Appt Setter Sales Spec | SevenFigure CRM | Sales/Lead Gen
Quezon
Results-driven Appointment Setter and Sales Specialist with experience in inbound and outbound sales, lead generation, and client communication. Skilled in SevenFigure CRM, email management, pipeline tracking, calendar management, and survey form creation. Strong communication, multitasking, and organizational skills with experience working in fast-paced remote environments. Top Skills • Appointment Setting • Inbound & Outbound Sales • Lead Generation • SevenFigure CRM • Email Management • Pipeline Management • Calendar Management • Customer Service • Survey Form Creation • Communication Skills • Time Management Experience & Interests Experienced in sales, appointment setting, and virtual assistance. Interested in customer support, business growth, remote work, and continuous learning in CRM and sales tools.
ACCA Concepts, contract
Mar 2025 to Jun 2025
• Conducted outbound calls to business owners offering funding solutions to help support and grow their businesses. • Assisted janitorial service campaigns by communicating with potential clients and managing follow-ups. • Sent follow-up emails and made follow-up calls regarding application status and client concerns. • Verified client information, updated accurate records in the CRM, and coordinated appointments with specialists. • Experienced in lead generation, appointment setting, customer service, and pipeline management.
Teleserv Asia Solutions Inc, full_time
Jun 2022 to Nov 2024
• Verified client information and updated accurate details in the system before transferring qualified clients to specialists. • Conducted outbound calls to verify client qualifications and scheduled appointments with Medicare specialists. • Managed customer interactions professionally while ensuring accurate data entry and smooth appointment coordination. • Experienced in CRM navigation, client communication, and pipeline management.