Appointment Setter

Job title: Appointment Setter

Type of employment: Part-time (Remote)

Budget: $4/hr - $5/hr

Shift Schedule: Between 8:30 AM - 6 PM

The Appointment Setter is responsible for reaching out to leads, prospects, and clients to schedule and confirm appointments while ensuring smooth coordination across the team. This role requires excellent communication, organizational skills, and attention to detail to keep calendars accurate, maximize productivity, and minimize scheduling conflicts.

About the Employer:

A Roofing company that was founded in 2009 and has rapidly grown to become one of the largest residential roofing companies in the US. Their balance of expertise, winning sales system, top-of-the-line materials partnerships, and consistent customer satisfaction have helped the company to become the fastest growing roofing company in the country.

Company core values:

• Always Serve: Committed to treating everyone with honesty, compassion, and professionalism while building trust and offering genuine solutions.

• Always Lead: Focused on taking responsibility, inspiring and collaborating with others, recognizing hard work, and encouraging continuous personal and professional growth.

• Always Innovate: Dedicated to challenging the status quo, embracing new technologies, and developing forward-thinking solutions to ensure long-term success.

Objectives of this role:

• Ensure a consistent flow of scheduled appointments for the sales and client-facing teams.

• Act as the first point of contact with prospects and clients, setting a professional and positive tone.

• Maximize team productivity by keeping calendars accurate and optimized.

Responsibilities:

• Contact leads and prospects via phone, email, or messaging platforms to schedule appointments.

• Confirm and follow up on scheduled appointments to reduce no-shows.

• Maintain and update the appointment calendar for sales representatives or service providers.

• Coordinate with internal team members to ensure availability and proper time allocation.

• Record and track client interactions in the CRM system or scheduling tool.

• Assist in qualifying leads by gathering basic information before scheduling.

• Provide reminders and confirmations to clients regarding their upcoming appointments.

• Escalate urgent scheduling issues or conflicts to the appropriate team member.

Required skills and qualifications:

• Proven experience as an appointment setter, scheduler, or in a similar administrative or sales support role.

• Excellent verbal and written communication skills.

• Strong organizational skills with keen attention to detail.

• Comfortable making outbound calls and handling follow-ups.

• Ability to manage multiple calendars and prioritize tasks effectively.

• Familiarity with CRM systems and scheduling tools (Job Nimbus CRM, Excel, Trello).

• Reliable, proactive, and able to work independently with minimal supervision.

• Highly motivated and able to speak perfect English.

• Confident, positive phone presence with the ability to think on their feet.

• Team player who works well with others.

Preferred skills and qualifications

• Experience working with a Roofing company.

• Knowledge of lead generation practices and sales processes.

• Ability to adapt to fast-paced environments and shifting priorities.

• Strong interpersonal skills with a client-focused mindset.