Location: Irvine, CA
Employment Type: Full-Time | In-Office
Compensation: $19.00–$21.00 per hour
Position: Appointment Setter | Billing Coordinator
ABOUT ALLEVIATE TAX
Alleviate Tax is a rapidly growing tax resolution and preparation firm with a mission to change the way people experience tax resolution.
Our culture is built on collaboration, accountability, and genuinely caring about our clients and our team. We are proud to have been recognized as a finalist for the Better Business Bureau Torch Awards for Ethics in 2022 and 2023, an award that recognizes organizations demonstrating strong ethical leadership, integrity, and trust. We were also recognized as a Top Workplace in Orange County.
THE OPPORTUNITY
We are looking for a motivated, energetic, and results-driven Appointment Setter to join our Resolution team in Irvine.
As an Appointment Setter, you will be responsible for connecting with prospective clients, identifying their needs, qualifying potential opportunities, and scheduling appointments with our sales team. This is a high-energy, phone-focused position that requires confidence, persistence, strong communication skills, and the ability to build rapport quickly.
The ideal candidate is competitive, coachable, resilient, and motivated by achieving goals. If you enjoy speaking with people, thrive in a fast-paced environment, and are looking for an opportunity to grow within a rapidly expanding company, we want to hear from you.
KEY RESPONSIBILITIES
- Make high-volume outbound calls to prospective clients and generate new business opportunities.
- Engage prospects in meaningful conversations to understand their needs and determine whether our services may be a good fit.
- Clearly communicate company services and value propositions to prospective clients.
- Qualify prospects based on established criteria and client needs.
- Schedule qualified appointments for members of the sales team.
- Follow up with prospects through phone and email to maximize appointment opportunities.
- Maintain accurate and up-to-date records of prospect interactions, notes, and appointment activity.
- Provide a professional, courteous, and positive experience during every client interaction.
- Meet or exceed established daily and monthly activity and appointment-setting goals.
- Handle objections and rejection professionally while maintaining a positive and persistent attitude.
- Collaborate closely with the Sales Director and sales team to ensure a smooth transition from appointment setting to the sales process.
- Stay knowledgeable about Alleviate Tax's services, processes, and client solutions.
- Participate in coaching, training, and performance development sessions.
- Take direction and implement feedback quickly and effectively.
QUALIFICATIONS & SKILLS
- Previous experience in appointment setting, outbound calling, sales, telemarketing, customer service, or a related role is preferred.
- Excellent verbal and written communication skills.
- Confident and engaging phone presence.
- Strong ability to build rapport and establish trust quickly.
- Persuasive communication and negotiation skills.
- Comfortable making a high volume of outbound calls.
- Resilient and able to handle rejection without losing motivation.
- Strong interpersonal skills and the ability to communicate with a variety of personalities.
- Highly coachable and willing to learn new sales techniques and processes.
- Self-motivated, competitive, and goal-oriented.
- Ability to work efficiently in a fast-paced, performance-driven environment.
- Strong organizational and time-management skills.
- Basic computer literacy and ability to accurately complete data entry.
- Professional, dependable, and courteous demeanor.
- Ability to multitask while maintaining attention to detail.
WHAT WE OFFER
- Competitive hourly compensation of $19.00–$21.00 per hour.
- Medical, Dental, and Vision insurance available after 60 days of employment.
- PTO and Holiday Pay.
- Growth and advancement opportunities.
- Training and ongoing coaching.
- Collaborative, energetic, and team-oriented work environment.
- Beautiful office location in the heart of Orange County.
- Opportunity to build a career with a rapidly growing company.
- The opportunity to make a meaningful impact by connecting individuals with solutions for their tax challenges.
WHO WE'RE LOOKING FOR
We are looking for someone who is:
- EASILY COACHABLE AND TRAINABLE.
- Confident and comfortable speaking on the phone.
- Motivated by goals and performance.
- Persistent and resilient.
- Positive and professional.
- Comfortable working in a fast-paced environment.
- A strong team player who takes initiative.
- Ready to learn, grow, and build a career with Alleviate Tax.
HOW TO APPLY
We are urgently hiring!
To be considered for this opportunity, please email your resume directly to us at [email protected]
Equal Employment Opportunity
Alleviate Tax is an equal employment opportunity employer. We consider qualified applicants without regard to age, ancestry, color, disability, family and medical leave status, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race