Appointment Setter (GH - 04232025 - PTAS)

Position: Appointment Setter Number of hours: 20 hours/week Schedule: 10:00 am to 2:00 pm CST Tasks required: Set 1015 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 Requirements : 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