Are you a charismatic communicator? Are you a growth-minded professional who thrives working with others? Are you a proactive, confident person driven to achieve goals?

If so, you may be the motivated and results-driven Appointment Scheduler we are looking for to join our team. As an Appointment Scheduler, you will play a crucial role in our business development efforts by generating leads and setting appointments for our sales team. The Appointment Scheduler we are looking for needs to be someone who is meticulous and detailed oriented and who desires to help set those around them up for success. If you thrive in a customer driven environment, with a family oriented culture, and a desire to be the best in all aspects of work, you’ve come to the right place.

Our Appointment Scheduler will enjoy talking to customers on the phone about their upcoming projects and desired home improvements while taking their information and turning it into an appointment for our sales team. You’ll be the first line of communication and start of their long relationship with our company allowing you to pave the way for success. You’ll take and set up appointments, distribute lead sheets and appointment schedules for the sales team, as well as work hand-in-hand with the rest of the Appointment Scheduling Team catering to customer needs and sales team support.

Founded in 1993, Newman Windows and Doors is the largest Milgard dealer in Southern California. We have set the highest standard for window and door replacement in the home improvement industry by offering an unprecedented level of meticulous professionalism. You could say we are obsessed with treating our customers like true VIPs from start to finish which is why 30 years later, 60% of our business comes from repeat and referral business. We’re difference makers in the window and door industry driving change and finding new ways to stand out from the competition.

Be part of the movement for window and door replacement excellence. Our standards are very high, but so is the desire to be great together for our customers. If you’re a high performance, goal driven individual, you’ve got what it takes to excel at Newman Windows and Doors. Apply today!

As part of our selection process, we require all applicants to complete a 10 – 12 minute survey which you can find here: https://go.cultureindex.com/s/bibsQzg1Ll

Please copy and paste the link into a separate browser to complete the survey.

This is a survey, not a test; no pass or fail. The purpose of the results is to help us understand your unique strengths.

Objectives of this role:

· Strong communication skills and attention to detail

· Ability to excel at organization, being personable, and setting quality appointments

· Accurately set appointments that put our sales team in the best position to convert the appointment to a Newman Windows and Doors customer

• Ask qualifying questions to locate the needs of the customer
• Efficiently command calls while obtaining the needed information for the appointment
• Accurately display and distribute obtained information to the Sales Team for attending their designated appointments with a well set-up understanding of the customer’s need
• Build value and rapport with leads as part of the front line communication to ensure a path for Newman Windows and Doors to successfully “WOW with World Class Experiences”

Responsibilities

Primary:

• Identify customer needs, set appointments, and distribute lead and appointment sheets daily
• Support Sales Team and Appointment Setting Department in preparing necessary documents and retrieving information for appointments or calls
• Daily confirmations calls for next days appointments to ensure customers will be present
• Outbound calling to prior appointments for increased appointment to sale conversion
• Outbound calling to various types of leads for lead to appointment conversion

Support:

• Field overflow inbound calls and assess accurate point of contact for immediate and warm transfer
• Prepare concise and accurate supporting documents and notes for calls that require further explanation or service
• Periodically cover front desk, and associated duties ,

Required skills and qualifications

• Excellent communication, interpersonal, and problem-solving skills
• Proficiency with excel, reporting databases, QB, software, and CRM
• Strong organization skills and attention to detail
• Desire to grow and be teachable

Preferred skills and qualifications

• Bachelor’s degree or equivalent
• 1 year experience with excel

Job Type: Full-time

Pay: $18.00 - $20.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

Experience level:

• 1 year

Shift:

• 8 hour shift

Supplemental pay types:

• Bonus opportunities

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Work Location: In person