Job Description

Job Description

Job Description

Employment Type Full-Time

Experienced Appointment Setter Representative: We are looking for candidates seeking a stable job, in a friendly, professional, and high-energy environment. If you have experience selling over the phone and can convert inbound calls into appointments, this is the perfect job for you! You'd also be a great fit for this role if you have customer service experience that was performed over the phone.

Job Requirements:

• A minimum of 3+ years experience in customer service or client-facing role,
• Administrative Skills: Proficiency in basic administrative tasks and database management.
• Organizational Skills: Experience managing multiple tasks, prioritizing, and meeting deadlines efficiently.
• Proven experience in managing clients' calendars, ensuring efficient scheduling and coordination.
• Qualified candidates are energetic and enthusiastic, you must be able to communicate very clearly and effectively over the phone.

Responsibilities:

• Schedule sales appointments for our valued service clients which are most often accounting firms
• Communicate updates, marketing directives and opportunities for positive change directly with our service clients

Client Matchmaking specializes in helping accounting and tax firms increase their revenue by connecting them with their ideal clients and enhancing their sales processes. Our unique approach involves not only connecting our clients with potential customers but also qualifying these leads, setting up meetings, and crafting strategic sales processes to ensure successful matches every time. Additionally, we provide comprehensive sales training for accounting professionals, covering how to run consultations, price services, and manage all business with tactical follow-up.

Company Description

Client Matchmaking specializes in helping accounting and tax firms increase their revenue by connecting them with their ideal clients and enhancing their sales processes. Our unique approach involves not only connecting our clients with potential customers but also qualifying these leads, setting up meetings, and crafting strategic sales processes to ensure successful matches every time. Additionally, we provide comprehensive sales training for accounting professionals, covering how to run consultations, price services, and manage all business with tactical follow-up.

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