Job Title: Appointment Setter (Pre-Sales Executive) SaaS / CRM Products
Location: Remote / Hybrid / On-site (as applicable)
Department: Sales & Business Development
Employment Type: Full-time
About the Role
We are looking for a smart, energetic, and target-driven Appointment Setter (Pre-Sales Executive) to join our Sales team.
You will be responsible for engaging potential clients, qualifying leads, and scheduling product demos or meetings for our SaaS-based CRM solutions.
This role is perfect for someone who loves communication, understands business pain points, and enjoys being the first touchpoint in the customer journey.
Key Responsibilities
- Lead Engagement: Call, email, and message potential clients to introduce our SaaS/CRM solutions.
- Qualify Leads: Identify prospect's needs, pain points, and budget before forwarding to the sales team.
- Appointment Scheduling: Book product demos or sales calls for Account Executives / Sales Managers.
- CRM Management: Update and maintain accurate lead records, status, and call notes in the CRM.
- Follow-ups: Re-engage warm leads and maintain consistent communication.
- Collaboration: Work closely with marketing and sales teams to optimize lead generation and conversion.
- Reporting: Share daily/weekly performance reports on calls, qualified leads, and appointments booked.
Requirements
- Experience: 13 years in telesales, pre-sales, appointment setting, or inside sales (SaaS or CRM background preferred).
- Communication: Excellent English speaking and written communication skills.
- Tech-savvy: Comfortable using CRMs (GoHighLevel, HubSpot, Pipedrive, etc.) and automation tools.
- Target-oriented: Proven ability to meet or exceed daily/weekly call and appointment targets.
- Attitude: Self-motivated, persuasive, confident, and persistent.
Nice to Have
- Understanding of marketing automation, sales funnels, or CRM platforms.
- Prior experience in B2B SaaS or software sales.
- Familiarity with LinkedIn outreach, cold emailing, or WhatsApp marketing tools.
What We Offer
- Competitive base salary + attractive performance incentives.
- Opportunity to grow into full-cycle sales or account management roles.
- Exposure to the fast-growing SaaS and automation industry.
- Supportive team, learning environment, and career growth opportunities.
