Conduct outbound calls and respond to inquiries from prospective customers, answer basic questions, identify needs, schedule and confirm appointments, maintain CRM records, follow up with leads, and meet appointment-setting goals. The role requires professional communication, organization, confidence on the phone, and the ability to build positive relationships while working independently.

Enters, updates, verifies, and maintains company records in databases, spreadsheets, and internal systems. Reviews documents for errors, organizes electronic files, processes invoices and forms, protects confidential information, communicates data discrepancies, and completes clerical tasks accurately by established deadlines.