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Client Support & Scheduling Specialist

šŸ‡ØšŸ‡· Costa Rica

CRM

Management

HubSpot

Customer Support

Client Support & Scheduling Specialist

from šŸ‡ØšŸ‡· Costa Rica

šŸ“ž Client Support & Scheduling Specialist

Full-Time Remote | U.S. Business Hours

šŸš€ About the Role

We’re hiring a highly organized and phone-confidentClient Support & Scheduling Specialist to support day-to-day operations, manage inbound leads, and keep the scheduling pipeline running smoothly.

This is not a passive admin role.

You’ll be one of the first points of contact for potential clients — responsible for:

  • Responding quickly to inquiries
  • Following up consistently
  • Qualifying leads
  • Turning conversations into booked appointments

This role is ideal for someone who thrives in:

  • Client-facing communication
  • Appointment setting
  • Operational coordination
  • Fast-paced service environments

If you’re proactive, detail-oriented, and confident on the phone, this role is a strong fit.

šŸ”„ What You’ll Own

Phone & Lead Management

  • Handle inbound and outbound calls professionally and confidently
  • Respond quickly to new leads and inquiries
  • Follow up consistently to maximize appointment conversions
  • Qualify leads based on company criteria
  • Guide prospects through the scheduling process
  • Maintain strong communication throughout the client journey

Appointment Setting & Calendar Coordination

  • Schedule appointments between prospects and internal teams
  • Manage calendars and avoid scheduling conflicts
  • Send reminders and confirmations before appointments
  • Handle cancellations and rescheduling efficiently
  • Ensure no qualified opportunity slips through the pipeline

CRM Management & Pipeline Tracking

  • Maintain accurate lead records inside the CRM
  • Log:
    • Calls
    • Notes
    • Appointment updates
    • Follow-ups
  • Keep pipeline stages organized and updated
  • Ensure strong documentation discipline and clean workflows

Administrative & Operational Support

  • Support day-to-day administrative coordination
  • Manage email follow-ups and operational communication
  • Maintain organized digital records and systems
  • Assist leadership and internal teams with operational needs as required

šŸ’» What We’re Looking For

Required Experience & Skills

  • Based in Latin America
  • Fluent, professional English with a neutral or clear accent
  • Strong and confident phone communication skills
  • Experience in:
    • Appointment setting
    • Customer service
    • Scheduling
    • Client support
    • Administrative coordination
  • Experience using CRM systems
  • Strong organization and multitasking abilities
  • Comfortable working U.S. business hours
  • Ability to work independently with minimal supervision

⭐ Nice-to-Have Experience

  • Experience in:
    • HVAC
    • Roofing
    • Landscaping
    • Contractor services
    • Home services industries
  • Familiarity with:
    • Google Calendar
    • Calendly
    • HubSpot
  • Experience supporting U.S.-based clients or businesses

🧠 What Makes You a Strong Fit

  • You are confident and professional on the phone
  • You respond quickly and follow through consistently
  • You are highly organized and detail-oriented
  • You enjoy helping people and guiding conversations
  • You stay calm managing multiple priorities
  • You proactively solve problems instead of waiting for direction

šŸ“… What a Typical Day Looks Like

  • Respond to inbound calls and lead inquiries
  • Follow up with prospects and schedule appointments
  • Update CRM records and pipeline activity
  • Coordinate calendars and confirmations
  • Send reminders and manage reschedules
  • Support operational and administrative workflows
  • Communicate with internal team members to keep schedules organized

In short:
You keep the pipeline moving by ensuring leads are contacted quickly, appointments are booked efficiently, and operations remain organized and responsive.

šŸ“Š Key Metrics for Success (KPIs)

  • Number of qualified appointments booked
  • Lead response time
  • Appointment show rate
  • CRM accuracy and activity tracking
  • Pipeline movement and scheduling efficiency
  • Client responsiveness and communication quality

🌟 Why This Role Stands Out

  • High-impact client-facing role
  • Strong ownership over scheduling and lead coordination
  • Opportunity to work directly with U.S.-based clients and teams
  • Fast-paced environment with clear growth opportunities
  • Remote flexibility with structured operational systems
  • Direct impact on company revenue and pipeline performance

🧪 Interview Process

  • Application Review
  • Initial Screening
  • Role-Specific Interview
  • Final Interview

šŸ‘‰ Apply Now

If you:

  • Are confident communicating on the phone
  • Enjoy scheduling and operational coordination
  • Can manage leads and appointments efficiently
  • Thrive in fast-moving environments

This role is a strong fit for professionals who enjoy client communication, operational execution, and keeping high-volume scheduling pipelines organized and moving smoothly.

by @maxrusakovic