About The Role

Set 1015 qualified appointments per month with decision-makers
Work leads using tools like ZoomInfo, Lusha, Seamless.ai, Apollo, and YellowPages
Enroll prospects into custom sequences via HubSpot or basic CRM tools
Send personalized emails, texts, and Loom video recordings to drive engagement
Maintain up-to-date records and follow-ups in the CRM, ensuring leads are in the correct stage of the pipeline
Scrub, qualify, and segment contact lists based on buyer persona and campaign needs
Conduct basic research on prospects and companies before outreach
Track outreach metrics and report performance regularly
Follow up with no-shows and reschedule appointments when needed
Identify and suggest potential improvements in outreach strategies
Ensure timely response to inbound leads during working hours
Coordinate with internal team members to ensure proper handoff of qualified leads
Stay aligned with campaign goals, offers, and buyer persona details
Reference yourself as “EA” (Executive Assistant) when needed in communication

(Optional) Handle or route incoming calls using IMAX phone system or RingCentral

Perform other administrative tasks as assigned to support the team and sales process

Experience in appointment setting, sales support, or similar roles
Familiarity with HubSpot, IMAX Digital, or similar CRM systems
Knowledge of contact sourcing platforms: Apollo, ZoomInfo, Seamless.ai, Lusha
Comfortable doing Loom recordings and sending personalized outreach
Experience working with blue-collar industries or similar (roofing, HVAC, restoration)
Understanding of buyer personas and sales funnels
Familiarity with Mergers & Acquisitions or roofing industry is a strong plus
Highly organized, self-motivated, and detail-oriented
Strong written and verbal communication skills in English