Appointment Setter

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Proactively identify and engage potential customers through effective prospecting strategies.

• Recognize prospects, schedule initial appointments, and enhance the sales pipeline.

• Regularly contribute qualified leads to the pipeline and boost monthly recurring revenue opportunities.

• Arrange two qualified appointments on a daily basis.

• Introduce and transition prospects to Solutions Executives, vCIO/vCISO, and/or the Executive Team.

• Build, nurture, and sustain positive business and customer relationships.

• Identify and qualify potential clients through research, networking, and cold calling efforts.

• Clarify the products and services available and deliver pre-qualified sales leads.

• Meet established sales targets and outcomes within specified timelines.

• Collaborate on sales initiatives with team members and various departments.

• Assess territory/market potential and maintain sales and status reports using HubSpot and ConnectWise.

• Update and manage customer account records in HubSpot CRM.

• Utilize marketing insights and relevant sales management tools to optimize solution effectiveness and efficiency.

• Actively follow up on business opportunities.

• Provide management with updates on customer needs, challenges, interests, competitive actions, and potential new products and services.

• Participate and represent the company at networking and tradeshow events.

• Commit to continuous improvement through constructive feedback.

• Execute additional duties as assigned.

⛳️ Requirements

• At least 2 years of experience in appointment setting, lead generation, inside sales, business development, or a similar customer-facing sales role is preferred.

• Demonstrated success in engaging prospective customers and effectively scheduling qualified appointments or sales meetings.

• Familiarity with CRM platforms, ideally HubSpot, to manage prospects, document activities, and monitor follow-ups.

• Experience with outbound prospecting via phone, email, and other communication methods.

• Proficient in Microsoft Office and common business productivity and communication tools.

• Experience in a remote sales environment is preferred.

• Highly driven, goal-oriented, and results-focused.

• Exceptional verbal and written communication skills.

• Strong interpersonal skills, including listening, questioning, time management, organization, and follow-up.

• Capability to communicate product and service value while customizing messaging to meet prospect needs.

• Proficient in accurately documenting prospect activities, maintaining CRM records, and managing follow-up tasks.

• Self-starter comfortable working independently in a target-driven atmosphere.

• Open to coaching and feedback.

• Excellent English communication skills, encompassing grammar, pronunciation, comprehension, and professional business communication.

• Ability to spend extended periods standing, speaking, walking, driving, and/or sitting.

• Capability to occasionally lift up to 25 lbs.

🏝️ Benefits

• Paid holidays.

• Paid time off.

• Paid sick leave.

• Professional training & development opportunities.