双语西班牙销售/预约设置者
Bilingual Spanish Sales / Appointment Setter
这是一个全远程的双语西班牙语销售/预约安排职位。包含自我介绍视频的申请将被优先考虑。由于该职位为全远程性质,候选人应熟悉通过视频会议进行沟通。
职位名称
双语西班牙语销售/预约安排专员
职位概述
你是潜在客户的首要接触点,在将潜在兴趣转化为合格销售机会方面起着关键作用。
这不是客户服务岗位。你的职责是与潜在客户互动,评估他们的需求,判断其购买潜力,并确保每个合格的潜在客户都能高效进入销售流程。
你每天会遇到:
- 大量的潜在咨询
- 有不同购买意向的客户
- 信息不完整的客户资料
- 日程冲突
- 需要多次跟进的客户
你的职责是在整个销售过程中保持推进,确保没有遗漏任何合格的机会,每个客户都能得到及时、专业的跟进。
该职位需要主动性,具备中英文的优秀沟通能力,并且在与客户交流时要有自信。如果在跟进前等待提醒或依赖频繁监督,会导致错过机会。
筛选信号:此职位不适合不习惯语音沟通、主动跟进或在快节奏销售环境中工作的人。
核心职责(实际执行)
1. 客户线索筛选与管道管理
- 及时响应来自落地页、社交媒体和其他营销渠道的潜在客户咨询。
- 根据购买意向、预算、企业背景和准备程度来筛选客户。
- 根据筛选标准对客户进行分类(一级、二级或三级)。
- 将合格的客户转交给相应的销售代表。
- 对需要立即处理的“热”客户进行升级处理。
2. 预约安排与日历协调
- 为合格的客户安排发现会议、咨询和后续会议。
- 协调日历以最大化预约可用性。
- 通过及时提醒确认预约并降低缺席率。
- 在必要时重新安排预约,同时保持良好的客户体验。
3. CRM与客户线索跟踪
- 在销售流程中维护准确的客户记录
查看英文原文
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
- 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
Originally posted on Himalayas