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CPT-7519 CRM System Management & Appointment Setting VA at 20four7VA

Remote:

Full Remote

Contract:

Part time

Work from:

Anywhere

Offer summary

Qualifications:

Experience in lead generation and appointment setting, Proficient in KVCore (Boldtrail) CRM software, Strong organizational and time management skills, Excellent verbal and written communication skills, Ability to work independently and in a team.

Key responsabilities:

Identify and qualify leads through outreach
Maintain accurate records in the CRM system
Schedule appointments using Calendly
Coordinate with sales for smooth scheduling
Generate reports on performance metrics

20four7VA https://20four7va.com/

51 - 200 Employees

See more 20four7VA offers

Job description

IMPORTANT NOTE: If you have already passed the 20four7VA Recruitment Process after the Final Interview, or you have been hired by a 20four7VA Client before, make sure that you are applying via the 20four7VA Team Portal, for faster processing of your application. You will be logging in using your 20four7VA email address. If you have just logged in to the Team Portal, please continue reviewing the Job Description below.

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CPT-7519 CRM System Management & Appointment Setting VA

Required Service: Real Estate Support VA
Requested Experience Level: Junior
Minimum Hours/Week: 10 hours
Shift Time Zone: EST
Shift Hours: 2 hours per day
Shift Days: Tuesday to Saturday
Number of VAs Needed: 1

Gender Preference: Female
Language Preference: English
Accent Preference: Neutral
Region Preferences: N/A

Job Description: CRM System Management & Appointment Setting VA

Job Summary:
The company seeks a highly motivated and results-oriented Lead Generation and Appointment Setting Specialist. The ideal candidate will generate high-quality leads, manage customer relationships, and schedule appointments with potential clients.

Key Responsibilities:

Lead Generation:
Identify and qualify leads through cold and warm calling, as well as other outreach methods.
Build rapport and generate interest using effective communication techniques.
Maintain accurate records of all leads and interactions in the CRM system.
Appointment Setting:
Schedule appointments between prospects and YAMO Premier Properties team members utilizing Calendly scheduling app.
Coordinate with the sales team to ensure smooth scheduling and follow-up.
Track and manage appointment schedules for optimized time management.
CRM Management:
Set up and maintain the KVCore (Boldtrail) CRM system to track leads, opportunities, and customer interactions.
Input accurate and current information into the CRM.
Generate reports and analyze performance metrics using the CRM.

Qualifications:

Proven experience in lead generation and appointment setting.
Proactive, with the ability to anticipate business needs for continuous improvement.
Excellent verbal and written communication and interpersonal skills.
Strong organizational and time management skills.
High proficiency in KVCore (Boldtrail) CRM software.
Ability to work independently and collaboratively within a team.
Positive, enthusiastic, and goal-driven.
Strong work ethic and commitment to success.

Application / Software