Appointment Setter & Lead Management Specialist (Job ID: TRIDJ1)

IMPORTANT - Watch this quick Loom video on how to get hired:
https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0

C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT.

PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH
 

About the Client:

The client is a fast growing residential electrical and solar services company based in Orange County, California. The business is currently scaling through high volume Facebook marketing campaigns focused on electrical panel upgrades and solar opportunities. With a strong flow of inbound leads coming in daily, the client is looking for a highly motivated and persistent Virtual Assistant who can help manage lead flow, respond quickly to inquiries, and support the sales process by setting qualified on site appointments for the sales team. The client values speed, consistency, professionalism, and strong communication skills, while also maintaining an engaging and personable approach with customers.

About the Role:

The client is seeking a full time Appointment Setter & Lead Management Specialist to handle inbound lead follow up, appointment scheduling, and lead pipeline management. This role is heavily phone based and requires someone who is confident making outbound calls, following up persistently, and maintaining strong communication with potential customers throughout the scheduling process. The ideal candidate is highly organized, comfortable working in a fast paced sales environment, and adaptable enough to assist with administrative tasks during slower lead periods. This position offers performance based bonuses and strong growth potential for someone who thrives in a sales driven environment.

Key Responsibilities

Lead Follow Up & Appointment Setting

• Respond quickly to inbound Facebook and marketing generated leads
• Make outbound calls to follow up with leads throughout the day
• Qualify potential customers based on provided criteria
• Schedule on site appointments for the sales team
• Maintain consistent communication with leads to maximize conversion rates
• Use persistence and follow up strategies to re engage older leads in the pipeline

CRM & Pipeline Management

• Manage and update lead information inside Go High Level CRM
• Track lead activity, follow up attempts, and appointment statuses
• Ensure accurate documentation of customer interactions and appointment details
• Organize lead pipelines and maintain workflow efficiency

Sales Coordination & Administrative Support

• Coordinate appointment schedules with field sales representatives
• Dispatch sales representatives for scheduled on site visits
• Assist with administrative tasks during slower lead flow periods
• Support operational organization and communication between teams
• Prepare and organize templated customer estimates for the sales closer using pre established formats and processes
• Ensure estimates are accurate, properly formatted, and ready for the sales team to present to clients
• Support the closer by maintaining organized documentation and administrative preparation for appointments

Qualifications & Skills

Must Have

• Fluent English and Spanish communication skills
• Very neutral English accent required
• Previous experience in appointment setting, sales, SDR, call center, or lead generation roles
• Strong phone communication and objection handling skills
• Comfortable making high volume outbound calls daily
• Experience working with CRM systems
• Ability to multitask and stay organized in a fast paced environment
• Reliable internet connection and quiet work environment

Preferred

• Experience in home services industries such as electrical, HVAC, plumbing, solar, or related fields
• Familiarity with Go High Level CRM
• Experience handling inbound marketing leads from Meta or Google campaigns
• Previous experience supporting U.S. based service businesses
• Experience coordinating schedules or dispatching field teams

Personality Traits

• Persistent and resilient under pressure
• Self motivated and money driven
• Professional while still engaging and personable
• Strong sense of humor and ability to build rapport naturally
• Resourceful and proactive problem solver
• Comfortable adapting to changing priorities