

Tuesday: 10:00 AM – 6:00 PM

Wednesday: 10:00 AM – 6:00 PM

Thursday: 10:00 AM – 6:00 PM

Friday: 9:00 AM – 1:00 PM

Saturday: 9:00 AM – 1:00 PM

 

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.