Appointment Services Coordinator
4 weeks ago
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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