Appointment Setter and Community Manager

2 weeks ago

Johannesburg, Gauteng, South Africa Cardinal Thrive Full time

Appointment Setter and Community Manager (REMOTE)
Roles, Responsibilities, Results, Requirements

Position Summary

Position Appointment Setter and Community Manager

Department Sales and Marketing

Reports To CEO, Sales Manager

Position Type 40 hrs week / Part-time / Full-time

ROLE (Overview Of The Position)**:


As an Appointment Setter and Community Manager, you are responsible for developing relationships in our online community that promote sales conversations.

This position involves completing daily tasks (Monday-Friday), within the outbound marketing CRM HighLevel and our online community, with the intention of booking sales meetings for the sales team.

The Appointment Setter is responsible for completing all tasks listed in the "inbox," on the day that the tasks are due following the process laid out in the prospecting training SOP.

Tasks include sending Facebook/Instagram/LinkedIn messages, engaging in the online community, adding connections to the community, and marking the tasks complete in the CRM.

The Marketing assistant is also required to complete the weekly progress report every Friday.

You will attend necessary Zoom Meetings, Strategic Meet-ups and Mastermind events as the role requires.

RESPONSIBILITIES (Tasks Associated With The Role)**:

  • Daily Outbound Prospecting: Responsible for completing all "Text," tasks "Facebook Message," tasks and "Contact Form Submission," tasks inside Go High Level Monday-Friday Pacific Standard Time.
  • Engaging with members of our community and supporting them
  • Marking completed tasks as "done," in

High Level:
Once a task has been completed, mark the task as "done," to hide it from the inbox.

  • Attend all team huddles
  • Complete the weekly progress report:Accurately complete the weekly progress report no later than 9pm PST every Friday.

Results (Expected Accomplishments):

  • Book a minimum of 5 meetings per week for the sales team
  • Followup with past leads assigned by the sales team
  • Complete all tasks in HighLevel

Requirements (Expected Proficiencies):

  • At least 2 years of professional experience in Appointment Setting or Customer Service
  • Able to selfdirect and properly manage one's time effectively
  • Experience in building and maintaining strong relationships with clients
  • Efficient with all integrated platforms within the company
  • Excellent communication skills, both with clients and crossdepartmentally and ability to relay ideas clearly. Excellent written english skills
  • Ability to learn quickly and execute at a high level with speed
  • Ability to work under high stress and pressing deadlines
  • Able to make autonomous decisions of how to handle clients based on company moral/values and set guidelines
  • Able to handle difficult conversations regarding upset clients and deescalate those situations
  • Able to work M-F 8.30 AM5.30 PM PST; Must be flexible and able to work additional hours/weekends/holidays if the situation warrants it
  • Able to multitask efficiently and without issues
  • Generally reachable and responsive to prospective clients and team members (Slack) during working hours
  • Strict attention to detail and cross checking data
  • Ability to manage multiple projects consecutively and ability to work under pressure
  • Ability to problem solve and provide effective solutions to issues as they arise
  • Must be organized and able to update CRM regularly and maintain documentation on all client activities.
  • Autonomy and ability to thrive in remote work environments
  • Ability to show up on daily team meetings

Bonus / Preferences:

  • Undergraduate degree in business or an accounting field preferred

COMMUNICATION CYCLE

DAILY

  • Communications on high priority items via Slack with C-Level Leadership
  • Longform questions or requests, as well as lowpriority items, are consolidated as best possible and communicated to C-Level Leadership via Slack and/ or ClickUp

WEEKLY

  • EOW Report is delivered to C-Level Leadership by Friday at 2 pm EST
  • Attends Weekly 1:1 with C-Level Leadership
  • Facilitates crossdepartmental meetings and 1:1's with other team members of the
The team as you see necessary

  • Attends all Weekly, Monthly, Quarterly and Annual meetings as requested

CHAIN OF COMMUNICATION

  • Search within all content/materials provided or available to retrieve answers or ways of resolving the situation
  • Reach out to peers to gain insight into the situation and see if a resolution can be found
  • If still unresolved, reach out to C-Level Leadership regarding the situation (using methods of communication in line with priority)
  • Follow up with C-Level Leadership in a timely manner based on the priority of the request, and continue to do so until a resolution is found

REPORTS TO:
CEO and Sales Manager

DIRECT REPORTS:
None

Compensation:

  • Compensation for this role will be dependent on experience and value
  • Compensation will be provided on a

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