Appointment Setter

Appointment Setter Job Description Template

Our company is looking for a Appointment Setter to join our team.


  • Supervises a team of five people;
  • Retrieves internet appointment requests and phone message requests and places outbound calls to customers for scheduling of appointments;
  • Accepts incoming customer calls and uses software to schedule customers;
  • Basic math skills required;
  • Communicates and collaborates with manager to ensure customers scheduling needs are met;
  • Gathers information and customer personal data followed by data entry;
  • Keep detailed tracking of the leads that come in via excel, word, acculynx (CRM);
  • Reporting directly to the executive manager on a daily basis;
  • Determines which Expert Roofer to place appointment with based upon location criteria.


  • Excellent organizational and time management skills;
  • Quiet home office environment;
  • Sales-minded and making contacts via phone;
  • Modern computer with high speed internet;
  • One year of business to business sales, cold calling or appointment setting;
  • Passion for people;
  • Goal-oriented with a focus on achieving success;
  • Computer skills required. Expertise in Excel preferable;
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form;
  • College degree preferred;
  • Ability to communicate clearly and concisely in all written and oral communications, including email;
  • Ability to handle a fast paced and always changing environment;
  • High school diploma or equivalent required;
  • Demonstrated conflict management skills;
  • Strong organizational skills with great attention to detail.

What job descriptions are similar to Appointment Setter?

What jobs are similar to Appointment Setter?