Appointment Setter

Our client is an innovative astrology and alternative spiritual wellness company that offers a unique entertainment product that encourages personal and spiritual growth. They are seeking an organized and communicative Appointment Setter for their partnership marketing team to handle sales administration tasks, organize/track leads, and ensure that appointments with potential partners are scheduled seamlessly. The ideal candidate will have experience with CRM systems, a strong attention to detail, and the ability to manage client communications effectively.

Key Responsibilities:

• Sales Administration: Organize and track leads in the CRM system, ensuring all potential opportunities are logged and managed efficiently.
• Lead Tracking SOP: Develop and maintain the Standard Operating Procedure (SOP) for lead tracking and management within the CRM.
• Appointment Scheduling: Ensure that appointments are consistently booked, following up on leads and handling all scheduling logistics.
• Follow-Up Communication: Manage all follow-up communications with leads and clients via email, ensuring prompt and clear responses.
• Presentation Preparation: Assist in preparing excellent pitch decks and other sales materials, ensuring they are client-ready and aligned with business goals.
• Partnership Marketing: Familiarity with partnership marketing with larger US-based brands.
• CRM Proficiency: Use CRM systems such as HubSpot and/or Pipedrive to manage and track client interactions and lead data effectively.
• Client-Facing Skills (Nice to Have): While not essential, comfort in being client-facing and handling communications directly with potential partners is advantageous.
• Organizational Skills: Maintain a high level of organization to manage multiple tasks, ensure timely follow-ups, and keep detailed records of interactions.
• Writing Skills: Clear, accurate, and persuasive copywriting required.
  
  

What Success Looks Like:

• Effective Lead Management: Efficient tracking and management of leads through the CRM system, ensuring that all potential opportunities are captured and followed up on.
• Seamless Appointment Scheduling: Timely and successful booking of appointments, resulting in a steady pipeline of meetings for the sales team.
• Strong Communication: Clear and effective email communication with leads and clients, leading to a positive customer experience and increased conversion rates.
• Collaborative Sales Materials: Preparation of high-quality pitch decks and other sales materials that support the overall sales effort.
• Organized & Structured Processes: Implementation and maintenance of a clear SOP for lead tracking, ensuring consistency and accuracy in sales administration.
  
  

Qualifications:

• Experience: 2+ years of experience in a similar role, with prior experience in marketing, and/or sales administration and appointment setting.
• CRM Proficiency: Experience with CRM systems is essential, with knowledge of HubSpot and Pipedrive being highly advantageous, especially if past experience involved email campaign integrations.
• US-Based Experience: Previous experience working with US-based clients or markets is highly preferred.
• Marketing Knowledge: Familiarity with partnership marketing is important.
• Organizational Skills: Highly organized, detail-oriented, and able to manage multiple tasks and priorities efficiently.
• Communication Skills: Fluent in English with excellent written and verbal communication abilities.
• Client-Facing: Comfortable engaging with clients and handling professional communication (nice to have).
  
  

Opportunity:

If you are an organized and proactive Appointment Setter with strong CRM experience and a passion for supporting sales efforts, we encourage you to apply. Join our client’s dynamic team and help streamline their sales processes and client engagement.

Application Process:

To be considered for this role these steps need to be followed:

• Fill in the application form
• Record a video showcasing your skill sets