Appointment Setter

Appointment Setter

Reports to: Sales Manager 

Status: Regular Full-Time

Location: Remote

POSITION SUMMARY

The position of Appointment Setter takes a results-driven sales lead qualifier to actively seek out and engage customer prospects. In this role, the Appointment Setters are responsible for expanding a company's customer base by using prospecting strategies to identify prospects, book first time appointments, and fill the Sales Pipelines. These efforts will directly boost top-line revenue growth, customer acquisition levels and profitability.

ABOUT FIT SOLUTIONS

FIT Solutions is an innovative national IT Services firm, and we are growing every day. We are focused on creating a culture of elite raving fans for our employees that solves business problems for our clients. We are on a mission to impact the lives touched by technology. We teach and promote individuals to set and achieve their personal, professional, and financial goals through the work we do together. Measuring results against best-in-class businesses, we are focused on hitting targets.  We are a humble and adaptable group of people who continue to train, and role play daily in pursuit of our goals. We are a great fit for team members that are aligned and thrive in a fast-paced, results driven environment.

PRIMARY OBJECTIVES

• Consistently adding new qualified leads to the Pipeline increasing monthly recurring revenue opportunities.
• Schedule two qualified appointments daily. Introduce and hand off prospects to the Solutions Executive, vCIO/vCISO, and/or the Executive Team.

Measured Activities:

• Number of meetings booked per day.
• Talk time per day.
• Outbound cold calls per day.
• Cold emails and/or social media messages per day.
• Grant Cardone Training: Live Sales Training and modules per day.

SECONDARY OBJECTIVES

• Establish, develop, and maintain positive business and customer relationships.
• Identifying and qualifying prospective clients through research, networking, and cold calling to qualify leads and explain products and services offered.
• Delivering pre-qualified sales leads to a Solutions Executive, vCIO/vCISO, and/or Executive Team.
• Achieve agreed upon sales targets and outcomes within schedule (Quotas are subject to change).
• Coordinate sales effort with team members and other departments.
• Analyze the territory/market’s potential, track sales, and status reports in HubSpot and ConnectWise.
• Updating and maintaining customer account records, including contact names and numbers for future deals in HubSpot CRM.
• Using marketing data to maximize solution effectiveness and efficiency by using relevant sales management tools and HubSpot CRM.
• Aggressively following up on business opportunities.
• Maintaining professionalism, diplomacy, sensitivity, and tact to portray the Company in a positive manner.
• Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
• Keep abreast of best practices and promotional trends.
• Attending and representing the company at networking and tradeshow events.
• Continuously improve through feedback.
• Perform other duties as assigned.

COMPETENCIES

• Highly motivated, goal-oriented, and results-driven, with a strong focus on meeting or exceeding appointment-setting and lead-generation targets.
• Excellent verbal and written communication skills, with the ability to engage prospects professionally and confidently.
• Strong interpersonal skills with the ability to build rapport quickly and create positive prospect experiences.
• Ability to effectively communicate the value of products and services and tailor messaging based on prospect needs.
• Strong listening and questioning skills with the ability to identify prospect needs and qualify potential opportunities.
• Excellent time management, organization, and follow-up skills, with the ability to manage a high volume of prospect interactions.
• 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 with a demonstrated willingness to continuously improve performance.
• Excellent English communication skills, both verbal and written, with a high level of proficiency in grammar, pronunciation, comprehension, and professional business communication.

EDUCATION AND EXPERIENCE

• 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 other standard business productivity and communication tools.
• Experience working in a remote sales environment preferred.
  

BENEFITS

FIT Solutions has your back, and is proud to offer a rich benefit package to our employees, including:

• Paid holidays
• Paid time off
• Paid sick leave
• Professional training & development opportunities

PHYSICAL REQUIREMENTS

• Ability to spend prolonged periods of time standing, speaking, walking, driving, and/or sitting.
• Requires ability to occasionally lift to 25lbs.
  
• Reasonable accommodation may be made to enable individuals with disabilities to perform the essential requirements.

AAP/EEO Statement
FIT Solutions is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind.  We are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics.

Disclaimer

The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time; or. The scope of the job may change as necessitated by business demands.