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Appointment Setter
FIT Solutions, LLCAppointment Setter generating qualified sales leads for FIT Solutions, a national IT services firm. Booking appointments, managing CRM records, and handing prospects to sales executives.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in lead generation, appointment setting, and customer relationship management, with a strong focus on achieving sales targets and maximizing revenue opportunities. Proficient in utilizing CRM tools like HubSpot to track and manage sales activities effectively.
Highest-signal resume keywords
Lead GenerationAppointment SettingHubSpot CRMOutbound ProspectingSales Target Achievement
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Lead GenerationAppointment SettingCRM ManagementSales ReportingMarket AnalysisSales Pipeline ManagementData AnalysisSales Strategy DevelopmentCold CallingEmail Prospecting
Soft Skills
Excellent Communication SkillsInterpersonal SkillsTime ManagementOrganization SkillsSelf-Motivation
Tools & Technologies
HubSpotConnectWiseMicrosoft OfficeSales Management ToolsBusiness Productivity Tools
Industry Keywords
Customer Relationship ManagementSales DevelopmentBusiness DevelopmentRemote SalesNetworking
About the role
Key responsibilities & impact- Actively seek out and engage customer prospects through prospecting strategies
- Identify prospects, book first-time appointments, and fill the sales pipeline
- Consistently add qualified leads to the pipeline and increase monthly recurring revenue opportunities
- Schedule two qualified appointments daily
- Introduce and hand off prospects to Solutions Executives, vCIO/vCISO, and/or the Executive Team
- Establish, develop, and maintain positive business and customer relationships
- Identify and qualify prospective clients through research, networking, and cold calling
- Explain products and services offered and deliver pre-qualified sales leads
- Achieve agreed-upon sales targets and outcomes within schedule
- Coordinate sales efforts with team members and other departments
- Analyze territory/market potential and track sales and status reports in HubSpot and ConnectWise
- Update and maintain customer account records in HubSpot CRM
- Use marketing data and relevant sales management tools to maximize solution effectiveness and efficiency
- Follow up aggressively on business opportunities
- Provide management with reports on customer needs, problems, interests, competitive activities, and potential new products and services
- Attend and represent the company at networking and tradeshow events
- Continuously improve through feedback
- Perform other duties as assigned
Requirements
What you’ll need- Minimum of 2 years of experience in appointment setting, lead generation, inside sales, business development, or a related customer-facing sales role preferred
- Proven experience engaging prospective customers and successfully scheduling qualified appointments or sales meetings
- Experience using CRM platforms, preferably HubSpot, to manage prospects, document activities, and track follow-up
- Experience with outbound prospecting through phone, email, and other communication channels
- Proficiency with Microsoft Office and standard business productivity and communication tools
- Experience working in a remote sales environment preferred
- Highly motivated, goal-oriented, and results-driven
- Excellent verbal and written communication skills
- Strong interpersonal, listening, questioning, time management, organization, and follow-up skills
- Ability to communicate product and service value and tailor messaging to prospect needs
- Ability to accurately document prospect activity, maintain CRM records, and manage follow-up tasks
- Self-motivated and comfortable working independently in a goal-driven environment
- Receptive to coaching and feedback
- Excellent English communication skills, including grammar, pronunciation, comprehension, and professional business communication
- Ability to spend prolonged periods standing, speaking, walking, driving, and/or sitting
- Ability to occasionally lift up to 25 lbs
Benefits
Comp & perks- Paid holidays
- Paid time off
- Paid sick leave
- Professional training & development opportunities