Sales

Appointment Setter

Looking to hire your next Appointment Setter? Here’s a full job description template to use as a guide.

About Vintti

Vintti is a forward-thinking staffing agency at the forefront of global talent solutions. We specialize in connecting US-based SMBs, startups, and firms with highly skilled professionals from Latin America. Our innovative approach breaks down geographical barriers, allowing businesses to tap into a rich pool of diverse talent while offering Latin American professionals access to exciting international career opportunities. Vintti builds bridges across continents, fostering cultural exchange and driving business growth through strategic staffing solutions.

Description

An Appointment Setter is an integral part of the sales and customer service teams, primarily responsible for arranging meetings and appointments for sales representatives or account managers. This role involves contacting potential clients through various communication channels, including phone, email, or social media, to introduce products or services and pique interest. An Appointment Setter must possess excellent communication skills, keen attention to detail, and the ability to manage and update scheduling systems efficiently. Their efforts help streamline the sales process, increase productivity, and contribute to the overall growth of the organization.

Requirements

- High school diploma or equivalent; bachelor's degree preferred.
- Proven experience as an appointment setter, telemarketer, or in a similar sales/customer service role.
- Excellent verbal and written communication skills.
- Strong listening skills and the ability to understand client needs.
- Proficient in using CRM software and other related tools.
- Ability to handle high-volume outbound calls professionally and efficiently.
- Strong organizational skills and attention to detail.
- Ability to multitask and manage time effectively.
- Familiarity with sales principles and strategies.
- Ability to work independently as well as part of a team.
- High level of persistence and resilience.
- Strong interpersonal skills and ability to build rapport with clients.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Comfortable working in a target-driven environment.
- Basic understanding of the company’s products or services.
- Positive attitude and a proactive approach to problem-solving.

Responsabilities

- Make outbound calls to potential clients to introduce company's products or services.
- Schedule appointments for sales representatives with prospective clients.
- Manage and update CRM system with call outcomes and appointment details.
- Follow up with leads showing interest but not yet scheduled.
- Confirm upcoming appointments by contacting prospects.
- Respond to incoming inquiries from potential clients via phone and email.
- Qualify leads based on predetermined criteria.
- Work closely with sales team on lead quality and appointment outcomes.
- Track and report daily, weekly, and monthly call and appointment metrics.
- Attend team meetings and training sessions.
- Handle rescheduling requests and update calendar.
- Conduct initial research on potential clients for personalized outreach.
- Send follow-up emails to prospects after calls.
- Maintain a professional and courteous demeanor with prospects.
- Utilize scripts and guidelines for consistent communication.
- Work towards achieving individual and team appointment setting targets.

Ideal Candidate

The ideal candidate for the Appointment Setter role is a highly motivated and resilient professional with proven experience in telemarketing, appointment setting, or a similar sales/customer service position. They possess exceptional verbal and written communication skills, with a keen ability to listen actively and understand client needs. This individual is proficient in using CRM software and other related tools, demonstrating strong organizational skills and meticulous attention to detail. They can efficiently handle a high volume of outbound calls while maintaining a professional and courteous demeanor. With a strong understanding of sales principles and strategies, they work independently and collaboratively, bringing a proactive and goal-oriented approach to their tasks. The ideal candidate has outstanding interpersonal skills, capable of building rapport with clients, and exhibits a positive attitude with a friendly disposition. They are adaptable, open to continuous learning, and show unwavering persistence and resilience. Reliability, integrity, and a high degree of honesty define their work ethic, ensuring they meet and exceed targets in a target-driven environment. Proficiency in Microsoft Office Suite and a fundamental understanding of the company’s offerings enable them to perform their duties efficiently. Ultimately, they are a dedicated professional committed to personal and team success, consistently striving for excellence.

On a typical day, you will...

- Make outbound calls to potential clients to introduce the company's products or services.
- Schedule appointments for sales representatives to meet with prospective clients.
- Manage and update the customer relationship management (CRM) system with call outcomes and appointment details.
- Follow up with leads who have shown interest but have not yet scheduled an appointment.
- Confirm upcoming appointments by contacting prospects to remind them of the meeting.
- Respond to incoming inquiries from potential clients via phone and email.
- Qualify leads based on predetermined criteria to ensure they meet the company's target profile.
- Work closely with the sales team to ensure alignment on lead quality and appointment outcomes.
- Track daily, weekly, and monthly call and appointment metrics to report to management.
- Attend and participate in team meetings and training sessions to improve skills and performance.
- Handle rescheduling requests and update the calendar accordingly.
- Conduct initial research on potential clients to personalize outreach efforts.
- Send follow-up emails to prospects after calls to provide additional information or documentation.
- Maintain a professional and courteous demeanor when interacting with prospects.
- Utilize scripts and guidelines to consistently communicate key points about the company's offerings.
- Work towards achieving individual and team targets for appointments set.

What we are looking for

- Strong communication skills, both verbal and written
- Active listening skills, able to understand and address client needs
- High level of persistence and resilience
- Self-motivated with a proactive approach
- Excellent time management and organizational skills
- Ability to handle high-volume outbound calls efficiently
- Strong interpersonal skills with the ability to build rapport with clients
- Professional and courteous demeanor
- Goal-oriented and target-driven
- Detail-oriented with strong attention to detail
- Adaptable and open to learning new techniques
- Positive attitude and friendly disposition
- Reliable and dependable
- Ability to work both independently and as part of a team
- Strong problem-solving abilities
- High degree of integrity and honesty
- Tech-savvy with proficiency in using CRM software and other tools
- Basic understanding of sales principles and strategies
- Willingness to participate in ongoing training and development

What you can expect (benefits)

- Competitive salary range based on experience and performance
- Health benefits, including medical, dental, and vision coverage
- Paid time off (PTO) including vacation, sick leave, and holidays
- Opportunities for career advancement and professional development
- Flexible working hours to promote work-life balance
- Remote work opportunities or hybrid working model
- Performance-based bonuses and incentives
- Comprehensive training programs and ongoing support
- Employee assistance program for mental health and wellness
- Retirement savings plan with employer contributions
- Team-building activities and company-sponsored events
- Access to cutting-edge tools and technologies
- Supportive and collaborative team environment
- Travel allowances for work-related trips
- Company-provided equipment and resources for remote work
- Regular feedback and performance reviews for personal growth
- Opportunities to attend industry conferences and networking events
- Employee recognition programs and awards
- Discount programs and employee perks such as gym memberships or wellness programs

Vintti logo

Do you want to find amazing talent?

See how we can help you find a perfect match in only 20 days.

Appointment Setter FAQs

Here are some common questions about our staffing services for startups across various industries.

More Job Descriptions

Browse all roles

Start Hiring Remote

Find the talent you need to grow your business

You can secure high-quality South American talent in just 20 days and for around $9,000 USD per year.

Start Hiring For Free