Lead Scheduler / Appointment Setter

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

📋 Description

• Reach out to warm leads from a curated list of current store owners or POS customers.

• Arrange or warm-transfer qualified discussions to US Merchant Specialists.

• Assist in the transition or adoption of the new service provider.

• Act as the initial point of contact for basic customer inquiries.

• Accurately record call outcomes in the CRM system.

• Contact designated store owners/customers from provided lead lists.

• Address fundamental first-line questions using approved scripts and FAQs.

• Assess whether the customer is prepared to engage with a Merchant Specialist.

• Warm-transfer qualified customers to US-based Merchant Specialists.

• Schedule follow-up calls when a live transfer is not feasible.

• Thoroughly document call outcomes, objections, transfer results, and follow-up requirements in the CRM.

• Participate in weekly tracking and performance evaluations.

• Forward recurring questions, objections, or customer confusion to the campaign lead.

⛳️ Requirements

• Advanced English proficiency: C1+ is essential.

• Prior experience as a scheduler, appointment setter, call center agent, sales development representative, or customer service representative.

• Strong phone presence with the ability to establish rapport swiftly.

• Friendly, confident, energetic, and personable demeanor.

• Well-organized and disciplined with CRM documentation and follow-up tracking.

• Comfortable communicating with business owners, store managers, and decision-makers.

• Capable of handling objections in a professional manner.

• Open to coaching and able to adjust based on campaign feedback.

• Experience with warm leads or existing customer campaigns.

• Background in merchant services, payments, POS, retail, SaaS, or B2B appointment setting.

• Familiarity with CRM and dialing tools.

• Experience executing warm transfers to sales or specialist teams.

🏝️ Benefits

• N/A