Sales & CRM Administrative Assistant / Appointment Setter

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: TYPE OF WORK

Full Time

: SALARY

$900-$1100 per month ($6 per hour)

: HOURS PER WEEK

40

: DATE UPDATED

Aug 12, 2026

JOB OVERVIEW

Remote | Full-Time | U.S. Eastern Time Hours

We are looking for a highly organized, dependable, and fluent English-speaking Virtual Assistant to help manage leads and appointment scheduling for a growing Florida roofing sales operation.

This is not a basic data-entry position. You will be responsible for helping manage our incoming lead flow, maintaining our CRM, following up with homeowners, scheduling appointments, and tracking the performance of multiple marketing campaigns.

The ideal candidate has experience with U.S. customer service, appointment setting, CRM management, and executive or sales administration.

Primary Responsibilities
Lead Response & Appointment Setting
Monitor new inbound roofing leads throughout the workday.
Call new inbound leads within 1–2 minutes whenever possible.
Speak professionally with homeowners, determine basic qualification, and schedule roof-inspection appointments.
Schedule appointments directly into our Google Calendar.
Confirm upcoming appointments and reschedule cancellations or no-shows.
Continue following up with homeowners who do not initially answer.
Answer incoming calls generated from our marketing campaigns.
Maintain professional, friendly communication with U.S. homeowners.
GoHighLevel CRM Management
Maintain and organize all leads inside GoHighLevel.
Keep every lead in the correct pipeline stage.
Record call attempts, conversations, notes, appointment dates, and next actions.
Make sure no lead is forgotten or left without a follow-up task.
Track leads from initial inquiry through appointment, inspection, signed contract, built project, and completed job.
Keep lead-source information accurate so marketing performance can be measured.
HomeKnight Lead Management
Monitor HomeKnight leads as they enter GoHighLevel.
Contact new leads immediately.
Track contact attempts and homeowner responses.
Identify invalid, duplicate, incorrect, or otherwise disputable leads.
Maintain a daily report of leads that may qualify for vendor disputes/credits.
Continue following up with valid leads that have not responded.
Track HomeKnight leads through appointments, inspections, signed contracts, and completed projects.
Help calculate lead-source performance and acquisition cost.
Direct-Mail Campaign Management
Help organize and track targeted direct-mail campaigns inside GoHighLevel.
Import or organize homeowner contact lists.
Assign the correct campaign/source to each contact.
Track mailing batches and campaign dates.
Receive and respond to incoming calls generated by direct-mail campaigns.
Make outbound calls to selected homeowners receiving our direct mail.
Track calls, appointments, inspections, contracts, and completed roofs by mailing campaign.
Help determine which neighborhoods and mailing lists are producing the strongest results.
Calendar & Administrative Management
Maintain an organized Google Calendar for roofing inspections and appointments.
Confirm homeowner name, phone number, property address, and appointment time.
Whenever possible, schedule appointments geographically to reduce unnecessary drive time.
Maintain follow-up reminders and important sales tasks.
Help keep daily operations organized so the salesperson can focus primarily on inspections and closing business.
Daily Reporting

At the end of each workday, provide a concise report showing:

New leads received
Leads contacted
Leads that answered
Appointments scheduled
Upcoming appointments confirmed
Leads requiring additional follow-up
HomeKnight leads that should be disputed
Direct-mail responses
Important CRM issues
Any items requiring management attention
Requirements

Applicants should have:

Excellent spoken English
Excellent written English
Clear and professional phone communication
Previous U.S. customer-service or appointment-setting experience
Strong organizational and administrative skills
CRM experience
Google Calendar / Google Workspace experience
Strong attention to detail
Reliable internet connection
Backup internet option
Quiet professional work environment

SKILL REQUIREMENT

CRM English Speaking Appointment Setting

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Sales & CRM Administrative Assistant / Appointment Setter

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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