Appointment Coordinator

4 days ago


Irvine, California, United States TaxRise Full time
About TaxRise

At TaxRise, our mission is to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. Our team thrives on celebrating successes and making a genuine impact on people's lives.

About the Role

The Appointment Specialist plays a crucial role in ensuring the smooth operation of our sales process. This position is responsible for scheduling sales calls, maintaining accurate and up-to-date internal calendars, and delivering exceptional customer service.

Key Responsibilities
  • Schedule sales calls based on client availability and team capacity, coordinating with internal sales teams to ensure calendars are properly aligned and updated.
  • Update internal calendars with live changes to reflect current schedules and appointments, ensuring accuracy in reflecting appointments, cancellations, and reschedules in real time.
  • Provide excellent customer service while interacting with clients to set up appointments, answering client inquiries related to scheduling and resolving any issues that arise in a timely and professional manner.
  • Assist in tracking appointment metrics and reporting on scheduling trends, working closely with sales teams and managers to ensure appointment goals are being met.
  • Provide administrative support as needed to ensure smooth operations within the team.
Requirements
  • 1+ years of experience in a sales-related role.
  • Proficient in basic phone skills with excellent verbal communication abilities.
  • Proficiency in calendar management and scheduling tools.
  • Demonstrated customer service skills with a focus on delivering a positive customer experience.
  • Strong organizational and follow-up skills, with the ability to multitask and manage competing priorities effectively.
What We Offer
  • Medical, Dental, and Vision Insurance after 60 days.
  • Paid Time Off (Vacation, Sick, Holidays).
  • Wellness Days.
  • 401(k) retirement plan.
  • Professional Development Program.
  • Access to on-site gym and gaming lounge.
  • Quarterly company outings.
  • Catered meals every Friday.

The salary for this role is $19 - $20 per hour. TaxRise is an equal opportunity employer, committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.



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