Position: Appointment Setter

Number of hours: 20 hours/week

Schedule: 10:00 am to 2:00 pm CST

• Set 10–15 qualified appointments per month with decision-makers
• Work leads using tools like ZoomInfo, Lusha, Seamless.ai, Apollo, and YellowPages
• Enroll prospects into custom sequences via HubSpot or basic CRM tools
• Send personalized emails, texts, and Loom video recordings to drive engagement
• Maintain up-to-date records and follow-ups in the CRM, ensuring leads are in the correct stage of the pipeline
• Scrub, qualify, and segment contact lists based on buyer persona and campaign needs
• Conduct basic research on prospects and companies before outreach
• Track outreach metrics and report performance regularly
• Follow up with no-shows and reschedule appointments when needed
• Identify and suggest potential improvements in outreach strategies
• Ensure timely response to inbound leads during working hours
• Coordinate with internal team members to ensure proper handoff of qualified leads
• Stay aligned with campaign goals, offers, and buyer persona details
• Reference yourself as “EA” (Executive Assistant) when needed in communication
• (Optional) Handle or route incoming calls using IMAX phone system or RingCentral
• Perform other administrative tasks as assigned to support the team and sales process

• Experience in appointment setting, sales support, or similar roles
• Familiarity with HubSpot, IMAX Digital, or similar CRM systems
• Knowledge of contact sourcing platforms: Apollo, ZoomInfo, Seamless.ai, Lusha
• Comfortable doing Loom recordings and sending personalized outreach
• Experience working with blue-collar industries or similar (roofing, HVAC, restoration)
• Understanding of buyer personas and sales funnels
• Familiarity with Mergers & Acquisitions or roofing industry is a strong plus
• Highly organized, self-motivated, and detail-oriented
• Strong written and verbal communication skills in English
• Tech-savvy with reliable internet and computer setup
• Comfortable working independently and taking initiative
• Excellent phone, email and instant messaging communication skills
• Clear and concise communicator with effective English verbal and written communication skills
• Experience with basic social media management
• Strong analytical, and problem-solving skills
• Highly organized and detail-oriented; able to efficiently prioritize multiple tasks