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Appointment Setter

Docupile is looking for a Call Center Rep / Inbound / Outbound Appointment Setter in Katy, TX.

Position Overview:

The primary responsibility of this position is to engage prospects to prospect for information collection, information verification, sales leads and set appointments in a two-tiered sales process for outside sales reps. This position will depend heavily upon a positive attitude, solid work ethic and the ability to build upon relationships over the phone. This role will overcome objectives in a professional, polite manner – never making the prospect feel uncomfortable at any time.

Candidate must exhibit exceptional time management skills, a proven record of getting prospects/client engaged over the phone, accept direction, be customer service oriented and skilled with technology. Excellent work environment provided with competitive pay and opportunities for professional and personal growth.

A summary of the tasks is below:

– Obtains client/prospect information by answering/making telephone calls; interviewing them; verifying the information.
– Determines eligibility by comparing client information to requirements.
– Calling and scheduling with prospects.
– Consistent follow-up with prospects
– Keep CRM updated with prospect/client interaction
– Work independently and proactively to meet personal business goals
– Assist team with administrative tasks, as needed
– Track weekly and monthly progress, including a number of calls made, appointments set and appointments kept with Chief Advisor
– Perform other duties and projects as assigned

 

An experience in B2B appointment setting is a plus.
Strong Customer Service phone skills
2+ years’ experience required.
Intermediate computer skills – Excel and Microsoft Word

Job Type: Full-time


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Contact Us

With our cloud storage services and electronic content management solutions we can help your dealership streamline the workflow and securely organize and provide easy retrieval of all your documents.

Using Docupile you can get your customer’s history in a click of a button which helps you improve your CSI score. Docupile can also help you retrieve documents much faster and reduce your audit response time (and stress) by 1/5th.

Let us show you how easy and efficient our Document Management System is! See it for yourself, Schedule a Free Demo today!

Office Location

4522 Schlipf Road
Katy, TX 77493
281 – 942 – 4545


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