Appointment Setter

Scale Army

Role Overview

The Appointment Setter will be responsible for setting qualified appointments, following up with leads, managing the sales pipeline, and ensuring clients attend scheduled calls. This role requires strong written and verbal communication, excellent organization, and consistent follow-through across text, email, and phone interactions to support the scheduling process and maintain lead engagement.

Key Responsibilities Appointment Setting & Scheduling

• Set qualified appointments by engaging with leads and scheduling calls with potential clients.
• Ensure all appointments are scheduled in alignment with sales targets and objectives.
• Work closely with the sales team to confirm appointments and align on expectations.

Follow-Up & Lead Engagement

• Follow up with leads through calls, texts, and emails to confirm qualification and appointment details.
• Ensure timely responses to client inquiries and concerns while maintaining clear communication throughout the scheduling process.

Pipeline Management

• Manage the sales pipeline and ensure all prospects are properly entered, tracked, and followed up with.
• Keep the CRM system updated with appointment status, client interactions, and follow-up actions.

Ensuring Attendance & Client Commitment

• Take proactive steps to ensure clients attend scheduled calls through reminders and confirmations via phone, email, and text.
• Address concerns or obstacles that may prevent clients from attending calls or appointments.

Qualifications Experience

• 2+ years of experience as an SDR or BDR.
• Proven experience setting appointments and following up with leads through multiple communication channels, including calls, emails, and texts.

Skills

• Excellent written and verbal communication skills, with strong English grammar and tone.
• Strong organizational skills with the ability to manage and prioritize a busy pipeline of leads and appointments.
• Proficiency with CRM systems and scheduling tools.
• Ability to engage and nurture leads while maintaining commitment to scheduled appointments.
• Highly proactive with a strong sense of responsibility for follow-up and appointment completion.

What Success Looks Like

• Successful scheduling and confirmation of qualified appointments.
• High show-up rate for scheduled calls and meetings.
• Efficient pipeline management and timely follow-ups that drive sales opportunities.

Opportunity

This is an opportunity to play a highly visible role in supporting sales performance through consistent lead engagement and scheduling excellence. The position offers direct impact on pipeline activity, close collaboration with the sales team, and the chance to contribute to a process where reliability, communication, and proactive execution are highly valued.