Appointment Setter and Admin Assistant

PART-TIME

We are looking for an awesome Appointment Setter and Admin Assistant to support one of our rockstar clients!

IN THIS ROLE YOU WILL:

Handle a limited volume (4–10 daily) of inbound and outbound calls to follow up with leads, ensuring clear communication and timely engagement.
Respond quickly to new inquiries—ideally within minutes—across phone, email, or CRM channels to maintain a high level of responsiveness.
Maintain and update the CRM pipeline, moving contacts through stages and ensuring accurate notes and status updates, especially post-close.
Answer repetitive lead questions using provided scripts, ensuring consistency and professionalism in communication.
Eventually take ownership of packet review and submission processes, using tools and SOPs to move packets through to completion.
Collaborate closely with an internal admin for SOP guidance, task handoffs, and operational alignment, while possibly assisting with light admin support.

YOU WILL SUCCEED IN THIS ROLE IF YOU HAVE/ARE:

Experienced in appointment setting, lead follow-up, or customer service—especially in a B2B or service-driven environment.
Prompt and highly responsive, with strong time management and the ability to engage leads in real time.
Comfortable working within CRMs like HighLevel (GHL), Trello, or similar tools, and able to maintain organized and up-to-date pipelines.
A confident communicator on the phone and in writing, with the ability to follow scripts while sounding natural and supportive.
Process-oriented and willing to learn packet submission flows, software systems (e.g., Parallel), and SOPs for handling documents and client steps.
Reliable and adaptable, ready to take initiative and support both lead engagement and back-office tasks as needed.

WHAT'S IN IT FOR YOU:

OTHER THINGS THAT YOU NEED TO KNOW:

This is a part-time work opportunity.
IMPORTANT NOTE:
Application Requirement: Applications with missing requirements will not be acknowledged. Additionally, ensure all documents are in English.

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