Appointment Confirmation Specialist for a U.S. Tax Advisory Firm

hace 3 semanas

Mexico City Paired A tiempo completo

Appointment Confirmation Specialist for a U.S. Tax Advisory Firm (LATAM) Base pay range: $18,000.00/yr - $24,000.00/yr Our client is a U.S.-based boutique tax advisory firm that specializes in helping high‑net‑worth individuals and business owners legally reduce their tax liabilities. They pride themselves on delivering a white‑glove client experience—proactive, individualized, and detail‑oriented service that ensures every client feels supported at every stage of their journey. Role Purpose The Appointment Confirmation Specialist is responsible for ensuring every booked call shows up, is prepared, and is reconfirmed using a multi‑touch, personalized, high‑accountability system. The role exists to: Increase show rate from 67% → 75han‑80% Prevent lost leads and no‑shows Maintain closer calendars at full capacity Warm and qualify leads prior to appointments Handle rescheduling with urgency Execute a "Never Lose a Lead Twice" approach Generate consistent $1M+ annual revenue lift purely from show‑rate improvement The role is open to ALL candidates residing in LATIN AMERICA. Your Responsibilities 1. Multi‑Touch Confirmation & Reminder System Immediate post‑booking confirmation Night‑before confirmation Same‑day reminders Personalized messaging in brand voice (concierge, professional, high‑service) Communication via SMS, email, phone calls 2. Lead Warming Prior to Call Short credibility or welcome video Case studies or proof assets Clear expectations for the call Calendar invite and acceptance confirmation Prep materials where applicable 3. Calendar Hygiene & Optimization Prevent double‑bookings and conflicts Eliminate calendar dead zones Ensure closers start each day with optimized capacity Rapid recovery of same‑day cancellations 4. Same‑Day Save Procedures Immediate phone outreach Immediate SMS follow‑up Supporting DM/email follow‑ups Offer fastest next available times Reallocate into nearest closing window 5. No‑Show Recovery Workflow Call within 5 minutes Supportive "jump on now if you can" text Execute 3‑part follow‑up sequence Reschedule within 48 hours Notify setter for coordination Move to high‑priority recovery list 6. Daily Reporting & Accountability Calls booked Calls confirmed Show vs. no‑show metrics Save attempts & success rate Daily show‑rate percentage Next‑day forecast Requirements Proven experience in appointment management, pipeline coordination, retention operations, or high‑accountability client success roles Strong communication skills across SMS, phone, and respondió email Proactive, organized, and highly responsive execution style Ability to manage multiple leads simultaneously without losing oversight Experience using Go High Level / Sales Automator preferred; alternatively comfortable with another CRMీస with ability to transition quickly Comfortable combining automated workflows with personalized human touches Highly reliable, disciplined, and performance‑driven Strong English proficiency (spoken and written) Stable internet connection and remote‑ready work setup Availability to work 9:00 AM – 5:00 PM Pacific Time Seniority level Mid‑Senior level Employment type Full‑time Job function Accounting / Auditing and Finance #J-18808-Ljbffr

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