The Call Center Doctors

Appointment Setter

• Drive confident, professional conversations with prospects in the U.S.
• Cold call high-quality leads using our advanced dialer system.
• Set qualified appointments for roofing campaigns (storm, retail, inspections).
• Collaborate closely with our internal call center & management teams to ensure a smooth customer experience.
• Follow up and nurture leads throughout their decision-making process.
• Hit and exceed daily/weekly metrics to unlock higher commissions and fast track promotions.

Customer Success Manager

• Architect and execute PMO-grade systems for delivery, reporting, and accountability
• Manage a portfolio of 10–20 high-value B2B accounts, primarily in the solar and roofing sectors
• Drive measurable outcomes across retention, NPS, CSAT, and client lifetime value
• Oversee onboarding and activation programs that accelerate client time-to-value
• Identify churn risks early and convert them into retention and expansion opportunities
• Conduct executive-level business reviews that demonstrate clear ROI and impact
• Collaborate with Sales, Recruiting, Tech, and Product to drive alignment and eliminate friction
• Build real-time dashboards and reporting frameworks that make performance visible and actionable
• Implement AI-driven automation for communication, reporting, and client health monitoring

Client Success Director

• Build client success operations from scratch, with autonomy and authority
• Design and implement systems that can handle 10x growth over the next five years
• Operate with efficiency using ClickUp, CRMs, dashboards, and AI-powered automations
• Oversee onboarding and activation programs that accelerate client time-to-value
• Identify churn risks early and convert them into retention and expansion opportunities
• Conduct executive-level business reviews that demonstrate clear ROI and impact
• Collaborate with Sales, Recruiting, Tech, and Product to drive alignment and eliminate friction
• Build real-time dashboards and reporting frameworks that make performance visible and actionable
• Implement AI-driven automation for communication, reporting, and client health monitoring
• Continuously optimize for speed, clarity, and scalability

Lead Generation

• Drive high-volume outbound calling and handle inbound interest
• Qualify prospects using MCA criteria (monthly revenue, time in business, average daily bank balance, existing advances)
• Book calendar appointments or execute warm/cold live transfers to closers
• Capture every touchpoint in the CRM with clear, next-step notes
• Hit daily activity and quality targets with consistency
• Follow QA standards with WebWork screenshots and time tracking

Lead Generation Specialist

Business Development Rep

• Qualify, connect, and book high-quality appointments
• Work directly with closers and leaders
• Hit the phones and CRM

Business Development Representative

Sales

• Develop, deliver, and oversee training programs for outbound sales reps (roofing, solar, home services)
• Assess and certify appointment setters and closers before campaign placement
• Collaborate with Recruiting and Client Success to align staffing with client performance needs
• Design training playbooks, call scripts, SOPs, and QA frameworks
• Conduct performance audits, call reviews, and feedback sessions
• Manage training progress and project workflows using ClickUp
• Build and document repeatable training systems and processes for scale
• Continuously enhance LMS content (ProProfs) for effectiveness and engagement
• Support company-wide initiatives around performance, culture, and quality

Sales Trainer

Recruitment

• Hire 100+ call center agents per week across Roofing, Solar, and BPO verticals
• Source, screen, and deliver 5+ qualified candidates per day
• Build and manage a LATAM pipeline of elite sales and cold-calling talent
• Own the full recruiting cycle: sourcing → screening → onboarding handoff
• Leverage job boards, referrals, social networks, and creative channels to find top talent
• Collaborate with onboarding to ensure agents are ready on Day 1
• Track metrics, optimize pipeline, and consistently exceed targets

Appointment Setter

Client Success Director

Client Success Director

Lead Generation Specialist

Business Development Representative

Sales Trainer

High-Volume Recruiter