Role Description
The position of Appointment Setter takes a results-driven sales lead qualifier to actively seek out and engage customer prospects. In this role, the Appointment Setters are responsible for expanding a company's customer base by using prospecting strategies to identify prospects, book first time appointments, and fill the Sales Pipelines. These efforts will directly boost top-line revenue growth, customer acquisition levels and profitability.
Qualifications
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Minimum of 2 years of experience in appointment setting, lead generation, inside sales, business development, or a related customer-facing sales role preferred.
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Proven experience engaging prospective customers and successfully scheduling qualified appointments or sales meetings.
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Experience using CRM platforms, preferably HubSpot, to manage prospects, document activities, and track follow-up.
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Experience with outbound prospecting through phone, email, and other communication channels.
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Proficiency with Microsoft Office and other standard business productivity and communication tools.
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Experience working in a remote sales environment preferred.
Requirements
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Consistently adding new qualified leads to the Pipeline increasing monthly recurring revenue opportunities.
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Schedule two qualified appointments daily.
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Introduce and hand off prospects to the Solutions Executive, vCIO/vCISO, and/or the Executive Team.
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Measured Activities:
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Number of meetings booked per day.
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Talk time per day.
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Outbound cold calls per day.
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Cold emails and/or social media messages per day.
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Grant Cardone Training: Live Sales Training and modules per day.
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Establish, develop, and maintain positive business and customer relationships.
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Identifying and qualifying prospective clients through research, networking, and cold calling to qualify leads and explain products and services offered.
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Delivering pre-qualified sales leads to a Solutions Executive, vCIO/vCISO, and/or Executive Team.
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Achieve agreed upon sales targets and outcomes within schedule (Quotas are subject to change).
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Coordinate sales effort with team members and other departments.
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Analyze the territory/marketβs potential, track sales, and status reports in HubSpot and ConnectWise.
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Updating and maintaining customer account records, including contact names and numbers for future deals in HubSpot CRM.
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Using marketing data to maximize solution effectiveness and efficiency by using relevant sales management tools and HubSpot CRM.
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Aggressively following up on business opportunities.
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Maintaining professionalism, diplomacy, sensitivity, and tact to portray the Company in a positive manner.
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Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
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Keep abreast of best practices and promotional trends.
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Attending and representing the company at networking and tradeshow events.
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Continuously improve through feedback.
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Perform other duties as assigned.
Benefits
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Paid holidays
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Paid time off
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Paid sick leave
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Professional training & development opportunities