As an Appointment Setter you will serve as the first point of contact for prospective and existing customers, provide exceptional customer service, schedule qualified appointments for sales team, and support company growth through effective communication, lead management, and accurate data entry.
PRIMARY RESPONSIBILITIES
- Answer inbound calls and respond to customer inquiries in a professional and courteous manner. This includes outbound calls to incoming lead inquiries.
- Set qualified appointments for the sales team using the 5 commitments.
- Manage & respond to inbound leads from lead aggregators, digital marketing campaigns, direct mail, events, referrals, and other company lead sources.
- Maintain speed-to-lead standards and promptly contact all assigned leads.
- Utilize ServiceTitan, Call Center Pro and other company systems as required.
- Follow company scripts, processes, and appointment-setting standards.
- Understand and help manage the sales calendar.
- Accurately enter and update customer information within company CRM system.
- Help with Appt. Confirmations as needed.
- Assist with customer service issues and route escalated concerns to management when necessary.
- Assist with review generation and customer retention initiatives.
- Help with assigned administrative projects (highly proficient in all Microsoft Office Programs)
- Maintain accurate notes and documentation on all customer interactions.
- Assist senior management with additional duties or responsibilities deemed necessary.
About Pinnacle
The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to find the perfect match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 list of fastest growing private companies in the U.S. three straight years (2023-2025). With headquarters centrally located in Kansas City, Pinnacle currently builds futures in eight states across the U.S.
EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
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