Offer summary

Qualifications:

Strong communication skills, both verbal and written., Sales-driven mindset with a desire to succeed., Genuine passion for renewable energy solutions and environmental sustainability., Proficiency with CRM software and other sales tools..

Key responsabilities:

Schedule and confirm appointments for in-home or virtual meetings.

Respond to leads promptly and send tailored follow-ups via email and text.

Engage homeowners to understand their needs and gather details on their inquiries.

Maintain detailed notes and update the CRM for seamless communication with the sales team.

Job description

We are seeking a motivated Appointment Setter to support our client’s growing sales team. You will work directly with leads generated by our targeted marketing campaigns, including emails, direct mailers, and SMS outreach. Your primary responsibility is to schedule and confirm appointments for in-home or virtual meetings, ensuring field sales representatives have well-prepared opportunities to close deals.

Job Responsibilities:

Complete a comprehensive training program to familiarize yourself with the client’s services, marketing strategies, and customer relations by reviewing client websites and materials.
Respond to leads promptly—within 30 minutes during office hours—and send tailored follow-ups via email and text, highlighting key pain points. For inquiries outside of office hours, respond within 12 hours (from 9 am - 7:30 pm PST).
Engage homeowners/decision-makers through phone conversations to understand their needs and gather details on how they heard about the client’s services (e.g., email, text, postcard, referral).
Explore the homeowner's current energy challenges, listen to their concerns, and convey confidence that the company can provide a solution, pending home qualification for solar readiness.
Offer flexible appointment times (day, evening, or weekend) and reconfirm the best contact information for both the homeowner and the assigned sales representative.
Maintain detailed notes and update the CRM to ensure seamless communication between you and the field sales team.

Requirements

Strong communication skills, both verbal and written, with the ability to build rapport quickly.
Sales-driven mindset with a desire to leverage your skills for success.
Genuine passion for helping families adopt affordable, clean, renewable energy solutions.
Commitment to environmental sustainability and equity.
Ability to establish trust with potential clients and build long-lasting relationships.
Self-motivated and goal-oriented, with a proven track record of meeting targets.
Proficiency with CRM software and other sales tools (training provided).

System Requirements

At least 15mbps for main internet and at least 10mbps for backup
A desktop or laptop that has an i5 processor with at least 8 GB RAM and an i3 processor for backup
Note: Back-ups should still be able to function when there is a power interruption
A webcam
Noise-canceling USB Headset
Quiet, Dedicated Home Office

Benefits

Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.