Engage with prospects via phone, email, SMS, or virtual channels to initiate conversations and build interest.
Follow up and qualify inbound and outbound leads generated through marketing campaigns and outreach efforts.
Ask strategic discovery questions to identify customer needs, pain points, and fit.
Schedule, manage, and confirm appointments for the sales team to ensure a steady flow of qualified meetings.
Maintain, document, and update the sales pipeline daily using CRM platforms such as Go High Level or similar tools.
Track all lead activity, statuses, and follow-ups to ensure visibility and accountability across the funnel.
Collaborate with internal teams to improve lead generation, outreach messaging, and conversion processes.
Stay informed about product updates, market positioning, and industry trends to communicate value effectively to prospects.

Requirements

1–3 years of experience in sales, appointment setting, or a related customer-facing role (SaaS or software environments preferred).
Strong verbal and written communication skills with the ability to explain solutions clearly and concisely.
Experience using CRM systems and virtual communication tools to manage outreach and scheduling.
Highly organized, self-motivated, and results-oriented, with the ability to manage multiple leads simultaneously.
Comfortable working in a fully remote environment with clear productivity expectations.

Benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

salesappointment settinglead generationcustomer needs analysisCRM management

Soft Skills

verbal communicationwritten communicationorganizational skillsself-motivationresults-oriented