Appointment Setter

Appointment Setter (Lead Generation, CRM, Scheduling – Remote, U.S. Hours)

About the Role

We’re hiring an Appointment Setter to generate qualified meetings and support sales pipeline growth.

In this role, you’ll engage prospects through phone, email, and LinkedIn, qualify interest, and schedule meetings for sales representatives. Your goal is simple: keep the pipeline full with high-quality, sales-ready appointments.

EXAPTS are highly encouraged to apply.

If you’re confident in communication, organized with scheduling, and comfortable handling outbound outreach — this role is for you.

Responsibilities

Lead Engagement

• Reach out to prospects via phone, email, and LinkedIn
• Qualify leads based on basic criteria (role, industry, need, budget alignment)
• Confirm interest and readiness before scheduling meetings

Scheduling & Coordination

• Schedule meetings using tools like Calendly, HubSpot Meetings, Google Calendar, or Outlook
• Manage multiple time zones and ensure accurate bookings
• Send confirmations, reminders, and handle rescheduling when needed

CRM & Data Management

• Log all activity in CRM systems (Salesforce, HubSpot, Zoho)
• Update lead statuses, notes, and appointment details
• Maintain clean, accurate, and up-to-date records

Collaboration

• Work with SDRs/BDRs and Account Executives to align on target prospects
• Provide clear handoff notes with context on prospect needs
• Share feedback to improve outreach and messaging

Performance Tracking

• Track key metrics:

  • Calls made
  • Emails sent
  • Appointments booked
  • Show rates

• Identify gaps (e.g., low show rates) and suggest improvements

Requirements

• 1–2 years of experience in sales support, inside sales, or customer-facing roles

• Familiarity with:

  • CRM tools (Salesforce, HubSpot, Zoho)
  • Scheduling tools (Calendly, Chili Piper, Google/Outlook calendars)

• Strong written and verbal communication skills

• Ability to manage multiple calendars and time zones

• Highly organized with strong attention to detail

• Comfortable working remote during U.S. business hours

Nice to Have

• Experience supporting SDR/BDR teams in high-volume environments
• Familiarity with sales engagement tools (Outreach, SalesLoft, Apollo)
• Experience in SaaS, marketing, or B2B services
• Knowledge of sales methodologies (BANT, SPIN, Challenger)

Tools & Tech

• Salesforce / HubSpot / Zoho CRM
• Calendly / Chili Piper / Google Calendar / Outlook
• Outreach / SalesLoft / Apollo (if applicable)

Why Join

• Play a key role in driving sales pipeline and revenue growth
• Work in a fast-paced, performance-driven sales environment
• Develop strong skills in lead generation, qualification, and sales operations
• Opportunity to grow into SDR or closing roles
• Fully remote role with clear performance metrics

What Success Looks Like

• Consistently meet daily/weekly activity targets
• High volume of qualified appointments booked
• Strong meeting show rates (70–80%+)
• Accurate and up-to-date CRM records
• Positive feedback from sales teams on handoff quality

Apply Now

If you’re an Appointment Setter who can engage prospects, manage schedules, and book high-quality meetings, we’d love to hear from you.

Apply now and help drive consistent, high-performing sales pipelines.