Client Appointment Specialist
Listed on 2025-12-03
-
Sales
Sales Development Rep/SDR, Appointment Setter/ Scheduler
Are you feeling micromanaged
, underappreciated, or stuck in a job with capped income and no future
?
Do you know you’re capable of more — but your current environment isn’t giving you the opportunity to prove it?
Riverview Decks is looking for motivated, detail-driven individuals who want to be part of a high-performing team with real earning potential
, a family-friendly culture
, and leadership that actually invests in your growth.
If you’re tired of:
- Being treated like a number
- Managers who hover instead of supporting
- Companies that limit your income
- Environments with no energy, no vision, and no room to advance
…and you’re ready for:
- A winning team with high standards
- A role where your performance matters and gets rewarded
- Leadership that empowers instead of micromanages
- A workplace built on respect, integrity, and family values
- A compensation model with substantial earning potential
- A culture where people show up excited to work
…then you might be exactly who we’re looking for.
The Role:Client Appointment Specialist
You’ll be the first point of contact for homeowners, helping them schedule consultations, confirm project details, and guide them into our system with clarity and professionalism. You’ll work inside a supportive, fast-paced environment that rewards accuracy, hustle, and a positive attitude.
No sales experience required — just the desire to win and grow.
Why Riverview Decks?- A leadership team that actually cares
- A positive, family-centered culture
- Competitive base pay + bonus structure
- A clear path to grow your income
- A stable industry with year-round work
- A team that values you personally and professionally
If you’re done settling for mediocre and ready to join a team that’s going somewhere, we want to talk to you.
Responsibilities Lead Intake & Client Communication- Answer inbound calls, texts, and web inquiries with speed, professionalism, and accuracy.
- Respond to all new leads within 5 minutes (speed-to-lead standard).
- Use Riverview’s intake script to gather homeowner details, property information, and project goals.
- Confirm homeowner email, address, phone number, and availability.
- Communicate clearly with homeowners about next steps and what to expect.
- Score every lead using Riverview’s 5-Factor Lead Scoring System
. - Classify leads into the correct tier (Information Gathering → Ready Yesterday).
- Confirm whether all decision makers will be present at the appointment using Riverview’s non-confrontational script.
- Request photos or supporting details when needed.
- Book appointments using Riverview’s same-day/next-day priority system.
- Ensure appointments fall within established time windows and calendar rules.
- Confirm appointments with homeowners by call and text.
- Assign the correct Deck Consultant based on lead score and territory.
- Verify address accuracy and driving logistics between appointments.
- Prevent double-bookings and routing conflicts.
- Review all appointments scheduled by the AI Booking Agent.
- Correct or update any inaccurate information supplied by AI.
- Validate the homeowner’s info, score the lead (if missing), and confirm the consultant assignment.
- Contact the homeowner to confirm appointment details.
- Keep CRM clean, organized, and fully up-to-date at all times.
- Enter call notes, homeowner details, decision-maker info, and lead scores.
- Maintain zero unresolved tasks by the end of the shift.
- Merge duplicates, fix missing data, update statuses, and tag leads accurately.
- Prepare next-day consultant routes and finalize logistics.
(Instead of browsing phones or the internet)
- Re-engage cold leads from the last 30–90 days.
- Follow up with no-shows and reschedule appointments.
- Audit AI-booked leads and identify errors.
- Track lead source patterns and appointment quality.
- Update scripts and FAQs.
- Review and improve client communication templates.
- Verify reminders, emails, and decision-makers for next-day appointments.
- Provide consultants with clear, accurate appointment details.
- Send appointment reminders to homeowners.
- Prepare notes, routing, and project context for each appointment.
- Alert consultants to special instructions or concerns.
- Prevent…
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