Appointment Scheduler Needed for Efficient Client Outreach and Lead Management

We are seeking a detail-oriented Appointment Scheduler and VA to manage our client appointments and day-to-day tasks efficiently. Your role will involve coordinating schedules, confirming appointments, and ensuring smooth communication between clients and our team. The ideal candidate will have strong organizational skills and a proactive approach to problem-solving. If you're reliable and can maintain a professional demeanor, we want to hear from you! Must have excellent (native) English. Excellent lead lists will be provided. Key Responsibilities Appointment Scheduling Contact prospective and existing clients via phone, email, or other communication methods to schedule appointments, meetings, or consultations. Lead Qualification Qualify leads by gathering relevant information, ensuring they meet the criteria for booking appointments. Calendar Management Maintain and manage the team’s calendars, ensuring all appointments are accurately scheduled and confirmed. Follow-ups Send appointment reminders and follow-up communications to clients to confirm attendance and reschedule if necessary. Data Entry & CRM Management Update and maintain client records in the CRM system with accurate details regarding appointments, contact information, and communication history. Customer Service Provide excellent customer service, answering questions and providing basic information about the company’s services, policies, and processes. Collaboration Work closely with sales, marketing, and other departments to ensure seamless scheduling and communication. Performance Tracking Track and report appointment scheduling metrics, such as conversion rates and customer satisfaction, to management. Skills & Qualifications Strong Communication Skills Excellent verbal and written communication skills to interact effectively with clients and internal teams. Organizational Skills Highly organized with the ability to manage multiple calendars and tasks simultaneously. Attention to Detail Ability to accurately record and track appointment details and ensure no scheduling conflicts. Proficiency with Technology Comfortable using scheduling software, CRM systems, and Microsoft Office Suite (or equivalent). Customer-Focused A positive, professional, and friendly demeanor when dealing with clients. Problem Solving Ability to quickly assess situations, address concerns, and offer solutions in a timely manner. Time Management Able to prioritize tasks effectively and manage time efficiently. Experience & Education 1-2 years' experience in appointment setting required. Government and large corporate client experience a big plus. Previous experience in a customer service or administrative role is a big plus. Experience with appointment scheduling software or CRM systems (e.g., Salesforce, HubSpot) is desired. High school diploma or equivalent required; additional education or certification is a big plus. Working Conditions 900 AM - 600 PM, Pacific/Mountain/Central/Eastern times zones Monday to Friday How to Apply Interested candidates should submit a resume and a brief cover letter outlining their qualifications and interest in the position to via UpWork. Apply To This Job

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