预约设置员
Appointment Setter
VirtueStaff正在为一家住宅太阳能供应商寻找一名积极主动的预约安排员。在这个高频率外联职位中，您的主要职责将是与潜在房主联系，评估他们对太阳能解决方案的兴趣，并为太阳能销售团队预订合格的咨询会议。您将使用Tape和Oracle NetSuite等专业CRM系统，管理快速的线索响应，进行外呼销售电话，处理客户异议，并保持结构化的跟进节奏，以提高预约到场率。
职责
- 通过电话、短信、电子邮件和CRM外联工具及时联系潜在房主
- 立即响应来自线上营销活动、网页表单和推荐渠道的新来电线索
- 对现有潜在客户数据库和目标房主线索列表进行高频率外呼电话活动
- 根据屋顶可行性、用电量、房产所有权和当前电费来评估房主
- 为太阳能顾问和现场销售代表安排合格的展示会议
- 执行预约前确认电话和短信提醒，以减少取消和未到场情况
- 重新联系错过或取消的预约，为现场销售团队重新安排会议
- 使用专业且有说服力的销售技巧克服常见的房主犹豫和异议
- 在Tape、Oracle NetSuite和公司CRM中准确记录所有电话活动、笔记、预约更新和流程阶段
要求
- 在外呼电话、电话预约安排或内部销售线索生成方面有成功经验
- 有住宅太阳能、屋顶、HVAC、杀虫、窗户或类似家庭服务销售经验者优先考虑
- 展现出处理异议、在电话中迅速建立信任并高效评估线索的能力
- 有使用太阳能或家庭服务CRM系统如Tape、Oracle NetSuite或类似销售平台的经验
- 在日历协调、预约确认和流程跟进管理方面有较强技能
- 英语口语沟通能力出色，电话语气充满活力、专业且具有说服力
福利
- 可远程办公
- 绩效奖金
最初发布于Himalayas
查看英文原文
VirtueStaff is seeking a motivated Appointment Setter on behalf of our client, a residential solar provider. In this high-volume outreach position, your primary focus will be connecting with prospective homeowners, qualifying their interest in solar energy solutions, and booking qualified consults for the solar sales team. Working across specialized CRMs like Tape and Oracle NetSuite, you will manage rapid lead response, make outbound sales calls, handle customer objections, and maintain structured follow-up cadences to maximize appointment show rates.
Responsibilities
- Contact prospective homeowners promptly via phone, text message, email, and CRM outreach tools
- Respond immediately to new inbound leads generated from online marketing campaigns, web forms, and referral channels
- Conduct high-volume outbound calling campaigns to existing prospect databases and targeted homeowner lead lists
- Qualify homeowners based on roof viability, energy usage, property ownership, and current electric costs
- Schedule qualified presentation appointments for Solar Consultants and field sales representatives
- Execute pre-appointment confirmation calls and text reminders to minimize cancellations and no-shows
- Re-engage missed or canceled appointments to reschedule meetings for the field sales team
- Overcome common homeowner hesitations and objections using professional, persuasive sales techniques
- Log all call activities, notes, appointment updates, and pipeline stages accurately in Tape, Oracle NetSuite, and company CRMs
Requirements
- Proven track record in outbound calling, phone-based appointment setting, or inside sales lead generation
- Prior experience in residential solar, roofing, HVAC, pest control, windows, or similar home services sales is strongly preferred
- Demonstrated ability to handle objections, build immediate trust over the phone, and qualify leads efficiently
- Experience using solar or home service CRMs such as Tape, Oracle NetSuite, or parallel sales platforms
- Strong skills in calendar coordination, appointment confirmation, and pipeline follow-up management
- Excellent verbal communication skills in English with an energetic, professional, and convincing phone demeanor
Benefits
- Work From Home
- Performance Bonus
Originally posted on Himalayas