Appointment Setter

Job Description

Description:

Join Our Team!

A flexible schedule, working in the community, making a difference, being surrounded by a great team, and maintaining work/life balance: This is what you can expect working at employU!

Our team works within the disability community to empower our customers with the knowledge, connections, and the confidence required to achieve independence by establishing a sustainable career. Because we are always expanding, there is always an opportunity for growth for those looking for career advancement.

Full-time employees are offered:

Health Insurance

Health Savings Account

Dental Insurance

Vision Insurance

Life Insurance

Employee Assistance Program (EAP)

401(k) Plan

Paid Time Off

Paid Holidays

Bonus Potential (eligible positions)

Flexible work schedule for exceptional work/life balance

Part-time employees may be offered:

401(k) Plan

Paid Time Off

Paid Holidays

Employee Assistance Program (EAP)

Flexible work schedule for exceptional work/life balance

Want to get a glimpse into the employU atmosphere? Watch this video

This position is a work from home position paying $15.00 an hour

POSITION SUMMARY

The Appointment Setter supports employU’s Vocational Services program by contacting referred clients and coordinating appointments for services such as vocational evaluations, job readiness/interview skills sessions, job coaching, and postplacement follow-ups. The role ensures that every client is scheduled promptly, confirmations are delivered, and all stakeholders—counselors, evaluators, and coaches—receive accurate, timely information so services can begin on schedule.

ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals

with disabilities to perform the essential functions.

Essential Functions Statement(s)

Schedule client appointments by calling, texting, and/or emailing referred clients to agree on mutually convenient times for vocational evaluations, intake/orientation sessions, and ongoing service appointments.

Document appointments in the CRM and the shared program calendar; generate and send confirmation emails/texts to clients and appointment notifications to internal staff (e.g., vocational evaluators, job coaches, employment specialists). Assists with acquiring referrals for potential active clients, as needed.

Verify referral details and authorizations in coordination with Vocational Rehabilitation (VR) Counselors, ensuring required documentation (e.g., referral forms, service authorizations) is complete before the appointment date. Completes other required duties as directed.

Maintain weekly scheduling reports and share status updates with VR Counselors, Vocational Services leadership, and team members, flagging cancellations, no-shows, or reschedules.

Assist with incoming referrals by entering new client information into the CRM/database and prioritizing outreach according to program guidelines and contractual timelines.

Foster positive relationships with VR Counselors, community partners, and clients by demonstrating professional, courteous, and timely communication.

Protect client confidentiality and follow HIPAA and organization privacy policies at all times.

Complete other related duties as assigned to support the effectiveness of the Vocational Services program.

POSITION QUALIFICATIONS

Competency Statement(s)

Job Knowledge

Communication

Interpersonal Skills

Organizational Skills

Time Management

SKILLS & ABILITIES

Education: High school diploma or equivalent required; post-secondary coursework in business administration, human services, or related field preferred.

Experience: Minimum one (1) year of high-volume appointment-setting, call-center, or clerical experience. Prior work with Vocational Rehabilitation (VR), workforce development, or nonprofit social-service organizations strongly preferred.

Computer Skills: Proficient with Microsoft Suite, Adobe and web-based database systems; CRM experience preferred.

Certifications & Licenses: None.

Other Requirements:

Ability to work a flexible schedule that may include evenings or weekends to reach clients.

Commitment to maintaining confidentiality and ethical standards.

Strong attention to detail and ability to manage multiple priorities and deadlines.

Reliable computer, printer/scanner, smartphone with data plan, and high-speed internet connection.

Supervision: No supervisory requirements.

Travel: No routine travel required; occasional attendance at team meetings or training sessions may be requested.

PHYSICAL DEMANDS AND WORKING ENVIRONMENT

These conditions are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

Environment: Office environment. Work from home.

Part-time

Hybrid remote