Appointment Setter, Sales & Customer Engagement Specialist, Virtual Assistant, L

ASSISTED CUSTOMERS IN BOOKING FLIGHTS, HOTELS, AND CAR RENTALS. UPSOLD VACATION PACKAGES AND RESOLVED BOOKING CONCERNS. ENSURED CUSTOMER SATISFACTION THROUGH DETAILED ITINERARY REVIEWS.

DELIVERED TIER 1 SUPPORT FOR HARDWARE/SOFTWARE ISSUES VIA PHONE AND EMAIL. EDUCATED USERS ON CHARGER USE, MOBILE APP, WEBSITE, AND EVGO PROGRAM CARDS. PERFORMED TROUBLESHOOTING, SOFT RESETS, AND REMOTE DIAGNOSTICS. MAINTAINED DETAILED CASE LOGS AND UPDATED CUSTOMER RECORDS IN CRM. GUIDED USERS TO THE NEAREST CHARGING STATIONS AND HANDLED BILLING INQUIRIES.

Successfully coordinated and set appointments for over 200 client meetings in a single year. Established and maintained positive relationships with clients, leading to repeat business and referrals. Managed multiple calendars while ensuring all appointments were scheduled in a timely manner. Utilized customer relationship management (CRM) software to maintain client information and records. Responded to client inquiries and provided accurate information in a polite, friendly, and efficient manner. Outbound Calls Inbound Calls EmailText Sets up the Appointment via Calendly and Booking link. Educate Electrical Contractors for the Requirements Sending Contracts, NDA and Documents Offering promotions to Gas Station owners, Business owners and General Managers.

Conduct outbound and inbound outreach to prospects and qualify leads based on interest, goals, and program fit. Generate leads through various platforms and perform cold calling to engage potential prospects and introduce program offerings. Schedule and coordinate appointments for the sales team, managing multiple time zones and maintaining high show-up rates through consistent follow-ups via text, email, and social channels. Create, manage, and send invoices to clients/applicants through email and text, ensuring accuracy and timely processing. Handle CRM updates, lead tracking, and communication management using tools like HubSpot, Calendly, Zoom, Aircall, RingCentral, Slack, Outlook, LinkedIn, and Asana. Guide prospects by sharing program resources, answering questions, and preparing them for their scheduled calls. Perform lead generation, pipeline nurturing, and administrative tasks to support business growth and client engagement. Communicate professionally with U.S.-based clients, providing customer support, follow-up assistance, and resolving concerns. Assist in qualifying interested applicants and support hiring processes, including sourcing and evaluating other VAs per the client’s request. Maintain detailed documentation and ensure a smooth, positive experience for every lead and client interaction.