Lead Conversion: Respond to inbound leads and convert them into scheduled consultations (virtual or in-person)
Multichannel Communication: Manage inquiries across phone, SMS, WhatsApp, Instagram DMs, email, and web forms
Consultative Selling: Qualify leads, understand needs, and guide prospects through the booking process with empathy and confidence
Follow-Up Management: Execute timely and structured follow-ups to maximize conversion rates
CRM Management: Accurately log all interactions, update lead status, and track progress within HubSpot
Pipeline Ownership: Maintain organization and visibility across all active leads
Patient Experience: Deliver a professional, responsive, and patient-centered experience aligned with high service standards
Performance Tracking: Meet and exceed conversion targets, response time expectations, and activity metrics

Language: Full fluency in English and Spanish (spoken and written) with a neutral accent
Sales Experience: Strong background in sales, appointment setting, or lead conversion roles
Conversion Skills: Proven ability to build trust quickly and close appointments in a consultative manner
CRM Experience: Hands-on experience with HubSpot CRM is required
Communication: Excellent verbal and written communication skills across multiple channels
Responsiveness: Ability to manage high lead volume with speed and consistency
Attention to Detail: Strong organization and accuracy in managing lead data and follow-ups
Mindset: Performance-driven, proactive, and patient-focused approach

Preferred Tools

This is a 100% home-based position.
We offer health insurance for contractors.
Holiday Extra Pay.
The work hours generally align with standard business hours in the US, with some potential flexibility depending on the client's needs.
We prioritize the mental health of our team members and offer mental health days to support their well-being.
In addition to the base salary, performance-based incentives are provided.
There is an annual review and appraisal process in place.
There are ample opportunities for professional growth and advancement within the company

Appointment Setter, Bilingual

Key skills