Outreach and Appointment Setting Specialist

Role Summary

• Location: Philippines – Remote
• Employment Type: Full-Time
• Work Hours: Australian business hours
• Start Date: ASAP

We are looking for a confident, personable, and results-driven Outreach / Appointment-Setting Specialist to join our client, an Australian SaaS company supporting NDIS providers.

In this role, you will be responsible for reaching out to NDIS providers, identifying the right decision-makers, creating interest in the company's software solution, and booking qualified software demonstrations with the General Manager.

This is primarily an outbound outreach and appointment-setting role , rather than a full-cycle sales or account management position.

Responsibilities

• Make high-volume outbound calls to NDIS providers using a supplied prospect list.
• Identify and connect with appropriate decision-makers, including Operations Managers, General Managers, business owners, and software/platform decision-makers.
• Introduce the company's SaaS solution using approved scripts, talking points, and product information.
• Ask relevant questions to understand the provider's needs and determine whether the solution may be suitable.
• Build genuine interest and guide conversations toward booking a software demonstration.
• Book qualified demonstrations directly with the General Manager.
• Follow up with prospective providers where appropriate.
• Maintain accurate records of calls, contacts, outcomes, and follow-up activities.
• Track outreach and engagement activity using Airtable, shared spreadsheets, and relevant calling or appointment-scheduling tools.
• Share recurring objections, market feedback, and lead-quality insights to help improve outreach messaging and conversion.
• Maintain a professional and conversational approach when speaking with Australian businesses and senior stakeholders.

Requirements

• At least 3 years of relevant experience in outbound calling, appointment setting, lead generation, B2B sales, or a similar role.
• Strong spoken English and confident phone communication.
• Comfortable making a high volume of outbound calls.
• Proven ability to identify and engage the correct business decision-maker.
• Strong conversational skills, with the ability to respond naturally rather than simply read from a script.
• Comfortable introducing a SaaS product, handling basic questions, and moving conversations toward a demonstration.
• Persistent and resilient when handling rejection.
• Organized, accurate, and disciplined with follow-up and activity tracking.
• Able to listen, use sound judgment, and communicate confidently with Australian senior stakeholders.
• Proactive in providing feedback that can improve messaging, lead quality, and conversion.
• Experience with CRM or lead-tracking systems is desirable.
• Experience with Airtable, shared spreadsheets, outbound calling, and appointment-scheduling tools is an advantage.

Nice to Have

• Experience in any of the following would be beneficial, but is not required:
• NDIS or disability services
• Healthcare
• SaaS or software
• B2B sales
• Lead generation
• Appointment setting
• Performance & KPIs
• The primary measure of success in this role is the number of qualified software demonstrations booked .
• As an initial guide, the target is approximately 10 qualified demonstrations for every 100 providers contacted .

Performance will also be assessed based on

• Call activity
• Contact rate
• Decision-maker conversations
• Call-to-demo conversion
• Follow-up conversion
• Conversation quality
• Demonstration attendance
• Overall opportunity and lead quality

The focus is not simply on booking meetings. The goal is to ensure qualified NDIS providers attend demonstrations with a genuine understanding of the solution and why they are meeting with the team.

• What Our Client Will Provide
• A list of NDIS provider prospects to contact
• Call scripts and talking points
• Product training
• Guidance on the target provider profile
• Ongoing feedback based on demonstration quality
• Required calling and software access
• Work Setup & Benefits
• Full-time, remote position
• Philippines-based
• Australian business hours
• Australian holiday schedule
• Work-from-home / BYOD setup
• HMO
• SIL / Christmas Shutdown
• Bonuses
• Standard benefits package