Bilingual Spanish Sales / Appointment Setter

This is a fully remote opportunity for the role of Bilingual Spanish Sales / Appointment Setter. Applications that include an introduction video will be prioritized. Due to the fully remote nature of this position, candidates should be comfortable communicating through video calls.

ROLE TITLE

Bilingual Spanish Sales / Appointment Setter

ROLE SUMMARY

You are the first point of contact for prospective customers and play a critical role in converting inbound interest into qualified sales opportunities.

This is not a customer support role. Your responsibility is to engage with inbound leads, assess their needs, qualify their potential, and ensure every qualified prospect is efficiently moved into the sales pipeline.

On a daily basis, you will encounter:

• high volumes of inbound inquiries
• leads with varying levels of buying intent
• incomplete customer information
• scheduling conflicts
• prospects requiring multiple follow-ups

Your role is to maintain momentum throughout the sales process by ensuring no qualified opportunity is overlooked and every lead receives timely, professional follow-up.

This position requires initiative, excellent communication skills in both English and Spanish, and confidence speaking with prospects. Waiting for reminders before following up or relying on constant supervision will result in missed opportunities.

Filtering Signal: This role is not suitable for individuals who are uncomfortable with voice communication, proactive follow-up, or working in a fast-paced sales environment.

CORE RESPONSIBILITIES (REAL-WORLD EXECUTION)

1. Lead Qualification & Pipeline Management

• Respond promptly to inbound leads from landing pages, social media, and other marketing channels.
• Qualify prospects based on buying intent, budget, business profile, and readiness.
• Categorize leads according to qualification criteria (Tier 1, Tier 2, or Tier 3).
• Route qualified opportunities to the appropriate sales representative.
• Escalate high-priority ("Hot") leads requiring immediate attention.

2. Appointment Setting & Calendar Coordination

• Schedule discovery calls, consultations, and follow-up meetings with qualified prospects.
• Coordinate calendars to maximize appointment availability.
• Confirm appointments and reduce no-show rates through timely reminders.
• Reschedule appointments when necessary while maintaining a positive customer experience.

3. CRM & Lead Tracking

• Maintain accurate lead records throughout the sales pipeline.
• Update lead status, notes, follow-up dates, and qualification outcomes.
• Ensure pipeline information remains organized and current.
• Support future CRM migration and process improvements when implemented.

4. Customer Follow-up & Sales Support

• Conduct timely follow-ups with prospects who require additional touchpoints.
• Re-engage inactive leads when appropriate.
• Answer basic inquiries before scheduling appointments.
• Ensure every interaction delivers a professional customer experience.

5. Social Media Lead Engagement

• Publish approved marketing content across social media platforms.
• Monitor inbound messages and engagement.
• Respond to basic inquiries or route prospects appropriately.
• Track inbound opportunities generated through social media.

6. Administrative & Sales Coordination

• Maintain organized sales records and appointment schedules.
• Communicate effectively with internal sales team members.
• Ensure lead handoffs include complete and accurate information.
• Assist with process improvements that increase sales efficiency.

REQUIREMENTS (NON-NEGOTIABLE)

• Previous experience in Sales, Appointment Setting, Inside Sales, Business Development, or Lead Generation.
• Fluent verbal and written communication skills in both English and Spanish.
• Comfortable handling voice calls with prospects.
• Strong lead qualification and objection-handling skills.
• Experience scheduling appointments and managing calendars.
• Familiarity with CRM systems and sales pipeline management.
• Strong follow-up discipline and organizational skills.
• Comfortable working independently with minimal supervision.
• Tech-savvy and able to quickly learn new software and processes.
• Candidates who require constant direction or frequent reminders are unlikely to succeed in this role.

TOOLS

• Asana
• Email
• Google Calendar (or equivalent scheduling tools)
• CRM (current lead tracker; future CRM implementation)
• Social Media Platforms
• Google Workspace / Microsoft Office

WHAT WE VALUE MOST

• You respond quickly to inbound opportunities.
• You qualify leads accurately rather than simply booking appointments.
• You consistently follow up until every opportunity reaches an outcome.
• You communicate professionally in both English and Spanish.
• You maintain organized and accurate sales records.
• You proactively identify opportunities to improve sales processes.
• You help move prospects smoothly through the sales funnel.

WHAT THIS ROLE IS NOT

• Not a customer service-only position.
• Not a cold calling role with high outbound quotas.
• Not a passive administrative assistant role.
• Not a marketing-only position focused solely on content posting.
• Not a role where appointments are booked without proper qualification.
• Not a position for individuals who avoid voice communication or proactive follow-up.

POSITION DETAILS

• Remote
• Full-time
• Independent Contractor
• Availability during US business hours is required.
• Fast-paced, metrics-driven sales environment.
• Performance is measured by lead response time, qualification accuracy, appointment conversion, and follow-up consistency.

APPLICATION INSTRUCTIONS

To apply, please answer the scenario below:

Scenario:

A new inbound lead submits a request through your company's website indicating they are interested in your services. After your initial outreach, the prospect does not answer your call but responds to your email saying they are interested and would like more information before booking a meeting.

Task:

Describe your actions during the first 24 hours after receiving this response. Outline your process step by step.

We are evaluating:

• Sales communication skills
• Lead qualification approach
• Follow-up strategy
• Organization and prioritization
• Customer experience
• Ability to move prospects through the sales pipeline

Clear thinking, initiative, and practical sales judgment are more important than writing style.

Benefits

• Paid Time Off
• HMO
• Fully Remote Work