Appointment Setting Team Lead

Job Description

This is a remote position.

Reports To :   Sales Manager

Work Schedule :   Flexible within   Mountain Time (MT)   zone – typically between   8 : 00 AM and 8 : 00 PM MT , with possible   evening and weekend shifts .

Employment Type :   Full-time (Remote)

Position Overview

The   Appointment Setting Team Lead   will act as both a   player and a coach   — managing and mentoring a team of appointment setters while personally engaging in daily outreach activities. This individual will be responsible for meeting performance targets, ensuring quality conversations, refining scripts, and fostering a positive and results-driven environment aligned with the company's values.

Key Responsibilities

1. Team Leadership & Coaching

Lead, motivate, and support a small team of appointment setters to achieve daily and weekly goals.

Conduct regular check-ins, performance reviews, and provide real-time coaching and feedback.

Ensure all team members uphold high standards of professionalism, empathy, and integrity in every client interaction.

2. Appointment Setting & Lead Conversion

Personally handle outbound calls and messages to qualify prospects and schedule consultations with coaches.

Manage a personal quota of daily outreach (using an auto-dialer and CRM).

Ensure all leads are pre-qualified based on the company’s criteria before booking appointments.

3. Process Management

Oversee team workflow, call activity, and conversion metrics through CRM dashboards.

Maintain accurate records of leads, outcomes, and follow-ups.

Suggest improvements in scripts, call strategies, and tracking systems to maximize results.

4. Reporting & Communication

Prepare daily and weekly reports on team performance and appointment-setting results.

Collaborate with operations and sales management to ensure alignment on targets, schedules, and lead hand offs.

Participate in team meetings, training sessions, and strategic planning calls.

5. Quality & Culture

Promote a culture of empathy, positivity, and ethical sales practices.

Model professional communication and demonstrate emotional intelligence in every client and team interaction.

Support new team members during onboarding and ensure consistency in tone, language, and client experience.

Requirements

Qualifications

Proven experience as an   Appointment Setter, Sales Development Representative (SDR) , or   Inside Sales Representative   (minimum 2–3 years).

Previous   leadership or team lead experience   in a sales or call center environment is highly preferred.

Excellent communication and interpersonal skills — ability to inspire, guide, and coach others.

High emotional intelligence and strong ability to connect authentically with clients.

Proficiency in using   CRM systems   (HubSpot, GoHighLevel, or similar).

Familiarity with   Slack, Google Sheets, and Microsoft Office   tools.

Results-oriented mindset, with strong organization and time management skills.

Comfortable working in a   remote, performance-driven   environment.

Must be   open to coaching , adaptable to feedback, and committed to personal and team growth.

Independent Contractor Perks

• With HMO Coverage for eligible locations
• Permanent work from home
• Immediate hiring
• Steady freelance job

ZR_28283_JOB

Requirements

Proven experience as an Appointment Setter, Sales Development Representative (SDR), or Inside Sales Representative (minimum 2–3 years). Previous leadership or team lead experience in a sales or call center environment is highly preferred. Excellent communication and interpersonal skills — ability to inspire, guide, and coach others. High emotional intelligence and strong ability to connect authentically with clients. Proficiency in using CRM systems (HubSpot, GoHighLevel, or similar). Familiarity with Slack, Google Sheets, and Microsoft Office tools. Results-oriented mindset, with strong organization and time management skills. Comfortable working in a remote, performance-driven environment. Must be open to coaching, adaptable to feedback, and committed to personal and team growth.