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Lead Scheduler / Appointment Setter
Location
Guatemala
Posted
5 days ago
Salary
0
Seniority
Senior
Job Description
Lead Scheduler / Appointment Setter
Allied Global
• Contact warm leads from a list of current store owners or POS customers. • Schedule or warm-transfer qualified conversations to US Merchant Specialists. • Support the transition or adoption of the new service provider. • Serve as the first line of defense for basic customer questions. • Track call outcomes accurately in the CRM. • Call assigned store owners/customers from provided lead lists. • Handle basic first-line questions using approved scripts and FAQs. • Identify whether the customer is ready to speak with a Merchant Specialist. • Warm-transfer qualified customers to US-based Merchant Specialists. • Schedule follow-up calls when a live transfer is not possible. • Accurately document call outcomes, objections, transfer results, and follow-up needs in the CRM. • Participate in weekly tracking and performance reviews. • Escalate recurring questions, objections, or customer confusion to the campaign lead.
Job Requirements
- Advanced English level: C1+ required.
- Previous experience as a scheduler, appointment setter, call center agent, sales development representative, or customer service representative.
- Strong phone presence and ability to create rapport quickly.
- Friendly, confident, energetic, and personable.
- Organized and disciplined with CRM notes and follow-up tracking.
- Comfortable speaking with business owners, store managers, and decision-makers.
- Able to handle objections professionally.
- Coachable and able to adapt based on campaign feedback.
- Experience with warm leads or existing customer campaigns.
- Experience in merchant services, payments, POS, retail, SaaS, or B2B appointment setting.
- Familiarity with CRM and dialer tools.
- Experience performing warm transfers to sales or specialist teams.
Benefits
- N/A
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