Client Outreach and Appointment Coordinator

Do you excel at building client relationships and coordinating appointments? Join our team as a Client Outreach and Appointment Coordinator and play a vital role in supporting our Sales professionals remotely.

In this position, you will proactively reach out to existing clients to update their information, schedule relationship review appointments, and share details about key events such as the annual conference. Your communication skills and organizational abilities will help maintain strong client connections and support the Sales team’s success.

Job Details

• EMPLOYMENT TYPE: Contract
• PAY RATE: $29.80 per hour
• LOCATION: Remote
• SCHEDULE: 8:00am to 5:00pm Monday to Friday
• POSITIONS AVAILABLE: 1
• BENEFITS: Weekly Pay, Medical, Dental, Vision, Life and much more!

Responsibilities

• Conduct proactive outbound calls to existing clients to verify and update client contact, company, and relationship information.
• Schedule relationship review appointments between clients and assigned Sales team members.
• Provide clients with information regarding the annual conference, including event awareness and participation details.
• Accurately document client interactions, updated information, call outcomes, and scheduled appointments in Salesforce CRM.
• Maintain and manage assigned client outreach lists, ensuring timely and consistent follow-up.
• Build rapport with clients through professional, consultative conversations and identify opportunities for additional Sales team follow-up.
• Utilize Salesforce CRM and Microsoft Office Suite, including Outlook, Excel, Word, and Teams, to manage outreach, track activities, communicate internally, and maintain accurate records.
• Effectively prioritize daily calling activity and assigned outreach campaigns to meet productivity, appointment-setting, data-quality, and client-engagement goals.
• Partner closely with Sales team members to ensure appointments and client information are accurately communicated and documented.

Required Qualifications

• High school diploma or GED.
• Basic computer proficiency and ability to learn CRM and business applications.
• Strong verbal communication and telephone skills.
• Ability to communicate professionally and confidently with existing clients.
• Strong organizational skills and attention to detail.
• Ability to manage a consistent volume of outbound client calls and follow-up activities.
• 1+ year of outbound calling, appointment setting, inside sales, call center, or customer service experience.
• Experience using Salesforce CRM.
• Proficiency with Microsoft Office Suite, including Outlook, Excel, Word, and Teams.
• Experience maintaining and updating client or account information within a CRM.
• Experience scheduling appointments or coordinating meetings for Sales professionals.
• Previous experience in a client-facing financial services, payments, technology, or business services environment.

Work Environment

• Remote work arrangement
• Standard business hours: 8:00am to 5:00pm Monday to Friday

Staff Perm is an Award-Winning employment agency with over 20 years’ experience simplifying the employment process. Located near Dallas, Texas and supporting locations across the USA. 7214 S State Hwy 78 Suite #1, Sachse, TX 75048 www.staffperm.com. Staff Perm is an equal opportunity employer. We consider all qualified applicants for employment without discrimination and in accordance with applicable federal, state, and local laws.

All offers of employment are contingent upon the successful completion of background check and drug screen based on local, state and federal laws in your region.

Minor offenses will not necessarily disqualify a candidate from consideration, and all situations are reviewed by HR for compliance with local laws and hiring requirements for the role.

If you are organized, communicative, and ready to support client relationships and appointment coordination, apply today to become our next Client Outreach and Appointment Coordinator.