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Appointment Coordinator
2 months ago
Salary Range: $50K to $105K
Base Salary: $50K plus potential Commission: up to $55K
At Investors Edge, we provide a comprehensive benefits package aimed at enhancing your well-being and fostering career advancement. Our health benefits include a substantial stipend, life insurance, vision, dental, and extensive Telemed and Tele-Mental health services for you and your family. Additionally, you will enjoy a robust 401K plan featuring a 4% employer match and a Dollar for Dollar contribution. To encourage a healthy work-life balance, we offer a flexible PTO policy. We are proud to be recognized as a top workplace for 20 years and have been featured twice on the Inc 5000 list, with innovation, accountability, and financial freedom as our core values.
As an Appointment Coordinator, your main responsibility will be to transform warm leads into scheduled meetings. This includes:
- Daily Responsibilities: Engaging with up to 50 leads through calls and texts, maintaining over 30 conversations daily, and strictly following the provided script.
- Experience Required: A minimum of 2 years in phone-centric roles such as customer service, phone surveys, or appointment coordination (sales experience is not mandatory).
- High Volume Calling: Proven capability to manage 30+ calls daily and log over 5 hours of phone activity each day.
- Performance Metrics: A track record of meeting performance metrics and KPIs.
- CRM Proficiency: Familiarity with CRM systems for precise data entry and follow-up.
- Communication Skills: An extroverted demeanor with excellent phone communication abilities.
Our workplace features several appealing perks, including:
- Onsite Amenities: Access to a gym, sauna, showers, and a massage chair.
- Fully Equipped Kitchen: Includes an oven, stove, and a Coke Freestyle machine.
- Comfortable Work Environment: Ergonomic sit/stand desks with push-button controls and a relaxed dress code.
- Convenient Parking: Reserved parking spots located near the employee entrance.
To succeed in this position, you should demonstrate:
- Work stability - No more than 2 jobs in the last 5 years.
- No self-employment in the last 6 months.
- At least two years predominantly spent on the phone in your most recent role.
- High Volume Calls - Experience in your current or most recent role engaging with 30+ different individuals daily.
- Talk Time - In your current or most recent role, a minimum of 5 hours of talk time per day.
- Performance - Meeting performance metrics and KPIs in your current or most recent role.
- A history of achievements or recognition in personal, professional, or sports contexts over the past two years.
- Adherence to a defined call flow, following a script or outline provided by your employer.
- Data Management - Required to enter specific data into a CRM for every call and manage that accurately.
- Follow-up - Experience making multiple follow-up contacts (calls/texts/emails) with the same individual.
- Demonstrated ability to be coachable and implement feedback promptly.
- An extroverted personality that enjoys engaging with people over the phone, communicating with confidence and competence.
Technical Skills: Familiarity with CRM systems such as HubSpot or Salesforce, experience with VOIP or soft phone systems, and the ability to confidently handle phone conversations while adhering to scripted dialogues.
