Job Description
Overview: Job Title: Sales Assistant Location: Fully Remote Hours: 15 - 40 hours/week Compensation: $7-10/hour based on experience, plus production bonuses after a 90-day probationary period. As an Sales Assistant with Solvency Now Bookkeeping , Inc. (“Solvency Now”) our Mission Statement is “Complete and perfect financial records for [Business Owners] peace of mind”. Your purpose will be to get sales appointments booked and all admin completed for leads. The purpose of an appointment setter is to support the Sales Manager and/or CEO on sales by efficiently identifying, qualifying, and scheduling meetings with potential clients or leads. This role aims to streamline the sales process by ensuring that sales representatives focus their efforts on high-potential prospects, ultimately contributing to the growth and success of the company. The appointment setter acts as the first point of contact, creating a positive initial impression, and laying the groundwork for successful sales engagements. Essential Duties and responsibilities Update and maintain CRM system and pipeline with details of all interactions with leads, including contact information, communication history, and appointment status. Ensure all data is accurate and up-to-date to help with tracking and reporting. Facilitate and manage all necessary paperwork and documentation once a lead agrees to move forward with the sales process, ensuring that all forms and contracts are accurately completed and submitted in a timely manner. Qualify leads based on company criteria to ensure they are a good fit for the company’s products or services. Ensure that Discovery Forms are filled out in service of qualifying leads, (or filling out the data by getting the prospect on the phone and asking for data) Schedule appointments between qualified leads and the sales team or business representatives. Coordinate and manage the calendars of the sales team to ensure appointments are set at convenient times. Conduct follow-up cal
