Appointment Setter
- Toronto, ON, Canada
- Greater Toronto Area, Canada, Canada
Full-time
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Job details
- Job type
- Full-time
- Apply by
- Posting language
- English
- Posted
Original job description
Role Description The Appointment Setter is a full-time, on-site role based in the Greater Toronto Area, Canada. This role is responsible for contacting prospective and existing business clients by phone, email, and other channels to introduce Crown Merchant Funding’s services and schedule qualified appointments for the sales team. Day-to-day tasks include managing call lists, performing basic lead qualification, updating appointment and contact details in CRM systems, and following up with leads to confirm meeting times. The Appointment Setter collaborates closely with sales and customer service teams to ensure a smooth handoff of prospects and maintains a professional, service-oriented approach in all interactions. The role also involves achieving daily and weekly outreach and appointment-setting targets while adhering to company policies and compliance guidelines.
Qualifications
- Strong skills in Setting Appointments and Appointment Scheduling, with the ability to manage calendars and coordinate meetings efficiently.
- Experience in Lead Generation and basic lead qualification, including identifying potential business clients and maintaining organized lead lists.
- Excellent Communication and Customer Service skills, with a professional phone manner and the ability to build rapport quickly.
- Comfort with on-site work in the Greater Toronto Area and collaboration with sales and operations teams.
- Proficiency with CRM or contact management software and basic computer skills (email, spreadsheets, online research).
- Strong attention to detail, reliability in follow-up, and ability to meet outreach and appointment targets.
- Previous experience in call center, telemarketing, or inside sales environments is an asset.
- High school diploma or equivalent; post-secondary education in business or a related field is an advantage.
More about this job
Responsibilities
Contact prospective and existing business clients by phone, email, and other channels to introduce funding services, qualify leads, and schedule appointments for the sales team. Manage outreach lists, update CRM records, confirm meetings, coordinate prospect handoffs, and meet outreach and appointment targets while following company policies and compliance guidelines.
Requirements
Candidates should have strong appointment-setting, lead-generation, communication, and customer-service skills, along with CRM proficiency and reliable follow-up. On-site work in the Greater Toronto Area is required; a high school diploma or equivalent is expected, while post-secondary business-related education and experience in call center, telemarketing, or inside sales are advantages.
Skills
- Appointment Setting
- Appointment Scheduling
- Lead Generation
- Lead Qualification
- Communication
- Customer Service
- Calendar Management
- CRM Software
- Contact Management
- Phone Outreach
- Email Outreach
- Follow-Up
- Rapport Building
- Attention to Detail
- Time Management
- Target Achievement
Visa sponsorship
Not detected in the job text
Categories
- Sales
- Customer Service & Support
- Finance & Accounting
- Administrative
Keywords
- Appointment Setting
- Appointment Scheduling
- Lead Generation
- Lead Qualification
- CRM
- Contact Management
- Business Funding
- Working Capital
- Financial Services
- Sales
- Customer Service
- Call Lists
- Calendar Management
- Phone Outreach
- Email Outreach
- Follow-Up
- Compliance Guidelines
- Call Center
- Telemarketing
- Inside Sales
- Spreadsheets
- Online Research
- Appointment Targets