Appointment Setter & Lead Generation Specialist

About the Role

We're looking for a proactive and results-driven Appointment Setter & Lead Generation Specialist. The primary goal of this role is simple: book demo appointments. Everything you do feeds toward that. You'll be targeting small business owners and decision-makers across California, as well as referral partners such as insurance brokers and HR consultants, using a combination of research, LinkedIn outreach, and email campaigns.

Work Structure & Requirements

• Location: Remote / Virtual
• Schedule: (please confirm hours/week)
• Compensation: (please confirm rate)

Key Responsibilities

1. Demo Appointment Booking

• Book demo appointments with California small business owners and decision-makers in industries with hourly employees — including restaurants, construction, dental offices, retail, staffing, and healthcare (businesses under 150 employees that pay hourly workers)
• Book referral partnership meetings with EPLI insurance brokers, insurance agents, and HR consultants in California who work with these types of businesses

2. Lead Research & List Building

• Build targeted lead lists by researching and finding decision-maker names, direct phone numbers, and email addresses
• Maintain clean, accurate, and organized prospect databases

3. Outreach & Campaign Execution

• Run LinkedIn and email outreach campaigns to generate interest and move contacts toward a booked call
• Track all outreach activity and maintain clear records of pipeline progress

Required Skills & Experience

• Experience: Prior experience in appointment setting, SDR work, or outbound lead generation
• Outreach: Comfortable running high-volume LinkedIn and email campaigns
• Research: Able to find and verify decision-maker contact information independently
• Communication: Strong written English with the ability to craft engaging, professional outreach messages
• Organization: Detail-oriented with strong follow-up habits and activity tracking discipline