Field Canvassing Team Lead

Summary

The Customer Acquisition Team Lead is responsible for planning, coordinating, and overseeing door-to-door appointment-setting campaigns to drive sales opportunities and achieve organizational goals for their assigned area. This role involves managing a team of appointment setters, implementing strategies, and ensuring the highest standards of professionalism and efficiency in the field.

Qualification Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Minimum Qualifications

High School Diploma or equivalent required; College Degree preferred

Quick problem-solving skills to address challenges encountered during appointment-setting activities.

Strong leadership and team management abilities to guide and motivate a team of appointment setters.

Excellent communication skills to convey product or service information clearly

Train appointment setters effectively.

Ability to plan and organize appointment-setting activities, set priorities, and meet targets.

Exhibit quick problem-solving skills to address challenges encountered during appointment-setting activities.

Previous experience in sales, appointment setting, or a related field is required.

High ethical standards and a commitment to conducting appointment-setting activities with integrity and professionalism.

Knowledge, Skills, and Abilities

Excellent customer relations, empathetic & personable skills

Ability to work Microsoft suites and Internal software's

Ability to roadmap success

High energy

Must be able to organize & prioritize

Ability to adapt well and accept feedback in a changing environment

Must be comfortable in technology driven environment

Ability to work independently

Supervisory Responsibilities

Customer Acquisition Specialist

Essential Functions

Develop and implement strategies for door-to-door appointment setting to achieve campaign goals and increase sales opportunities by cutting maps for each member of your team.

Recruit, train, and manage a team of appointment setters for effective execution of the door-to-door campaign.

Foster a positive and motivated work environment to maximize team productivity.

Set clear targets and goals for the appointment-setting team in terms of scheduled appointments, leads generated, and conversion rates. The minimum monthly requirement for demos per month is 8 per canvasser

Provide comprehensive training to appointment setters on effective communication, product or service knowledge, due diligence, and appointment-setting techniques.

Conduct ongoing coaching and skill development sessions for continuous improvement.

Oversee day-today appointment-setting activities in the field, ensuring adherence to campaign guidelines and maintaining a positive customer experience.

Conduct regular field visits to assess team performance and provide constructive feedback.

Implement systems for tracking and managing data related to scheduled appointments, customer responses, and overall campaign progress.

Utilize data analysis to optimize strategies and improve campaign efficiency.

Work closely with the other team leads to align strategy across department.

Communicate effectively with Marketing team about appointment-setting efforts with broader business strategies.

Collaborate with cross-functional teams to integrate feedback and improve campaign outcomes.

Generate regular reports on appointment-setting performance, outcomes, and challenges, and provide updates to campaign management.

Provide detailed updates to campaign management, highlighting successes and areas for improvement.

Monitor the quality of interactions to ensure professionalism and accuracy in appointment scheduling.

Implement quality control measures to ensure compliance with campaign messaging and organizational values.

Other job duties as assigned

Physical Demands

Ability to walk up to 4 miles daily </p