About this role
Paired is a global staffing and recruiting agency that pairs remote work with top-tier talent. We admire the importance of innovative social media strategies and are committed to connecting talented individuals with great companies that need their unique skills. Our mission is to provide great jobs to gifted people, regardless of location.
Role Overview
Our client is a U.S.-based boutique tax advisory firm specializing in helping high-net-worth individuals and business owners legally reduce their tax liabilities. They pride themselves in 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.
This role exists to:
Increase show rate from 67% → 75–80% 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 SystemOwn and execute a structured confirmation workflow:
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 CallEnsure every booked lead receives:
Short credibility or welcome video Case studies or proof assets Clear expectations for the call Calendar invite and acceptance confirmation Prep materials where applicable Objective: Increase intent, readiness, trust, and show probability.
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 ProceduresWhen cancellations or ghosting occur:
Immediate phone outreach Immediate SMS follow-up Supporting DM/email follow-ups Offer fastest next available times Reallocate into nearest closing window Mission: No lead falls through the cracks.
5. No-Show Recovery WorkflowIf a lead no-shows:
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 & AccountabilityProvide clear daily pipeline insights including: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 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: strong proficiency in another CRM with ability to quickly transition 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