November 2024 - February 2025
Appointment Setter & CRM Assistant
Inbound Service Leads
Confirmed and scheduled virtual appointments for business owners with specialists., Facilitated presentations on how the company could help generate more high-quality leads., Assisted with web scraping to identify and target additional businesses in the U.S., Helped organize and update the company’s CRM for better lead management.
August 2024 - November 2024
Appointment Setter (Short-Term Project)
Clifton Creations
Set appointments for lawyers to consult with the CEO regarding their cases., Conducted prospecting through HubSpot, sending emails with detailed information and pricing., Followed up with calls to ensure client engagement and maintain strong relationships with potential clients.
May 2024 - July 2024
Assessment Specialist (Short-Term Project)
Mind Clinic
Conducted inbound and outbound calls to assess patients with chronic pain and mental health conditions., Ran a series of questions to determine patient suitability for at-home ketamine therapy., Sent detailed patient information to the intake specialist for medical review and eligibility assessment., Helped streamline the process for patient evaluation and ensured accurate data transfer.
August 2023 - May 2024
Appointment Setter
Hero Performance Gym
Scheduled in-person consultations for a fitness facility in Houston, TX., Managed CRM updates and followed up with interested customers to ensure attendance., Provided motivation and reminders to clients to encourage them to attend their scheduled consultations.
March 2023 - July 2023
Appointment Setter
Tradewinds Tax Planning
Conducted B2B appointment setting for a financial company in Danvers, MA., Maintained communication with existing clients while booking appointments with potential new clients., Updated and managed CRM to ensure accurate client information and appointment scheduling., Assisted with additional tasks, including inviting current clients to dinner meetings and company events.
November 2021 - February 2023
Appointment Setter | Solar Lead Generation Company
Solar Lead Machine
Scheduled virtual, in-person, and phone appointments for various solar companies across the US., Managed CRM updates, ensuring accurate and up-to-date client information., Qualified potential clients to ensure they were a good fit for solar solutions., Confirmed appointments prior to client meetings with closers, optimizing conversion rates.
February 2018 - August 2021
Telemarketing Agent
Live Marketing Solutions
Conducted cold calls for a marketing company based in Bolivia, reaching out to customers to offer refinancing options., Effectively transferred qualified leads to loan officers, ensuring seamless handoffs., Worked with two prominent US-based banks, The Federal Savings Bank and JFQ Lending, supporting their loan services and customer outreach efforts.
March 2014 - December 2017
Customer Support Representative – US Telecommunications Companies
Keep Calling
Provided inbound technical assistance to customers regarding billing overcharges, account recharges, connection issues, and call-related inquiries., Delivered high-quality customer service, ensuring prompt issue resolution and customer satisfaction., Assisted a diverse customer base, maintaining professionalism and efficiency in a fast-paced environment.
