Sales Support Associate / Appointment Setter Job at Outsource Plug, Cupertino, CA

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  • Outsource Plug
  • Cupertino, CA

Job Description

How to Apply:

If you’re interested in this opportunity, please fill out the application form .

Job Overview:

We are seeking a highly organized and proactive Sales Support Specialist / Appointment Setter to join our team. The ideal candidate will have a strong sales background and experience in appointment setting, enabling them to effectively engage with clients, send follow-up communications, manage upsell opportunities and maintain client satisfaction. You will play a key role in facilitating smooth communication between the sales team and our clients, assisting with both daily outreach and after-sales care.

Key Responsibilities:

  • Send 10-20 Client Success/Follow-Up Emails daily using provided email scripts, ensuring timely communication with clients.
  • Monitor and track emails and outreach efforts within the sales board on Monday.com.
  • Review upcoming orders and prospect upsells, aiming to send 5-10 upsell texts/emails daily and 20-40 weekly .
  • Conduct 5-10 DMs on social media platforms and outreach via phone or email to new clients daily.
  • Ensure all sales emails and text messages are responded to within 15 minutes of receiving replies.
  • Conduct client care calls and send after-sales follow-up emails or SMS, including requesting satisfaction surveys.
  • Send upsell messages to potential clients and follow up with clients requiring ongoing communication.
  • Set a monthly goal of achieving 5-10 upsells and monitor successful upsells using tracking tools.
  • Reach out to clients via email/SMS for potential partnership offers.
  • Encourage virtual staging and other services through daily outreach efforts.
  • Utilize tools such as Rela, Monday, Zapier, and OpenPhone to streamline processes and improve efficiency.

Skills and Experience Required:

  • Proven experience in sales support, appointment setting, or client success roles.
  • Strong sales background with a track record of effectively closing deals.
  • Excellent communication skills, both written and verbal, with the ability to respond to clients quickly and effectively.
  • Familiarity with tools like Monday.com, OpenPhone, Zapier , and social media platforms like Instagram .
  • Exceptional organizational skills and attention to detail to track and manage multiple client interactions.
  • Ability to work independently and manage time effectively in a remote environment.
  • Proactive mindset with a focus on increasing client satisfaction and fostering long-term client relationships.
  • High energy and enthusiasm with a proactive approach to upselling and client engagement.
  • Familiarity with CRM systems is a plus.

Other Qualifications:

  • Experience in real estate, media, or a related industry is a plus.
  • Familiarity with virtual staging or real estate marketing services.

Values We Look For:

  • Initiative & Proactivity: We value team members who take action without waiting for direction, anticipate needs or problems, and consistently look for ways to contribute to both client and company success.
  • Adaptability & Resourcefulness: Our ideal candidate thrives in fast-paced, changing environments and finds creative solutions to challenges with the resources available.
  • Growth Mindset: We seek individuals who are eager to learn, improve, and continuously develop, viewing feedback and setbacks as opportunities for growth.
  • Integrity & Accountability: We prioritize people who always do the right thing, take ownership of their work, and hold themselves accountable for delivering results.
  • Team-Oriented: Success at Outsource Plug is a collective effort. We value those who collaborate well with others and understand that individual success is tied to the success of the team.

What We Offer:

  • Opportunity to work with a growing, innovative team in the real estate media space.
  • Professional growth through hands-on experience and continuous learning opportunities.

Job Tags

Full time, Part time,

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