Appointment Setter

• Manage inbound and outbound calls to schedule client appointments accurately and professionally.
• Process appointment requests received through email and other communication channels while ensuring all required information is captured and documented.
• Reschedule missed appointments, correct scheduling errors, adjust appointments based on case changes, and ensure all updates are accurately reflected in scheduling systems.
• Conduct courtesy calls regarding delays, schedule changes, appointment confirmations, and service updates while maintaining a professional and client-focused experience.
• Monitor, document, and respond to voicemail messages within established service-level expectations to ensure timely client communication and issue resolution.
• Notify Team Leads regarding counselor delays, no-shows, client complaints, scheduling conflicts, or escalation requests requiring management intervention.
• Maintain accurate records of client interactions, appointment activity, scheduling updates, and communication logs while ensuring data integrity and compliance.

Appointment Scheduling Specialist

• As a Direct Sales Setter, you’ll connect with homeowners to schedule appointments for our Certified Attic Inspectors.
• Engage with homeowners and schedule attic inspection appointments.
• Help families save money and improve their health through our services.
• Consult with homeowners and generate interest while setting appointments.
• Showcase Moxie Pest Control’s professionalism and integrity.

• Make high-volume outbound calls to potential customers
• Qualify leads, set appointments for sales team and close sales
• Follow up with leads and ensure customer satisfaction
• Maintain accurate records of calls and appointments in CRM system
• Communicate effectively with team members and management
• Meet or exceed weekly and monthly appointment setting goals
• Stay up-to-date with product and service knowledge
• Provide feedback to improve sales and marketing strategies

• Responsible for scheduling patient appointments using appointment scheduling software.
• Accepts incoming patient phone calls and uses software to schedule patients
• Triages patient needs for timeliness of appointments based upon pre-determined criteria
• Determines which physician to place patient with based upon pre-determined criteria
• Retrieves appointment requests and places outbound calls to patients for scheduling of appointments
• Gathers and updates insurance information, personal data and notifies patients of financial expectations
• Communicates and collaborates with providers and provider’s staff to ensure patient scheduling needs are met
• Meets call quota expectations as assigned by supervisor/manager
• Monitor and work the Scheduling Department inbox (Portal messages and bumplist)
• Communicates with other departments as needed regarding insurance inquiries, patient balances and same day add ons

Patient Appointment Scheduler

• Make high volume outbound calls to warm leads
• Qualify prospects and identify buying intent
• Set appointments for closers
• Follow up with leads across the pipeline
• Utilize CRM systems to track activity
• Attend daily sales meetings and coaching sessions
• Study sales calls and improve performance
• Collaborate with closers and leadership
• Hit and exceed appointment targets consistently

High Ticket Appointment Setter, Warm Leads

• Represent Clark Energies and support new client onboarding
• Contact company-provided leads to schedule qualified appointments
• Manage inbound calls and convert prospects into appointments
• Schedule, reschedule, and verify appointments
• Maintain clear communication with consultants and clients
• Participate in company communication channels
• Collect client reviews and referrals
• Ensure appointment accuracy and adherence to company standards
• Provide homeowners with introductory education on the benefits of renewable energy

Appointment Coordinator

• Lead Appointment Coordinator contributes to overall patient satisfaction by consistently delivering outstanding customer service to patients, providers and payers throughout the patient’s healthcare experience.
• Provides day to day support for the appointment team, acting as a subject matter expert, Super User, primary escalation point, preceptor, and performance coach.
• Performs a wide variety of patient care activities, including the prompt and accurate handling of scheduling/registration.
• Addresses patient concerns and communicates courteously throughout the delivery of care.
• Aims always for first call resolution.
• Collaborates with physician offices and clinical departments to coordinate services.
• Prepares patients for their visit and maintains all of its support processes.

Appointment Coordinator – Lead, Neuroscience

• Conduct daily outbound outreach via phone calls and email sequences.
• Prospect net-new insurance agencies, closed-lost opportunities, and targeted accounts.
• Execute structured follow-up cadences to engage unresponsive prospects.
• Qualify prospects to ensure strong fit prior to scheduling.
• Schedule meetings directly onto Sales Advisors’ calendars.
• Provide clean, detailed handoff notes to Sales Advisors before meetings.
• Maintain accurate activity and lead status in HubSpot CRM.
• Collaborate closely with Sales Advisors to improve meeting quality and conversion.

• Calendar & Booking Management
• Client Readiness & Non-Negotiables
• Light Pain Discovery & Client Context (Level 1–2)
• Client Communication, Confidence Building & Advisor Edification
• Health Advisor Support & Ongoing Communication
• Systems, CRM & Communication Proficiency
• Show Rate Protection & Escalation

Admissions Coordinator – Outbound Texting Appointment Setter

Admissions Coordinator – Outbound Calling Appointment Setter

• Execute 100 daily outreach efforts across email, Instagram, LinkedIn, and secondary platforms (Facebook, TikTok, Pinterest) using a documented weekly penetration plan.
• Drive qualified prospects to claim their free Beauty Seek Directory page.
• Ensure listings are completed and submitted as the first step in the editorial conversion path.
• Convert conversations into recorded interviews.
• Manage scheduling, confirmations, and attendance to meet weekly interview completion targets.
• Re-engage interview guests and qualified prospects to sell editorial membership packages, including single reports and premium packages.
• Maintain clean pipeline stages, follow-up schedules, and activity reporting across outreach, interviews, and closed editorial memberships.

• Kontaktaufnahme mit potenziellen Kunden per Telefon, E-Mail oder Social Media
• Qualifizierung von Leads und Ermittlung des Bedarfs
• Vereinbarung von Terminen für unser Beratungsteam
• Pflege und Aktualisierung der Kundendatenbank (CRM)
• Enge Zusammenarbeit mit Marketing und Projektmanagement
• Kontinuierliche Optimierung der Gesprächs- und Terminvereinbarungsprozesse

Vertriebsmitarbeiter / Appointment Setter

• Accurately schedules appointments
• Enters data into computerized appointment system
• Answers phones and directs calls as needed
• Ensures accurate patient information is entered into computer
• Routes printed information to designated department
• Creates ad-hoc appointments, check in & check-out
• Updates patient records and appointments
• Receives, assesses and routes telephone calls

• Qualify inbound leads to ensure they are suitable for the sales process.
• Reactivate leads that have shown previous interest but have not scheduled a call.
• Follow up with leads who have entered data but have not scheduled or continued through the sales process.
• Use phone calls and emails to ensure leads schedule discovery calls.
• Maintain and update the CRM to ensure all lead information is accurate and up-to-date.

Appointment Setter, B2B

• Conduct outbound calls to a provided list of approximately 1,000 contacts to inquire about potential interest in selling jewelry, coins, or collectibles.
• Engage in B2C conversations with a focus on building rapport and trust, particularly with older individuals.
• Communicate clearly and at a steady, easy-to-understand pace to ensure effective interactions.
• Accurately document call outcomes and relevant information in the system.
• Continuously work through assigned contact lists and transition to new lists as they are provided.

Appointment Setter, B2C

• Perform high-volume outbound outreach via calls, texts, emails, and LinkedIn
• Prospect into SMB owners, tax professionals, realtors, and service-based businesses
• Qualify leads based on credit, revenue, and intent
• Book high-quality strategy calls for the sales team
• Execute aggressive follow-up on aged and inbound leads
• Conduct social engagement and direct message outreach on Instagram and LinkedIn
• Support light content execution, including posting, commenting, and replying
• Manage and maintain pipeline within CRM (HubSpot or equivalent)
• Track activity and performance metrics consistently
• Develop skills to grow into a full closing role

Outbound Sales Closer / Appointment Setter

• Conduct outreach by phone and online to current and prospective clients to schedule insurance consultations
• Confirm, follow up, and reschedule appointments to maintain a full agent calendar
• Engage clients warmly and professionally — answering general questions and directing them to the right team member
• Maintain accurate client records and appointment data in our CRM system
• Collaborate with licensed agents and service staff to ensure smooth client handoffs
• Support outreach campaigns for renewals, new products, and special promotions
• Meet daily and weekly appointment targets with consistency and professionalism

See all jobs on JobTailor

Appointment Scheduling Specialist

Appointment Setter

Appointment Setter

Patient Appointment Scheduler

High Ticket Appointment Setter, Warm Leads

Appointment Coordinator

Appointment Setter

Appointment Setter

Appointment Coordinator – Lead, Neuroscience

Appointment Setter

Admissions Coordinator – Outbound Texting Appointment Setter

Admissions Coordinator – Outbound Calling Appointment Setter

Appointment Setter

Vertriebsmitarbeiter / Appointment Setter

Appointment Coordinator

Appointment Setter, B2B

Appointment Setter, B2C

Outbound Sales Closer / Appointment Setter

Appointment Setter

Appointment Setter