CALL CENTER APPOINTMENT SETTER
Crown Merchant Funding
Company Description Crown Merchant Funding helps Canadian business owners access fast, flexible working capital to support business growth. The company focuses on short-term business funding solutions that can assist with scaling, managing cash flow, and handling unexpected expenses. Offerings include approvals within 24 hours, no collateral requirements, flexible repayment plans, and personalized support. Crown Merchant Funding serves businesses across Canada and is committed to allowing business owners to concentrate on operations while it manages their financing needs.
The Appointment Setter is a full-time, on-site role based in the Greater Toronto Area, Canada. This role is responsible for contacting prospective and existing business clients by phone, email, and other channels to introduce Crown Merchant Funding’s services and schedule qualified appointments for the sales team. Day-to-day tasks include managing call lists, performing basic lead qualification, updating appointment and contact details in CRM systems, and following up with leads to confirm meeting times. The Appointment Setter collaborates closely with sales and customer service teams to ensure a smooth handoff of prospects and maintains a professional, service-oriented approach in all interactions. The role also involves achieving daily and weekly outreach and appointment-setting targets while adhering to company policies and compliance guidelines.
Excellent Communication and Customer Service skills, with a professional phone manner and the ability to build rapport quickly.
Comfort with on-site work in the Greater Toronto Area and collaboration with sales and operations teams.
Proficiency with CRM or contact management software and basic computer skills (email, spreadsheets, online research).
Strong attention to detail, reliability in follow-up, and ability to meet outreach and appointment targets.
Previous experience in call center, telemarketing, or inside sales environments is an asset.
High school diploma or equivalent; post‑secondary education in business or a related field is an advantage.
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