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Appointment Setter

2 months ago

San Diego, United States FIT Solutions Full time

**Appointment Setter**

**Reports to: Sales Manager**

**Status: Regular, Full-Time, Exempt**

**Location: Remote**

***

The position of Appointment Setter takes a results-driven sales lead qualifier to actively seek out and engage customer prospects. In this role, the Appointment Setters are responsible for expanding a company's customer base by using prospecting strategies to identify prospects, book first time appointments, and fill the Sales Pipelines. These efforts will directly boost top-line revenue growth, customer acquisition levels and profitability.

**ABOUT FIT SOLUTIONS**

FIT Solutions is an innovative national IT Services firm, and we are growing every day. We are focused on creating a culture of elite raving fans for our employees that solves business problems for our clients. We are on a mission to impact the lives touched by technology. We teach and promote individuals to set and achieve their personal, professional, and financial goals through the work we do together. Measuring results against best-in-class businesses, we are focused on hitting targets. We are a humble and adaptable group of people who continue to train, and role play daily in pursuit of our goals. We are a great fit for team members that are aligned and thrive in a fast-paced, results driven environment.

**PRIMARY OBJECTIVES**
- Consistently adding new qualified leads to the Pipeline increasing monthly recurring revenue opportunities.
- Schedule qualified appointments daily. Introduce and hand off prospects to the Solutions Executive, vCIO/vCISO, and/or the Executive Team.

Measured Activities:

- Number of meetings booked per day.
- Talk time per day.
- Outbound cold calls per day.
- Grant Cardone Training: Live Sales Training and modules per day.

**SECONDARY OBJECTIVES**
- Establish, develop, and maintain positive business and customer relationships.
- Identifying and qualifying prospective clients through research, networking, and cold calling to qualify leads and explain products and services offered.
- Delivering pre-qualified sales leads to a Solutions Executive, vCIO/vCISO, and/or Executive Team.
- Coordinate sales effort with team members and other departments.
- Analyze the territory/market’s potential, track sales, and status reports in HubSpot and ConnectWise.
- Updating and maintaining customer account records, including contact names and numbers for future deals in HubSpot CRM.
- Using marketing data to maximize solution effectiveness and efficiency by using relevant sales management tools and HubSpot CRM.
- Aggressively following up on business opportunities.
- Maintaining professionalism, diplomacy, sensitivity, and tact to portray the Company in a positive manner.
- Supply management with reports on customer needs, problems, interests, competitive activities, and potential for new products and services.
- Keep abreast of best practices and promotional trends.
- Attending and representing the company at networking and tradeshow events.
- Continuously improve through feedback.
- Perform other duties as assigned.

**COMPETENCIES**
- Highly motivated and result driven with a proven track record in sales and lead generation.
- Excellent selling, communication, and negotiation skills.
- Ability to create and deliver information tailored to the audience's needs.
- Prioritizing, time management and organizational skills.
- Relationship management.
- Openness to feedback.

**EDUCATION AND EXPERIENCE**
- Minimum of 2 years of experience.
- Proven work experience as a sales representative, appointment setter or appointment generator.
- Familiar with CRM or HubSpot CRM practices along with ability to build productive business professional relationships.
- Excellent knowledge of MS Office.

**BENEFITS**

FIT Solutions has your back, and is proud to offer a rich benefit package to our employees, including:

- Health, Dental & Vision Insurance (premiums paid up to 99% for employee coverage)
- Options include, PPO, HDHP, HMO and ACO
- Multiple carrier options
- FSA (dependent and medical), HSA options (for qualified plans) and supplemental insurance options
- $10,000 employer-paid Life Insurance & AD&D (employees have the option to buy up)
- Paid holidays
- Paid time off
- Paid sick leave
- Flexible “hybrid” work environment
- Retirement plan (401K)
- Professional training & development opportunities

**PHYSICAL REQUIREMENTS**
- Ability to spend prolonged periods of time standing, speaking, walking, driving, and/or sitting.
- Requires ability to occasionally lift up to 25lbs.
- Position may require travel: Up to 20%.
- Reasonable accommodation may be made to enable individuals with disabilities to perform the essential requirements.

**AAP/EEO Statement**

Disclaimer

The duties and responsibilities described are not a comprehensive list and additional tasks may be assigned to the employee from time to time; or. The scope of the job may change as necessitated by business demands.