About this role
Position Summary We are looking for a highly communicative Warm Lead Scheduler / Appointment Setter to support a merchant services campaign. This person will contact existing store owners or POS customers, explain the purpose of the call at a basic level, qualify interest or readiness, and perform warm transfers to US-based Merchant Specialists. This is a customer-facing role that requires excellent English (C1+), confidence on the phone, strong personality, and the ability to keep conversations organized, professional, and friendly. Key Objectives Contact warm leads from a list of current store owners or POS customers. Schedule or warm-transfer qualified conversations to US Merchant Specialists. Support the transition or adoption of the new service provider. Serve as the first line of defense for basic customer questions. Track call outcomes accurately in the CRM. Key Responsibilities Call assigned store owners/customers from provided lead lists. Handle basic first-line questions using approved scripts and FAQs. Identify whether the customer is ready to speak with a Merchant Specialist. Warm-transfer qualified customers to US-based Merchant Specialists. Schedule follow-up calls when a live transfer is not possible. Accurately document call outcomes, objections, transfer results, and follow-up needs in the CRM. Participate in weekly tracking and performance reviews. Escalate recurring questions, objections, or customer confusion to the campaign lead.