We are seeking a motivated Appointment Setter to support our client’s growing sales team. You will work directly with leads generated by our targeted marketing campaigns, including emails, direct mailers, and SMS outreach. Your primary responsibility is to schedule and confirm appointments for in-home or virtual meetings, ensuring field sales representatives have well-prepared opportunities to close deals.
Job Responsibilities:
- Complete a comprehensive training program to familiarize yourself with the client’s services, marketing strategies, and customer relations by reviewing client websites and materials.
- Respond to leads promptly—within 30 minutes during office hours—and send tailored follow-ups via email and text, highlighting key pain points. For inquiries outside of office hours, respond within 12 hours (from 9 am - 7:30 pm PST).
- Engage homeowners/decision-makers through phone conversations to understand their needs and gather details on how they heard about the client’s services (e.g., email, text, postcard, referral).
- Explore the homeowner's current energy challenges, listen to their concerns, and convey confidence that the company can provide a solution, pending home qualification for solar readiness.
- Offer flexible appointment times (day, evening, or weekend) and reconfirm the best contact information for both the homeowner and the assigned sales representative.
- Maintain detailed notes and update the CRM to ensure seamless communication between you and the field sales team.
Requirements
- Strong communication skills, both verbal and written, with the ability to build rapport quickly.
- Sales-driven mindset with a desire to leverage your skills for success.
- Genuine passion for helping families adopt affordable, clean, renewable energy solutions.
- Commitment to environmental sustainability and equity.
- Ability to establish trust with potential clients and build long-lasting relationships.
- Self-motivated and goal-oriented, with a proven track record of meeting targets.
- Proficiency with CRM software and other sales tools (training provided).
Minimum Technical and Work Environment Requirements:
- Internet Connection:
- Primary internet connection with a minimum speed of 15 Mbps.
- Backup internet connection with at least 10 Mbps.
- Backup connection must be capable of supporting work during a power outage.
- Primary Device:
- Desktop or laptop equipped with at least:
- Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.
- A minimum of 8 GB RAM.
- Backup Device:
- Must meet or exceed the performance of an Intel Core i3 processor.
- Must be functional during power interruptions.
- A functioning webcam.
- A noise-canceling USB headset.
- A quiet, dedicated home office space.
- Peripherals and Workspace: A smartphone for communication and verification purposes.
Benefits
- Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
- Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
- Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
- Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
- Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
- Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.