Appointment Setter/Lead Coordinator

Stone Creek Building and Development

4d • Remote

About The Position

Stone Creek Building & Development helps Oregon families create custom homes and renovations that reflect how they truly live. Its sister company, Shelter Solutions, specializes in ADUs and backyard studios for homeowners seeking greater flexibility, multigenerational living options, or additional income. As a locally owned, third-generation builder, Stone Creek brings honesty, collaboration, and personal attention to every client relationship. We are looking for an engaging and dependable Appointment Setter/Lead Coordinator to manage the first stages of Stone Creek's sales process. You will answer incoming inquiries, learn about each prospective client's goals, determine whether the project may be a good fit, and schedule qualified prospects with company leadership. This is not a high-pressure closing position. Your success will come from building trust, asking thoughtful questions, communicating clearly, and maintaining consistent follow-up. Some clients may be ready to move forward immediately, while others may need to be nurtured for several months or longer. You will make sure every promising opportunity remains organized and receives the right attention at the right time.

Requirements

• Strong, clear, and easily understood spoken English.
• Excellent written English and professional message-writing skills.
• Experience in appointment setting, customer service, inside sales, lead coordination, or virtual assistance.
• Friendly and relationship-focused, with the confidence to speak with a wide range of homeowners.
• Highly organized and capable of managing many conversations and follow-up dates simultaneously.
• Comfortable making and receiving phone calls throughout the workday.
• Persistent without being aggressive or overly sales-focused.
• Reliable, responsible, and able to work independently.
• Proficient with digital calendars, email, cloud documents, and CRM systems.
• Comfortable using AI productivity tools to improve efficiency and organization.
• Available during Pacific Time business hours.

Nice To Haves

• Buildertrend, construction, home-building, or remodeling experience is a plus.

Responsibilities

• Answer and respond to incoming calls, web forms, texts, emails, and CRM inquiries.
• Create a welcoming and professional first impression for prospective clients.
• Ask qualifying questions regarding project type, property, timeline, goals, and readiness.
• Enter qualified leads into Buildertrend and maintain complete, accurate records.
• Schedule discovery calls, consultations, site visits, and design meetings for leadership.
• Assign and complete follow-up activities based on each prospect's timeline and level of interest.
• Maintain monthly, quarterly, or longer-term contact with leads who are not yet ready to build.
• Send appointment confirmations and reminders.
• Prepare leadership with clear notes before scheduled consultations.
• Conduct basic property and project research before appointments.
• Track lead sources, appointment activity, and movement through the sales pipeline.
• Support agreement distribution, document collection, and digital file organization.
• Assist with educational event registration and follow-up for prospective ADU clients.
• Keep sales, marketing, and client information aligned across shared trackers and documents.
• Recommend practical ways to improve follow-up systems and lead-management workflows.

Benefits

• Eligibility for discretionary performance bonuses based on appointment quality, follow-up performance, and business needs.
• Company-provided iPhone or similar work tool may be offered after the initial 90-day period
• Direct collaboration with company leadership.
• Training and exposure to custom home construction, remodeling, and accessory dwelling unit (ADU) projects.
• Opportunity to take on additional responsibilities in marketing, social media, and paid advertising as you grow with the business.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed