Appointment Setter
New
T
TreantlyHome Improvement
Philippines, ESTPart-TimeEntry
Salary not disclosed
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Job Details
- Required Skills
- Customer serviceCRM
Requirements
- Previous experience as an Appointment Setter, Customer Service Representative, Sales Support Specialist, or similar role
- Strong verbal communication skills and confidence handling inbound calls
- Experience qualifying leads and asking discovery questions
- Comfortable scheduling appointments and managing follow-ups
- Organized and detail-oriented when tracking customer information and opportunities
- Able to communicate warmly, professionally, and clearly with homeowners or potential clients
- Comfortable with light upselling and identifying customer needs
- Experience with CRM tools, scheduling tools, spreadsheets, or similar systems is preferred
- Ability to work independently and follow established processes
Responsibilities
- Answer inbound calls from potential and existing customers in a professional and friendly manner
- Gather key information about the customer’s project, timeline, budget, and needs
- Qualify leads based on the company’s service offerings and project fit
- Schedule appointments, consultations, or follow-up calls for the internal team
- Manage and update opportunities in the company’s tracking system or CRM
- Follow up with leads as needed to confirm details, appointments, or next steps
- Provide basic information about services and guide customers through the initial inquiry process
- Identify light upselling opportunities when a customer may benefit from additional services
- Keep accurate notes on customer conversations, project details, and follow-up requirements
- Coordinate with the internal team to ensure qualified leads are properly handed off
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