Appointment Setter

Other Jobs To Apply

Job Title: Appointment Setter

Position Type: Full-Time, Remote

Working Hours: U.S. client business hours (aligned with prospect time zones)

About the Role:

Our client is seeking an Appointment Setter to support sales teams by scheduling qualified meetings with prospects. This role involves engaging leads through phone, email, and LinkedIn, confirming interest, and coordinating calendars between prospects and sales representatives. The Appointment Setter ensures the pipeline is consistently fueled with quality, sales-ready appointments that move opportunities forward.

Responsibilities:

Lead Engagement:

    • Call, email, and message prospects from lead lists or inbound interest queues.
    • Confirm prospect interest and availability before scheduling meetings.
    • Qualify leads using basic criteria (industry, role, need, budget alignment).

    Scheduling & Coordination:

      • Schedule appointments between prospects and sales reps using tools like Calendly, HubSpot Meetings, or Google/Outlook calendars.
      • Manage time zone differences and ensure accurate scheduling.
      • Send meeting confirmations, reminders, and reschedule if needed.

      CRM & Data Management:

        • Log all activities in Salesforce, HubSpot, or Zoho CRM.
        • Update lead statuses and notes with accurate details.
        • Maintain clean, up-to-date records of appointments and outcomes.

        Collaboration:

          • Work closely with SDRs/BDRs and Account Executives to align on target prospects.
          • Provide detailed handoffs with context on prospect needs.
          • Share feedback from calls and emails to refine outreach strategies.

          Performance Tracking:

            • Track metrics such as calls made, emails sent, appointments set, and show rates.
            • Identify bottlenecks (e.g., low show rates) and suggest improvements.

            What Makes You a Perfect Fit:

            • Confident communicator, comfortable on phone, email, and chat.
            • Organized and detail-oriented, ensuring no double-bookings or missed confirmations.
            • Persistent and resilient — able to handle rejections and keep going.
            • Able to balance volume with professionalism in every interaction.

            Required Experience & Skills (Minimum):

            • 1–2 years experience in sales support, inside sales, or customer-facing roles.
            • Familiarity with CRMs (Salesforce, HubSpot, Zoho) and scheduling tools (Calendly, Chili Piper).
            • Strong written and verbal communication skills.
            • Ability to manage multiple calendars and time zones.

            Ideal Experience & Skills:

            • Experience supporting SDR/BDR teams in high-volume environments.
            • Familiarity with sales engagement tools (Outreach.io, SalesLoft, Apollo).
            • Industry experience in SaaS, marketing, or B2B professional services.
            • Knowledge of basic sales methodologies (BANT, SPIN, Challenger).

            What Does a Typical Day Look Like?

            An Appointment Setter’s day revolves around connecting with leads and booking qualified meetings. You will:

            • Begin by reviewing CRM tasks and prioritizing follow-ups or new lead lists.
            • Make outbound calls and send emails to prospects, confirming interest and securing meeting times.
            • Coordinate schedules between prospects and sales reps, sending reminders and confirmations.
            • Update CRM records with call notes, statuses, and scheduled appointments.
            • Review daily metrics (appointments booked, show rates) and plan improvements.

            In essence: you ensure that sales reps always have a steady flow of qualified conversations lined up.

            Key Metrics for Success (KPIs):

            • Daily/weekly call and email activity targets met.
            • Appointments booked per week/month (per client benchmarks).
            • Show rate of scheduled meetings (≥ 70–80%).
            • CRM hygiene: 100% of interactions logged accurately.
            • Positive feedback from sales reps on handoff quality.

            Interview Process:

            1. Initial Phone Screen
            2. Video Interview with Pavago Recruiter
            3. Practical Task (e.g., roleplay scheduling a call with a prospect, or log sample leads into CRM + schedule mock appointments)
            4. Client Interview with Sales Team
            5. Offer & Background Verification
            Back to blog

            Common Interview Questions And Answers

            1. HOW DO YOU PLAN YOUR DAY?

            This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

            2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

            When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

            3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

            Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

            4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

            With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

            5. HOW DO YOU PROCESS INFORMATION?

            Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

            6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

            Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

            7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

            Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

            8. HOW TO PRIORITIZE WORK?

            The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

            9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

            Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

            10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

            This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...