CRM Coordinator & Appointment Setter

San Pedro Sula, Cortés, Honduras

Full Time

Mid Level

Job Title: CRM Coordinator & Appointment Setter
Location: San Pedro Sula / On-site
Employment Type: Full-Time

Position Overview

We are seeking a highly organized, detail-oriented CRM Coordinator & Appointment Setter to support our growing inbound lead generation efforts. The primary focus of this role is to manage our CRM, coordinate appointments, provide estimates based on pricing guidelines, and ensure smooth handoff to the sales closer. This is a crucial support role responsible for the efficient administrative handling of roughly 10+ new inbound leads per day.

Key Responsibilities

CRM Management
- Monitor and manage the CRM daily to ensure all inbound leads are properly entered, updated, and categorized.
- Track each lead from initial contact through post-sale follow-up.
- Maintain accurate records of customer interactions, job details, and appointment outcomes.
Appointment Setting
- Respond promptly to new inbound leads via phone, text, and email.
- Qualify leads and schedule onsite or virtual assessments with the sales closer or field team.
- Follow up on unresponsive leads and reschedule missed appointments as needed.
Estimate Preparation
- Use provided pricing guidelines to prepare rough estimates for basic tree removal/trimming services.
- Communicate clearly to customers that final pricing and sales will be handled by a separate sales representative.
Customer Communication
- Serve as the first point of contact for potential customers.
- Provide friendly, professional, and informative communication across channels (call, text, email).
- Confirm scheduled appointments and send reminders when appropriate.
Administrative Coordination
- Assist in post-sale coordination including scheduling services, tagging completed jobs, and archiving records.
- Alert operations and sales team of any special notes, requests, or follow-ups needed.

Qualifications

Proven experience with CRM systems (e.g., Jobber, HubSpot, Zoho, or similar).
Strong communication skills English and Spanish – both written and verbal.
Prior experience in appointment setting or administrative coordination (tree services, home services, or similar industries preferred).
Comfortable handling 10+ inbound leads daily and multitasking in a fast-paced environment.
Tech-savvy and able to learn new systems quickly.
Excellent time management and attention to detail.
Reliable home internet and phone setup for remote work.

Preferred Skills

Familiarity with tree removal/trimming services, terminology, or home improvement sectors.
Experience working with Facebook Ads or Messenger responses.

Note: This description indicates, in general terms, the type and level of work performed and responsibilities held by the team member(s). Duties described are not to be interpreted as being all-inclusive or specific to any individual team member.

No Third Party Agencies or Submissions Will Be Accepted.

Our company is committed to creating a diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. DFWP

Opportunities posted here do not create any implied or express employment contract between you and our company / our clients and can be changed at our discretion and / or the discretion of our clients. Any and all information may change without notice. We reserve the right to solely determine applicant suitability. By your submission you agree to all terms herein.

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Have you previously worked in a role where you were responsible for scheduling and coordinating appointments?*

Have you worked in a setting where you had to manage client information or maintain spreadsheets for tracking tasks?*

Do you have experience communicating with clients via phone, email, and text for appointment-related matters?*

Can you describe a time when you successfully managed multiple tasks or appointments in a busy environment?*

How do you ensure accuracy and attention to detail when handling administrative tasks or client communications?*

This is an On-Site position. Are you able to work in our office at Edificio Nuevos Horizontes, San Pedro Sula?*

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