Warm Lead Scheduler / Appointment Setter

Position Summary

We are looking for a highly communicative Warm Lead Scheduler / Appointment Setter to support a merchant services campaign. This person will contact existing store owners or POS customers, explain the purpose of the call at a basic level, qualify interest or readiness, and perform warm transfers to US-based Merchant Specialists.

This is a customer-facing role that requires excellent English (C1+), confidence on the phone, strong personality, and the ability to keep conversations organized, professional, and friendly.

Key Objectives

• Contact warm leads from a list of current store owners or POS customers.

• Schedule or warm-transfer qualified conversations to US Merchant Specialists.

• Support the transition or adoption of the new service provider.

• Serve as the first line of defense for basic customer questions.

• Track call outcomes accurately in the CRM.

Key Responsibilities

• Call assigned store owners/customers from provided lead lists.

• Handle basic first-line questions using approved scripts and FAQs.

• Identify whether the customer is ready to speak with a Merchant Specialist.

• Warm-transfer qualified customers to US-based Merchant Specialists.

• Schedule follow-up calls when a live transfer is not possible.

• Accurately document call outcomes, objections, transfer results, and follow-up needs in the CRM.

• Participate in weekly tracking and performance reviews.

• Escalate recurring questions, objections, or customer confusion to the campaign lead.

Ideal Candidate Profile

• Advanced English level: C1+ required.

• Previous experience as a scheduler, appointment setter, call center agent, sales development representative, or customer service representative.

• Strong phone presence and ability to create rapport quickly.

• Friendly, confident, energetic, and personable.

• Organized and disciplined with CRM notes and follow-up tracking.

• Comfortable speaking with business owners, store managers, and decision-makers.

• Able to handle objections professionally.

• Coachable and able to adapt based on campaign feedback.

Preferred Experience

• Experience with warm leads or existing customer campaigns.

• Experience in merchant services, payments, POS, retail, SaaS, or B2B appointment setting.

• Familiarity with CRM and dialer tools.

Experience performing warm transfers to sales or specialist teams.