Appointment Setter and Sales Pipeline Coordinator

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TYPE OF WORK

Any

SALARY

$5/hr

HOURS PER WEEK

20

DATE UPDATED

Sep 4, 2026

JOB OVERVIEW

Company: MAXCREDIT
Location: Remote
Schedule: 20 hours per week, Monday through Friday
Pay: $4 to $5 per hour, based on experience
Initial Engagement: Two-week paid trial

About MAXCREDIT

MAXCREDIT helps entrepreneurs improve their credit profiles and access business funding. We are looking for a reliable, proactive Appointment Setter and Sales Pipeline Coordinator to manage incoming conversations, conduct daily outreach, follow up with leads, and ensure opportunities never fall through the cracks.

This is not a passive assistant position. You will be responsible for keeping our sales pipeline organized and moving prospects toward qualified appointments.

Primary Responsibilities

Inbox Management

* Monitor and respond to messages inside GoHighLevel and other assigned platforms
* Respond to new leads promptly during scheduled working hours
* Answer basic questions using approved scripts and company resources
* Identify qualified prospects and move conversations toward booking a call
* Escalate sensitive, complicated, or high-value conversations to the CEO
* Maintain a professional, friendly, and natural conversational tone

Appointment Setting

* Qualify prospects based on MAXCREDIT’s established criteria
* Book qualified prospects on the company calendar
* Confirm appointments and follow up with prospects before their calls
* Reschedule canceled or missed appointments
* Notify the CEO of upcoming appointments and important scheduling changes
* Track booked calls, confirmations, attendance, and no-shows

Outreach and Follow-Up

* Complete a minimum of 20 targeted outbound contacts per working day
* Re-engage old leads already inside GoHighLevel
* Follow up consistently with prospects who have not responded
* Continue follow-up until the prospect books, declines, or is determined to be unqualified
* Personalize messages instead of sending robotic or irrelevant responses

Pipeline Management

* Keep every active opportunity in the correct GoHighLevel pipeline stage
* Record clear notes after meaningful conversations
* Assign a next action and follow-up date to every active lead
* Prevent leads and follow-ups from being forgotten
* Identify urgent conversations requiring the CEO’s attention
* Maintain accurate contact information and conversation records

Daily Performance Expectations

The person in this role will be measured on:

* New-message response time during assigned hours
* Number of targeted outbound contacts completed
* Number of conversations started
* Number of follow-ups completed
* Number of qualified appointments booked
* Appointment confirmation and attendance rates
* Accuracy of GoHighLevel records
* Number of overdue follow-ups
* Quality and professionalism of written communication

The goal is to maintain zero overdue follow-ups at the end of each shift.

Required End-of-Shift Report

At the end of every shift, you will submit:

* New leads received
* Outbound contacts completed
* Conversations started
* Follow-ups completed
* Qualified calls booked
* Appointments confirmed
* Urgent items requiring the CEO’s attention
* Appointments scheduled for the following day

Required Qualifications

* Strong written and spoken English
* Experience with appointment setting, lead follow-up, customer service, or sales
* Experience using GoHighLevel or a similar CRM
* Ability to follow scripts while still sounding natural
* Strong attention to detail and organization
* Reliable internet connection and dependable computer
* Ability to work independently without waiting for constant instructions
* Comfortable being measured against daily performance goals
* Willingness to ask questions and escalate matters instead of guessing
* Ability to handle confidential customer information professionally

Preferred Qualifications

* Experience with credit repair, business funding, financial services, or professional services
* Experience managing Instagram, Facebook, SMS, and CRM conversations
* Previous success booking qualified sales appointments
* Experience re-engaging old or unresponsive leads

Important Boundaries

You may only provide information approved by MAXCREDIT. You may not:

* Guarantee funding amounts or credit results
* Give financial, credit, or legal advice
* Negotiate prices without authorization
* Make promises that have not been approved
* Share customer information outside authorized company systems

Who Will Succeed in This Position

The right person is proactive, organized, responsive, and comfortable taking ownership. You notice when a lead has not received a response, when an appointment needs confirmation, and when a conversation requires escalation.

If you need to be reminded repeatedly to complete follow-ups or update the CRM, this position is not a good fit.

How to Apply

Please submit:

1. A brief introduction explaining your appointment-setting or CRM experience
2. A short video or voice recording introducing yourself
3. A description of your experience using GoHighLevel or similar software
4. Your available working hours in Eastern Time
5. Your requested hourly rate
6. Your internet speed and backup plan for outages

Please also answer this scenario:

“A prospect asks, ‘How much does your service cost?’ You need to continue the conversation, determine whether the person may be qualified, and move them toward booking a call. Write the exact response you would send.”

Applications that do not include all requested information will not be considered.

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