Spanish Bilingual Appointment Setter / Lead Generation Specialist

About Us

Our client is a growing medical aesthetics practice serving clients throughout California. We receive a high volume of warm leads daily through social media advertising and are looking for a highly motivated Spanish-English Bilingual Appointment Setter / Lead Conversion Specialist to help convert inquiries into booked appointments while delivering exceptional customer service.

This role is ideal for someone with strong sales abilities, excellent phone skills, and a warm, personable approach. Training, scripts, and sales techniques will be provided to help you succeed.

Key Responsibilities

Primary Priorities

• Answer incoming warm lead calls generated from social media advertisements.
• Conduct follow-up calls, re-engage leads, and manage appointment rescheduling.
• Schedule appointments and manage calendar bookings efficiently.

Additional Responsibilities

• Convert warm leads into booked consultations and appointments.
• Present and upsell services using provided sales scripts and training.
• Build rapport with prospective clients and provide exceptional customer service.
• Maintain accurate records within the company's CRM system.
• Respond to inquiries via phone and email in a timely manner.
• Track lead status and conversion outcomes.
• Ensure all leads receive prompt follow-up to maximize conversion rates.

Requirements

• Fluent in both Spanish and English (verbal and written).
• Previous experience in appointment setting, lead generation, customer service, sales, or call center environments.
• Strong communication and relationship-building skills.
• Professional and friendly phone presence.
• Comfortable handling sales conversations and guiding prospects toward booking appointments.
• Ability to work independently in a remote environment.
• Reliable internet connection and quiet workspace.

Preferred

• College-educated professional (preferred but not required).
• Experience working with U.S.-based clients, particularly California clientele.
• Background in aesthetics, healthcare, medical spas, wellness, or beauty services.
• Experience using CRM systems.

Systems & Tools Used

• Proprietary CRM System (custom-built)
• Google Voice (call management and recording)
• CRM-integrated lead spreadsheets
• Email and phone communication platforms

What We're Looking For

We need someone who is

• Naturally warm, sweet, and easygoing.
• Customer-focused with a high level of professionalism.
• Confident in sales and upselling conversations.
• Organized and detail-oriented.
• Responsive and able to follow up with leads quickly.
• Passionate about helping clients feel comfortable and cared for.

Current Challenges You'll Help Solve

• Managing 50+ warm leads generated daily from social media advertising.
• Preventing leads from going cold due to delayed follow-up.
• Supporting Spanish-speaking patients who currently lack adequate bilingual assistance.
• Improving appointment conversion rates and overall patient experience.

• Basic requirements
• Must be proficient in speaking and writing English very clearly

• Must have relevant work experience
• Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
• Must be available for video meetings with your camera on (when needed)

Technical requirements

• Device: Reliable laptop or desktop computer.
• Internet: High-speed connection (minimum 25 Mbps).
• Audio: Noise-canceling headset.
• Video: Webcam for virtual meetings.
• Workspace: Quiet, professional environment

Benefits

• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• Top 1% VA Performance Training: Access to proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.