Client Support & Scheduling Specialist

📞 Client Support & Scheduling Specialist

Full-Time Remote | U.S. Business Hours

🚀 About the Role

We’re hiring a highly organized and phone-confident Client Support & Scheduling Specialist to support day-to-day operations, manage inbound leads, and keep the scheduling pipeline running smoothly.

This is not a passive admin role.

You’ll be one of the first points of contact for potential clients — responsible for:

• responding quickly to inquiries,
• following up consistently,
• qualifying leads,
• and turning conversations into booked appointments.

This role is ideal for someone who thrives in:

• client-facing communication,
• appointment setting,
• operational coordination,
• and fast-paced service environments.

If you’re proactive, detail-oriented, and confident on the phone, this role is a strong fit.

🔥 What You’ll Own

Phone & Lead Management

• Handle inbound and outbound calls professionally and confidently
• Respond quickly to new leads and inquiries
• Follow up consistently to maximize appointment conversions
• Qualify leads based on company criteria
• Guide prospects through the scheduling process
• Maintain strong communication throughout the client journey

Appointment Setting & Calendar Coordination

• Schedule appointments between prospects and internal teams
• Manage calendars and avoid scheduling conflicts
• Send reminders and confirmations before appointments
• Handle cancellations and rescheduling efficiently
• Ensure no qualified opportunity slips through the pipeline

CRM Management & Pipeline Tracking

• Maintain accurate lead records inside the CRM
• Log:
• calls
• notes
• appointment updates
• follow-ups

• Keep pipeline stages organized and updated
• Ensure strong documentation discipline and clean workflows

Administrative & Operational Support

• Support day-to-day administrative coordination
• Manage email follow-ups and operational communication
• Maintain organized digital records and systems
• Assist leadership and internal teams with operational needs as required

✅ Required Experience & Skills

• Based in Latin America
• Fluent, professional English with a neutral or clear accent
• Strong and confident phone communication skills
• Experience in:
• appointment setting
• customer service
• scheduling
• client support
• administrative coordination

• Experience using CRM systems
• Strong organization and multitasking abilities
• Comfortable working U.S. business hours
• Ability to work independently with minimal supervision

⭐ Nice-to-Have Experience

• Experience in:
• HVAC
• roofing
• landscaping
• contractor services
• home services industries

• Familiarity with:
• Google Calendar
• Calendly
• HubSpot

• Experience supporting U.S.-based clients or businesses

🧠 What Makes You a Strong Fit

• You are confident and professional on the phone
• You respond quickly and follow through consistently
• You are highly organized and detail-oriented
• You enjoy helping people and guiding conversations
• You stay calm managing multiple priorities
• You proactively solve problems instead of waiting for direction

📅 What a Typical Day Looks Like

• Respond to inbound calls and lead inquiries
• Follow up with prospects and schedule appointments
• Update CRM records and pipeline activity
• Coordinate calendars and confirmations
• Send reminders and manage reschedules
• Support operational and administrative workflows
• Communicate with internal team members to keep schedules organized

In short:
You keep the pipeline moving by ensuring leads are contacted quickly, appointments are booked efficiently, and operations remain organized and responsive.

📊 Key Metrics for Success (KPIs)

• Number of qualified appointments booked
• Lead response time
• Appointment show rate
• CRM accuracy and activity tracking
• Pipeline movement and scheduling efficiency
• Client responsiveness and communication quality

🌟 Why This Role Stands Out

• High-impact client-facing role
• Strong ownership over scheduling and lead coordination
• Opportunity to work directly with U.S.-based clients and teams
• Fast-paced environment with clear growth opportunities
• Remote flexibility with structured operational systems
• Direct impact on company revenue and pipeline performance

🧪 Interview Process

• Application Review
• Initial Screening
• Role-Specific Interview
• Final Interview

👉 Apply Now

If you:

• are confident communicating on the phone,
• enjoy scheduling and operational coordination,
• can manage leads and appointments efficiently,
• and thrive in fast-moving environments,

this role is a strong fit for you.