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Metro location, generalist junior role, and recognizable financial-services brand drive high candidate competition.
Scheduling, CRM, and outbound-call skills are broadly transferable across industries.
Moderate filters like Salesforce proficiency, BPO/outbound experience, and shift flexibility increase selection strictness.
Manage and optimize advisors' calendars through proactive outreach and strategic scheduling aligned with Product Consulting Directors' priorities.
Ensure real-time, accurate appointment and activity tracking in Salesforce and Outlook to maintain data integrity and support advisor engagement metrics.
Track and report weekly scheduling performance, lead regular meetings with leadership for action planning, and implement process improvements to enhance efficiency and scheduling discipline.
Experience in outbound calling, tele-sales, or voice-based BPO roles with ability to manage high-volume outreach and achieve appointment targets.
Proficient in Outlook, Excel, Salesforce, MS Teams, SharePoint, and Box; experience handling calendars, expense, and travel management.
Ability to support US-based or multinational stakeholders, manage multiple time zones, and work independently with high accountability.
Work Experience Required: Not explicitly mentioned in the JD.
Demonstrated expertise in high-volume, metrics-driven scheduling and CRM data management supporting senior consulting or advisory leadership.
Experienced working across multiple time zones and managing detailed calendar logistics for multinational teams.
Operationally rigorous with strong process improvement orientation and proven ability to engage with diverse stakeholders for scheduling success.