预约设置员
Appointment Setter
这是一个远程职位。
我们正在寻找一位注重细节、有说服力且有条理的预约专员，以帮助客户安排和管理销售通话、咨询及其他面向客户的会议。该职位将与销售和市场团队紧密合作，对潜在客户进行筛选，并确保顺利交接给成交人员或客户经理。成功的预约专员充满活力，擅长沟通，高度致力于支持销售增长。
主要职责
· 向客户提供或通过营销活动生成的潜在客户进行外呼。
- 根据客户或内部团队设定的标准对潜在客户进行筛选。
- 使用CRM或日历工具（如Calendly、HubSpot或Google Calendar）安排会议。
- 通过电话、电子邮件或短信跟进潜在客户，确认会议并减少缺席情况。
- 详细记录互动内容、结果和后续跟进。
- 定期提供关于潜在客户质量和会议指标的反馈。
- 与销售代表和客户经理协作，确保预约工作与整体销售目标保持一致。
要求
- 1–2年在类似外呼、潜在客户筛选或电话营销岗位的工作经验。
- 英语口语和书面表达能力强；掌握其他语言者优先。
- 能够妥善处理异议，并以积极专业的态度引导对话。
- 熟练使用CRM平台（如Salesforce、HubSpot、Zoho）和在线日历工具。
- 熟悉预约策略和电话脚本。
- 自我驱动、有条理，能够在远程或混合环境中独立工作。
- 根据客户需求，能够跨不同时区工作。
优先条件
· 在法律、SaaS或B2B服务行业有预约经验。
- 使用过自动化外呼工具，如Lemlist、Apollo.io或Instantly。
- 有达成或超越KPI的记录，如每日通话量、预约数量和到场率。
福利
- 具有竞争力的时薪，完成预约或到场率有绩效奖金。
- 灵活的远程工作环境。
- 有机会与多个行业的快速成长公司合作。
- 在销售或客户相关职位上有职业发展机会。
- 可获得针对预约和销售基础的培训和发展资源。
查看英文原文
This is a remote position.
We are seeking a detail-oriented, persuasive, and organized Appointment Setter to support our clients in booking and managing sales calls, consultations, and other client-facing meetings. This individual will work closely with sales and marketing teams, qualifying leads and ensuring a seamless handoff to closers or account managers. A successful Appointment Setter is energetic, excellent at communication, and highly motivated to support sales growth.
Key Responsibilities
· Make outbound calls to leads provided by the client or generated through marketing campaigns.
- Qualify leads based on criteria set by the client or internal team.
- Schedule appointments using CRM or calendar tools such as Calendly, HubSpot, or Google Calendar.
- Follow up with leads via phone, email, or SMS to confirm appointments and minimize no-shows.
- Maintain detailed records of interactions, outcomes, and follow-ups.
- Provide regular feedback on lead quality and appointment metrics.
- Collaborate with sales representatives and account executives to ensure alignment of appointment-setting efforts with broader sales goals.
Requirements
- 1–2 years of experience in a similar outbound calling, lead qualification, or telemarketing role.
- Strong verbal and written communication skills in English; additional languages are a plus.
- Comfortable handling objections and redirecting conversations in a positive, professional manner.
- Proficient with CRM platforms (e.g., Salesforce, HubSpot, Zoho) and online calendar tools.
- Familiarity with appointment-setting strategies and call scripting.
- Self-motivated, organized, and able to work independently in a remote or hybrid environment.
- Availability to work across different time zones depending on client needs.
Preferred Qualifications
· Prior experience setting appointments in the legal, SaaS, or B2B service industries.
- Experience using automated outreach tools such as Lemlist, Apollo.io, or Instantly.
- Track record of achieving or exceeding KPIs such as calls per day, booked appointments, and show-up rates.
Benefits
- Competitive hourly rate with performance-based bonuses for completed appointments or show rates.
- Flexible remote work environment.
- Opportunity to work with fast-growing companies across a variety of industries.
- Career growth potential in sales or client-facing roles.
- Access to training and development resources tailored to appointment setting and sales fundamentals.
About Teams Squared
Teams Squared is a team augmentation company that connects high-performing legal professionals, operations associates, developers, and other professionals with innovative startups and companies in need of talent. Whether it’s a solo counsel, a full legal ops team, or a fractional developer, we deliver people who hit the ground running. We build strong, long-term relationships with both our clients and the professionals we place, supporting both sides through onboarding and beyond.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Note: Only candidates who make it to our shortlist will be contacted for further discussions.
Originally posted on Himalayas