About the role
- Call, email, and message prospects from lead lists or inbound interest queues.
- Confirm prospect interest and availability before scheduling meetings.
- Qualify leads using basic criteria (industry, role, need, budget alignment).
- Schedule appointments between prospects and sales reps using tools like Calendly, HubSpot Meetings, or Google/Outlook calendars.
- Manage time zone differences and ensure accurate scheduling.
- Send meeting confirmations, reminders, and reschedule if needed.
- Log all activities in Salesforce, HubSpot, or Zoho CRM.
- Update lead statuses and notes with accurate details.
- Maintain clean, up-to-date records of appointments and outcomes.
- Work closely with SDRs/BDRs and Account Executives to align on target prospects.
- Provide detailed handoffs with context on prospect needs.
- Share feedback from calls and emails to refine outreach strategies.
- Track metrics such as calls made, emails sent, appointments set, and show rates.
- Identify bottlenecks (e.g., low show rates) and suggest improvements.
Requirements
- 1–2 years experience in sales support, inside sales, or customer-facing roles.
- Familiarity with CRMs (Salesforce, HubSpot, Zoho) and scheduling tools (Calendly, Chili Piper).
- Strong written and verbal communication skills.
- Ability to manage multiple calendars and time zones.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
lead qualificationappointment schedulingCRM managementdata loggingmetrics tracking
Soft skills
communication skillstime managementorganizational skillscollaboration