Inbound Appointment Setter (Remote)
Formulated Automation · San Salvador
Description du poste
About the role
A client of South is looking for an Inbound Appointment Setter to act as the first point of contact for homeowners who reach out with an interest in its services. This is a remote, customer-facing role focused on responding to inbound leads, understanding their needs, answering initial questions and scheduling qualified prospects for an onsite appointment with the client's sales team. It is not a cold-calling or outbound prospecting role; most interactions happen by text through the company's CRM, with occasional phone calls.
Key responsibilities
- Respond quickly to new inbound inquiries.
- Communicate with homeowners mainly by text and occasionally by phone.
- Ask questions to understand each prospect's needs and judge whether they are a good fit.
- Provide basic information about the company's services and process.
- Schedule qualified prospects for onsite appointments with the sales team.
- Follow up with leads and help confirm scheduled appointments.
- Keep lead information and conversation details accurate and up to date in the CRM.
- Follow established scripts and qualification processes while keeping conversations natural and customer-friendly.
- Route additional questions to the right team member and occasionally help close straightforward opportunities by messaging or phone.
Required profile
- Fluent written and spoken English, with strong written communication skills.
- Previous experience in appointment setting, sales, customer service, lead qualification, inside sales, SDR or a similar customer-facing role.
- Organized, detail-oriented and able to work independently in a remote environment.
- Availability during the required core working hours.
- Nice to have: experience with US-based customers, managing inbound leads or scheduling appointments, and experience in home services, construction or real estate; Portuguese is a plus.
Required skills
- Comfortable using or learning CRM platforms.
- Ability to follow scripts and established processes.
Selected candidates receive training on the qualification process, scripts and services. Candidates must apply in English; a Loom video presentation is optional but gives priority. AI tools are not allowed during interviews, and contractors may be asked for references later.
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Formulated Automation
San Salvador