Job Details

Appointment Setter / Sales Scheduler

We are seeking a motivated and detail-oriented Appointment Setter / Sales Scheduler to support our sales team by booking qualified meetings, coordinating calendars, and ensuring efficient communication with prospects. This role is ideal for candidates who are comfortable on the phone, organized, and excited about contributing directly to revenue growth through consistent outreach and meeting generation.

Key Responsibilities

• Conduct high-volume outbound calling and email outreach to schedule qualified meetings from warm and cold prospect lists.
• Coordinate and manage calendars across multiple time zones to secure meeting times for sales team members.
• Use CRM tools (HubSpot, Zoho, or similar) to accurately log outreach, track lead status, and monitor meeting activity.
• Send confirmations, reminders, and follow-ups to maximize meeting attendance and reduce no-shows.
• Prepare and send standardized agendas and pre-meeting materials using templates.
• Maintain organized records of scheduled meetings, reschedules, and required follow-ups.
• Collaborate closely with the sales team to understand ideal customer profiles and optimize outreach efforts.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ...@insightglobal.com.

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Skills and Requirements

• High school diploma or equivalent; Associate's degree preferred.
• 13 years of experience in appointment setting, sales coordination, customer service, or a related field (internships accepted).
• Comfortable making a consistent volume of outbound calls daily.
• Basic proficiency with Microsoft Office Suite, Google Workspace, and CRM platforms.
• Strong organizational skills and attention to detail.
• Clear, professional verbal and written communication skills.
• Ability to work independently in a remote environment and manage time effectively.
• Familiarity with virtual meeting tools (Zoom, Microsoft Teams).
• Experience using HubSpot, Zoho, Salesforce, or similar CRM systems.
• Prior experience in a sales support or SDR environment.