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Appointment Setter (Remote)
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Role Summary
The Appointment Setter at Collections Cloud is responsible for identifying and engaging business prospects to build a high-quality sales pipeline. This role exists to connect businesses struggling with late payments to our recovery platform, with success measured by the volume of qualified demos booked and their eventual conversion into customers. This is a Full-time, Remote (UK-based) position at a Mid-Level, requiring a blend of proactive outreach and relationship-building skills.
Work Setup & Collaboration
- Fully Remote: Requires high levels of self-motivation and the ability to manage a daily schedule independently from a home office.
- Performance-Driven: Operates within a high-growth environment where compensation is tied to qualified outcomes (demos booked and sales converted).
- Direct Collaboration: Works closely with Sales Closers to ensure a seamless handoff of prospects and alignment on lead quality.
- Process-Oriented: Follows structured outreach workflows while maintaining the integrity and compliance standards required in the financial services and debt recovery sector.
What You'll Do
- Execute outbound prospecting strategies via phone, email, and social channels to identify key decision-makers.
- Qualify leads by assessing their current credit control pain points and alignment with the Collections Cloud platform.
- Schedule and coordinate demos for the Sales Closers, ensuring all prospect data is accurately captured in the CRM.
- Build rapport with business owners and finance directors through consultative communication rather than aggressive scripts.
- Manage a personal pipeline of leads, ensuring consistent follow-up and movement through the early stages of the sales funnel.
- Collaborate with the sales team during weekly meetings to share feedback on lead quality and market objections.
- Participate in ongoing training sessions to sharpen product knowledge and sales psychology techniques.
- Maintain CRM hygiene by documenting every interaction and updating prospect statuses in real-time.
- Own your daily activity metrics, adjusting outreach volume and tactics to meet or exceed monthly demo targets.
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Success Indicators
- Book a minimum of X qualified demos per week (target to be finalized during onboarding).
- Achieve a conversion rate of at least X% from "demo booked" to "demo attended."
- Maintain high lead quality, evidenced by a strong "demo-to-close" ratio for the Sales Closers.
- Ensure 100% CRM accuracy for all prospective accounts and contact records.
Required Qualifications
- 2+ years of experience in a customer-facing role (Sales, Account Management, or Business Development).
- Exceptional verbal and written communication skills with the ability to build trust quickly over the phone.
- Proven resilience and persistence, with a track record of meeting targets in a fast-paced environment.
- High coachability and a genuine desire to implement feedback and grow within a scaling business.
- Strong organizational skills to manage a high volume of leads without losing track of follow-ups.
- Tech-savviness and the ability to quickly learn CRM tools and remote collaboration platforms.
- Professionalism and integrity, essential for representing a brand in the sensitive finance and collections industry.
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Nice to Have
- Previous experience in B2B SaaS or Professional Services sales.
- Foundational knowledge of credit control, finance, or collections processes.
- Experience working in a fully remote sales team using async communication tools.
- Familiarity with LinkedIn Sales Navigator or similar prospecting tools.
About The Team/Environment
Collections Cloud is a high-velocity, growth-oriented team dedicated to helping businesses recover revenue faster. We value authenticity and relationship-building over rigid scripts, maintaining a supportive environment where feedback is constant and performance is rewarded. Our process is maturing rapidly, and we prioritize quality and professional ethics in every prospect interaction.
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