Core Competencies:
- Ethics. Works with integrity; Upholds organizational values.
- Dependability. Follows instructions, responds to management direction; results oriented and committed to achieving objectives and tasks as required.
- Teamwork and Collaboration. Exhibits objectivity and openness to others views; Gives and welcomes feedback; Contributes to building a positive culture. Communicates effectively.
- Professionalism. approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accountable of all actions and decisions.
- Organizational Support. Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values.
- Quality Management. Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
- Decision Making. Analyzes each situation, looking for opportunities to make any situation more beneficial for the company. Participates effectively in communication to achieve optimum results.
Tasks required:
- Set 10–15 qualified appointments per month with decision-makers
- Work leads using tools like ZoomInfo, Lusha, Seamless.ai, Apollo, and YellowPages
- Enroll prospects into custom sequences via HubSpot or basic CRM tools
- Send personalized emails, texts, and Loom video recordings to drive engagement
- Maintain up-to-date records and follow-ups in the CRM, ensuring leads are in the correct stage of the pipeline
- Scrub, qualify, and segment contact lists based on buyer persona and campaign needs
- Conduct basic research on prospects and companies before outreach
- Track outreach metrics and report performance regularly
- Follow up with no-shows and reschedule appointments when needed
- Identify and suggest potential improvements in outreach strategies
- Ensure timely response to inbound leads during working hours
- Coordinate with internal team members to ensure proper handoff of qualified leads
- Stay aligned with campaign goals, offers, and buyer persona details
- Reference yourself as “EA” (Executive Assistant) when needed in communication
(Optional) Handle or route incoming calls using IMAX phone system or RingCentral - Perform other administrative tasks as assigned to support the team and sales process
Requirements:
- Experience in appointment setting, sales support, or similar roles
- Familiarity with HubSpot, IMAX Digital, or similar CRM systems
- Knowledge of contact sourcing platforms: Apollo, ZoomInfo, Seamless.ai, Lusha
- Comfortable doing Loom recordings and sending personalized outreach
- Experience working with blue-collar industries or similar (roofing, HVAC, restoration)
- Understanding of buyer personas and sales funnels
- Familiarity with Mergers & Acquisitions or roofing industry is a strong plus
- Highly organized, self-motivated, and detail-oriented
- Strong written and verbal communication skills in English
- Tech-savvy with reliable internet and computer setup
- Comfortable working independently and taking initiative
- Excellent phone, email and instant messaging communication skills
- Clear and concise communicator with effective English verbal and written communication skills
- Experience with basic social media management
- Strong analytical, and problem-solving skills
- Highly organized and detail-oriented; able to efficiently prioritize multiple tasks