Source Job

LATAM

  • Qualifying warm and cold leads, confirming their interest and needs.
  • Handling initial questions, and transferring the call or scheduling high-quality, pre-vetted consultations.
  • Ensuring the Sales team only engages with the most promising and prepared prospects.

CRM Sales English GHL

18 jobs similar to Pre-sales & Appointment Setter

Jobs ranked by similarity.

LATAM

  • Contact warm and cold leads via phone, text, email, or social platforms.
  • Qualify leads based on company criteria and schedule appointments.
  • Maintain detailed notes and accurate CRM records.

A leading holistic healthcare and weight loss clinic in Newnan, Georgia, they have helped over 50,000 individuals address the root cause of their health and weight concerns.

Global

  • Contact and engage with company-provided leads via phone and email.
  • Qualify prospects based on needs, budget, and decision-making authority.
  • Book qualified appointments or close deals when appropriate.

20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets. They aim to improve business efficiency and service delivery through qualified contractors.

LATAM South Africa Egypt

  • Make 150–250 calls per day to prospects who have submitted lead forms.
  • Book qualified prospects directly onto agent calendars using GoHighLevel or Calendly.
  • Update lead tags, appointment status, show/no-show records, and daily performance metrics.

The client operates a fast-growing life insurance agency focused on aggressive expansion.

$1,500–$2,500/mo
Latin America

  • Outreach to investors via phone to discuss Property Leads value proposition and product offering; a minimum of 200 dials a day.
  • Overcoming objections and negotiating solutions while building trust with investors to understand their needs.
  • Meeting and exceeding required sales targets; responsible for the amount an investor deposits upon sign up.

Property Leads is a Pay-Per-Lead company that generates high-quality, inbound, motivated seller leads for real estate investors. They are a team of ambitious, results-driven individuals with bold goals for both their company and their personal growth, seeing themselves as a high-performance sports team, focused, competitive, and committed to winning.

LATAM

  • Identify and prospect new clients in targeted verticals using tools like LinkedIn Sales Navigator and Apollo.
  • Develop and manage a pipeline of opportunities, conducting outreach via email, phone, and LinkedIn to set meetings.
  • Nurture relationships with prospects and seek ways to expand account scope by offering additional trades, locations, or services.

Our client is a leading commercial facility maintenance company serving clients across retail, medical, hospitality, and industrial sectors in multiple states.

US

  • Conduct outbound B2B cold calls to prospective clients across U.S. markets.
  • Qualify prospects and set appointments for the sales team.
  • Follow up with leads via phone, email, and LinkedIn to build relationships and nurture interest.

Gushwork.ai builds AI agents to help SMBs around the world grow their businesses by automating their inbound marketing workflows.

South Africa LATAM

  • Identify, engage, and qualify potential customers through outbound and inbound channels.
  • Create pipeline and drive conversations with high-intent prospects.
  • Set high-quality meetings for the sales team.

We are a fast-growing business consulting company based in the US, helping small to midsize companies unlock their full potential.

US

  • Responsible for building New-Logo and Install Base sales pipeline by attracting and qualifying prospects.
  • Generate leads and collaborate on targeted campaigns to build and increase the customer base.
  • Offer a strategic approach to territory planning, account planning, account cohorting, and the pre-discovery stage.

PointClickCare is a leading health tech company that’s founder-led and privately held, empowering employees to push boundaries and shape the future of healthcare.

US

Connect with potential clients and schedule appointments for our travel advisors. Help gather basic travel details and ensure a smooth start to each client’s vacation planning process. Reach out to potential clients by phone, email, or messaging.

Destination Knot connects potential clients and schedule appointments for our travel advisors while working from home, helping gather basic travel details.

US UK Canada

  • Take scheduled sales calls to engage leads and qualify prospects.
  • Perform brand analysis presentations to identify growth opportunities.
  • Convert prospects into clients by presenting the value of our services.

GNO Partners helps Amazon FBA sellers in scaling their businesses by implementing their proven systems and strategies.

$70,000–$90,000/yr
US

  • Identify and research potential customers, including clinical practices.
  • Build a consistent pipeline of qualified leads through outbound calls, emails, social selling, and targeted outreach.
  • Develop and execute strategies to nurture leads and maintain engagement.

Frontera is reimagining how children with autism and other behavioral health needs get the care they deserve by combining world-class clinicians, technologists, and autism specialists to build cutting-edge AI tools. Frontera's platform is HIPAA-compliant and designed for the real-world needs of behavioral health teams.

US

Connect with potential clients via phone, email, and social media to introduce hotel booking services. Qualify leads and schedule appointments for travel advisors and hotel specialists. Collaborate with the team to optimize outreach efforts and improve lead conversion.

At Destination Knot, we take pride in helping travelers simplify the planning process by connecting them with the perfect accommodations.

Mexico

  • Conduct persistent outreach to targeted prospects.
  • Communicate value proposition to decision makers and qualify them for potential sales opportunities.
  • Collaborate with Account Executives to close accounts and accelerate pipeline growth.

Canary Technologies is changing the game for hotels with modern software powered by Canary's hospitality-specific AI platform.

Canada

  • Act as the first point of contact for inbound mortgage leads, answering initial questions and making clients feel supported.
  • Work with a high volume of inbound applications to determine timeline and needs, supporting brokers to manage their time.
  • Review applications for missing details, gathering necessary information and ensuring the file is "broker-ready" before handoff.

Wealthsimple is a financial company that aims to make financial freedom accessible to everyone regardless of age or net worth. They offer simple, smart investing, commission-free stock trading, and high-interest savings accounts.

$50,000–$60,000/yr
US

  • Maintain a strong pipeline of qualified, prospective clients.
  • Conduct software product demonstrations virtually using screen share technology.
  • Support sales and account management teams as needed.

Wayvia helps top brands stay ahead using AI, data, and innovation to shape the future of commerce. They foster a curious and collaborative team environment, supporting employees in building something that matters for clients and shoppers.

$48,000–$80,000/yr
4w PTO 12w maternity 4w paternity

  • Manage outbound lead generation by researching and contacting prospective customers.
  • Actively source new leads and develop detailed lead profiles in Salesforce.
  • Qualify prospect accounts and schedule meetings and demos with Account Executives.

Fleetio is a modern software platform that helps thousands of organizations around the world manage their fleet operations.

US

  • Perform inbound & outbound sales activities, and contact potential clients through various channels.
  • Qualify customers based on a thorough knowledge of the Vonage API platform products.
  • Schedule meetings and demos for Account Managers and collaborate with marketing and sales leadership to optimize performance.

Vonage is a global cloud communications leader that helps brands accelerate their digital transformation through unified communications, contact center solutions, and communications APIs.