Appointment Setting & Lead Management Specialist (Remote)

Location: Remote (Philippines)

Schedule: U.S. Hours (Final schedule to be confirmed)

Salary:PHP 20,000/month (Part-time)

Benefits: 10 Days PTO | Annual Appraisal | Healthcare Benefits | Career Growth Opportunities

About the Role

SmartScale360 is hiring a dependable, organized, and proactive Appointment Setting & Lead Management Specialist to support a growing U.S.-based business.

This role is responsible for following up with new and existing leads, scheduling and confirming appointments, maintaining accurate CRM records, and coordinating with the sales team. The ideal candidate is confident in outbound communication, highly organized, and capable of managing multiple leads and follow-up tasks efficiently.

What You'll Do

Lead Follow-Up & Appointment Setting

• Contact new and existing leads through phone, text, and email.
• Follow up with leads consistently to encourage engagement and schedule appointments.
• Schedule, confirm, and update appointments for the sales team.
• Follow up with leads who have not responded or completed the next steps.
• Coordinate appointment updates, cancellations, and rescheduling with the sales team.
• Maintain a consistent follow-up process to ensure no leads are missed.

CRM & Lead Management

• Document lead interactions and follow-up attempts accurately in the CRM.
• Update lead information, appointment status, notes, and follow-up dates.
• Track lead activity, appointment bookings, and follow-up progress.
• Maintain organized and up-to-date lead records.
• Coordinate with the sales and management teams regarding lead status and appointment updates.
• Support an efficient lead management process through accurate documentation and timely follow-ups.

What We're Looking For

• Previous experience in appointment setting, lead generation, telemarketing, sales support, or a similar role.
• CRM experience strongly preferred.
• Excellent verbal and written English communication skills.
• Comfortable making outbound calls and communicating through text and email.
• Strong follow-up skills and the ability to engage leads professionally.
• Excellent organizational, multitasking, and time management skills.
• Strong attention to detail and accuracy in recordkeeping.
• Dependable, proactive, and able to work independently.
• Goal-oriented and comfortable working with appointment-setting targets.

Tools You'll Use

• CRM: HubSpot, Salesforce, Zoho, Pipedrive, or similar platforms.
• Communication: Phone, SMS/text, email, and Zoom.
• Scheduling: Google Calendar and other appointment scheduling platforms.
• Productivity: Microsoft Office, Google Workspace, or similar tools.

Work-From-Home Requirements

• Laptop/PC: Intel i5 (or equivalent) with at least 8GB RAM.
• Internet: Stable 100 Mbps connection.
• Backup: Secondary internet connection, backup device, and reliable power source.
• Work Environment: Professional, quiet, and suitable for outbound calls.

Schedule

• Work Schedule: To be confirmed by the client.
• Availability: Must be available to work based on client operational needs.
• Shift: Must be flexible to work U.S. hours.

Why Join SmartScale360

• Permanent remote work.
• Competitive salary.
• Healthcare benefits.
• Annual performance appraisal.
• Career growth opportunities.
• Training and development.
• Opportunity to work with established U.S.-based businesses.
• Supportive and collaborative remote team.

Apply Today!

If you're organized, proactive, and confident in following up with leads, making outbound calls, and scheduling appointments, we'd love to hear from you.

Apply today and take the next step in your career with SmartScale360!

Note: To help streamline the hiring process, applicants are encouraged to secure an NBI Clearance early to avoid delays during client matching.