Sales Appointment Setter

ROLE SUMMARY ABOUT THE COMPANY Rios Center for Plastic Surgery is a premier cosmetic surgery practice based in Edinburg and McAllen, Texas. Founded by Dr. Luis M. Rios, Jr., a double board-certified plastic surgeon and past president of the Texas Society of Plastic Surgeons, the center is known for delivering high standards of patient care in a state-of-the-art, accredited surgical facility. The practice offers a comprehensive range of surgical and non-surgical aesthetic services and serves as a training site for aesthetic surgery fellows and residents. Rios Center for Plastic Surgery is deeply committed to patient education, community ties, and maintaining a high-energy, respectful culture that prioritizes excellence and patient satisfaction. ABOUT THE ROLE The Appointment Setter plays a key role in ensuring potential and existing patients receive timely, consistent, and high-quality communication throughout their journey with the clinic. This role supports the practice by engaging new leads quickly, pre-qualifying patients, confirming consultations, and maintaining strong follow-up practices that directly improve booking rates and overall clinic growth. The Appointment Setter is a core contributor to creating a seamless, patient-centered experience while helping keep the clinic’s schedule full and running efficiently. This position is perfect for someone who: ✅ Enjoys speaking with people and can build rapport quickly over the phone. ✅ Thrives in fast-paced environments with daily lead activity. ✅ Is comfortable with structured follow-up, clear scripts, and goal-based outreach. ✅ Is motivated by results, booking targets, and driving conversion. ROLE RESPONSIBILITIES PATIENT AND LEAD ENGAGEMENT Responding quickly to new inbound leads from CRM systems, social media platforms, website forms, and phone inquiries. Pre-qualifying leads using clinic criteria (eligibility questions, medical considerations, readiness, expectations). Conducting outbound calls, texts, and follow-ups based on patient communication preferences. APPOINTMENT & SCHEDULE MANAGEMENT Confirming appointments ahead of time and providing all required information (arrival instructions, parking, forms, preparation guidelines). Rescheduling cancellations or no-shows promptly to reduce lost opportunities. Ensuring complete and accurate documentation of all interactions within Symplast and clinic systems. PATIENT FOLLOW-UP Reaching out within 48–72 hours after consultations to answer questions, support decision-making, and encourage booking. Supporting pricing or financing conversations and directing patients toward next steps. Conducting follow-up calls with post-treatment or post-surgery patients to maintain strong relationships. LEAD CONVERSION & PROCESS SUPPORT Maintaining consistent outreach cadences to ensure all leads are contacted and engaged. Tracking calling activity, lead status, and follow-up pipelines to prevent missed opportunities. Collaborating with consultants and clinic leadership to support improvements in scripts, objection handling, and sales processes. DATA, REPORTING & CRM HYGIENE Updating CRM notes clearly, accurately, and consistently. Tracking outreach metrics, booked consults, conversation outcomes, and follow-up status. Supporting the development of scripts, QA checklists, and best practices as the lead management process evolves. Although the responsibilities outlined above will form the core focus of your role, please note that your hiring manager may assign additional relevant tasks as needed to align with the evolving objectives of your position and the overall goals of our business. ROLE QUALIFICATIONS REQUIRED QUALIFICATIONS Experience in sales appointment setting, outbound sales, community management, etc. Proven ability to handle outbound and inbound calls with professionalism and patient-oriented communication. Has an excellent customer service oriented tone of voice, and is able to work around customer experience branding guidelines. Strong organizational skills to manage follow-up cadences, lead pipelines, and CRM documentation. Comfortable working toward conversion metrics, booking goals, and performance KPIs. Ability to adapt to scripts and follow structured communication frameworks. Proficient in Google GSuite (Docs, Sheets, Slides), Microsoft Office (Word, Excel, PowerPoint) and experienced with digital file organization. Excellent English verbal and written language proficiency (C1–C2 in CEFR Scale). Access to a quiet work area at home with reliable internet (50 Mbps or more) NICE-TO-HAVE" QUALIFICATIONS Experience in medical, aesthetics, wellness, or high-ticket service industries. Familiarity with CRM systems such as Symplast, Zoho, or appointment-based sales tools. Experience conducting patient pre-qualification calls or following structured eligibility questionnaires. Comfort with scripts, objection handling, and nurturing leads over time. Prior experience supporting sales representatives, consultants, or clinical coordinators. ROLE SPECIFICATIONS Role type: Full-time Location: Guatemala (Remote - Work from home). Schedule: Monday 5:00 PM - 9:00 PM Mountain Time (Short day) Monday 7:00 AM Leadership Meeting attendance required Tuesday to Saturday: 1:00 PM - 9:00 PM Subject to daylight saving Base Salary: Q8,000 base salary + $5 per successful appointment A successful appointment is a booked appointment that shows up to the consultation. This is the current commission plan, and if it changes in the future, it will always be structured to benefit both the rep and the business. RECRUITING PROCESS Application / Screening: When you apply for this position, we will ask you a short questionnaire to get to know you a little bit better and ask you for some additional inputs to see if you qualify for the position. In addition, we will ask you to complete a short psychometric evaluation and a short English proficiency assessment. The idea is to explore if this is a good fit before moving forward. Skills Assessment: You will be asked to complete a few exercises and/or projects designed to recreate the work tasks that you will be responsible for if you are given the role. This helps us gauge your skill level as well as give you a better idea of the required work. Skills Assessment Interview: This is a 60 min - 90 min conversation where we further test your skills, learn about your previous working experiences, and evaluate culture fit to the role and company. Hiring Manager Final Interview: This is a 30 min - 60 min conversation with the position’s Hiring Manager (and potentially a few company team members) to get to know you better and to set the expectations and vision for the role. The entire process usually takes anywhere between 2-4 weeks to complete depending on the seniority of the position. CONTACT US If you have any questions or run into any complications while submitting your application, please reach out to: [email protected] +502 4466 9652