Appointment Setting & Sales Operations Specialist

Position: Appointment Setting & Sales Operations Specialist

Type: Full-Time Remote Contractor (40 hours/week)

Schedule: US Business Hours Alignment (EST/CST) | Monday – Friday

Target Location: Remote (South Africa)

About the Company

We are a premier regenerative healthcare provider specializing in high-ticket, life-changing service package.

Position Overview

We are seeking an articulate, highly persuasive Appointment Setting & Sales Operations Specialist based in South Africa to serve as the critical front-line partner to our senior closing team.

In this high-impact role, you will own the end-to-end outbound setting pipeline. You will engage, re-warm, and qualify inbound and event leads generated through our dinner seminars, direct mailers, and digital campaigns. Your primary goal is to conduct diagnostic qualification calls, address initial inquiries with polish, and seamlessly book qualified prospects onto our senior closers' calendars for virtual or in-person sales presentations.

You will also maintain clean pipeline mechanics in our CRM and leverage cutting-edge AI and automation tools designed to support your daily outreach workflow.

Key Responsibilities

1. Lead Qualification & Appointment Setting

• Multi-Channel Lead Re-Warming: Proactively reach out to warm leads generated from live dinner seminars, direct mail follow-ups, paid digital campaigns, and community event registrations using phone calls, SMS, and email.


• Consultative Qualification: Engage prospects in diagnostic conversations to evaluate their needs, financial readiness for premium packages ($6k–$25k), and motivation level.


• Consultation Booking: Schedule qualified prospects directly onto the calendars of our senior sales closers, issuing pre-appointment reminders and confirmation touches to ensure maximum attendance rates.

2. Sales Support & Pipeline Management

• CRM Hygiene & Pipeline Tracking: Maintain meticulous records in our CRM, tracking lead status, contact outcomes, conversation notes, and scheduled consultations.


• Closer Alignment: Act as the primary operational support for senior sales closers, providing pre-call briefs on prospective clients so closers step into calls fully prepared.


• No-Show Recovery: Re-engage missed or canceled appointments quickly through automated sequences and personalized outreach to get prospects back on the schedule.

3. AI & Process Automation Integration

• Automated Workflow Utilization: Partner with our operations team to utilize AI-driven lead scoring, automated messaging cadences, and smart scheduling tools to maximize outreach volume and response times.

Qualifications & Requirements

• Sales & Setting Experience: 3+ years of phone-based sales, appointment setting, or outbound lead qualification experience (preferably handling high-ticket services or consultative sales offerings).


• Communication & Professionalism: Flawless written and spoken English with an articulate, warm, and highly professional phone demeanor. You know how to build trust quickly with individuals exploring high-value purchasing decisions.


• Objection Handling & Qualification: Proven ability to navigate financial and timing objections gracefully while holding high standards for what constitutes a truly "qualified" meeting.


• CRM & Tech Savvy: Strong familiarity with modern CRM systems, pipeline tracking, integrated softphones, and calendar management platforms (e.g., HubSpot, Salesforce, GoHighLevel).


• Schedule Alignment: Ability to work full-time hours aligned with US EST/CST business hours in a quiet, professional home office setup.

Preferred (Big Pluses)

• Experience in high-ticket sales, premium service packages, or consultative client onboarding.


• Exposure to offline-to-online marketing models (seminar sales, direct mail follow-up).

What Success Looks Like

• High Conversion Rates: Converting warm seminar, direct mail, and digital leads into held consultations at or above target benchmarks.


• Seamless Sales Handoff: Keeping senior closers' calendars filled with pre-qualified, highly motivated prospects.


• Zero Lead Leakage: Ensuring every lead entering the pipeline receives prompt, systematic outreach and follow-up.