Lead Scheduler / Appointment Setter

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Allied Global

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

Founded 2005

🤝 B2B

🎯 Recruiter

🤖 Artificial Intelligence

B2B • Recruitment • Artificial Intelligence

Allied Global is a multinational outsourcing and technology services firm that provides intelligent contact center solutions, business process outsourcing, remote staffing and dedicated technology teams. The company offers managed IT and technical support, software engineering, robotic process automation, AI-driven contact center tools (including an AI agent named Lucy), cognitive services, QA and CX automation, and recruitment process outsourcing to enterprise clients across industries. With a global delivery footprint and a focus on combining human talent with automation and analytics, Allied Global helps organizations scale operations, improve customer experience, and optimize costs.

📋 Description

• 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. • 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.

🎯 Requirements

• 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. • 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.

🏖️ Benefits

• N/A