Appointment Setter - Client: Energy Solutions
Department: Boutique Client
Employment Type: Freelance
Location: LatAm - Argentina
Reporting To: Client via Magic
Compensation: $7.00 / hour
Description
About the Client
Our client is a respected energy solutions provider in the Northeast, serving commercial and multifamily building owners since 2009. They specialize in implementing cutting-edge energy management technologies and services, helping clients optimize building efficiency and reduce costs. Their team of credentialed energy professionals focuses on delivering comprehensive solutions while ensuring compliance with environmental regulations.
Why this role exists
This position exists to streamline our client's appointment scheduling process and enhance operational efficiency. The growing demand for energy solutions has increased the need for coordinated site visits and assessments, making it crucial to have a dedicated professional managing the scheduling process. This role will free up technical experts to focus on their specialized work while ensuring smooth coordination between internal teams and partner companies.
The Impact you'll make
Appointment Management
- Coordinate and schedule building site visits
- Manage calendar conflicts and adjustments
- Ensure timely communication with all parties involved
Client Coordination
- Liaise between internal team members and partner companies
- Maintain professional communication with property managers
- Follow up on scheduling confirmations
CRM Administration
- Update HubSpot with new appointments and task assignments
- Maintain accurate records of scheduled site visits
- Track proposal status and updates
Process Optimization
- Develop efficient scheduling workflows
- Identify and resolve scheduling bottlenecks
- Maintain organized documentation of all coordination activities
Skills, Knowledge and Expertise
Required:
- Minimum 1 year of appointment setting or scheduling coordination experience
- Demonstrated experience using CRM systems (HubSpot experience preferred)
- Proficiency in calendar management tools
- Experience in professional business communication
- Background in customer service or administrative support
- WFH Set-Up:
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS
- Headset with an extended mic that has noise cancellation and a webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
Your Superpowers:
- Master of multitasking and prioritization
- Expert in CRM systems and scheduling tools
- Strong attention to detail
- Exceptional communication skills
- Natural problem-solver
- Highly organized and systematic
- Adaptable and quick learner
- Professional and courteous demeanor
You should apply if…
- You thrive in a fast-paced environment where organization is key
- You enjoy coordinating with multiple stakeholders
- You take pride in creating efficient systems and processes
- You're passionate about providing excellent service
- You're comfortable with technology and eager to learn new tools
- You value precision and attention to detail
What to expect...
Work Setup:
- Remote position
- Must have a reliable internet connection and a quiet workspace
- Required to provide own computer with Intel Core i5 or something similar or higher operating system
Working Hours:
- Monday to Friday from 8 AM to 5 PM EST (Eastern Standard Time)
- 40 hours per week
Compensation:
- $7 per hour
- No benefits package included
Benefits