Appointment Services Coordinator

4 weeks ago


South Jordan, Utah, United States The Investors Edge Full time
Job Overview

We are seeking a highly skilled Appointment Services Coordinator to join our team at The Investors Edge. As a key member of our team, you will be responsible for transforming warm leads into booked appointments through calls and texts.

Key Responsibilities:

  • Handle up to 50 leads daily and maintain 30+ conversations
  • Follow a provided script to ensure consistency and effectiveness
  • Utilize CRM data entry and accurate management of call data
  • Consistently follow up with existing leads and pipeline management

Requirements:

  • Minimum 2 years of experience in roles like Customer Service, Phone Surveys, Collections, Appointment Setting, etc.
  • High volume calling experience with 30+ calls daily in previous roles
  • Phone usage of 5+ hours per day for the last two years
  • Proven success with performance metrics and KPIs

What We Offer:

  • Flexible PTO policy to balance work and personal life
  • Comprehensive health benefits, including a stipend for medical expenses, life insurance, vision and dental care
  • 401K with a generous 4% employer match and Dollar for Dollar contribution

Why Choose Us:

The Investors Edge is a top workplace, honored as a top workplace by the Salt Lake Tribune and featured twice on the Inc 5000 list. We are dedicated to fostering a culture of innovation, accountability, and personal excellence.



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