B2B Appointment Setter

zoho • United States • ph • 1h ago

This is a remote position.

Responsibilities:

Conduct outbound cold calling to small businesses to promote monthly accounting and bookkeeping services
Follow up on warm leads generated from marketing funnels and lead magnets
Qualify prospects by asking relevant questions about their business needs
Schedule appointments between qualified prospects and the internal sales team
Use provided scripts initially while building capability to handle standard objections and questions
Maintain accurate records of all prospect interactions and outcomes

Requirements:

At least 3 years recent experience in B2B cold calling and appointment setting
Strong communication skills and professional phone presence
Capability to learn and answer 5-10 standard questions about accounting and bookkeeping services
Experience with CRM systems and lead management processes
Self-motivated with ability to work independently in a remote environment

Scope:

Monday to Friday, 8am to 5pm Eastern with an hour unpaid break
Primary focus on lead generation and appointment setting for accounting/bookkeeping services
Target market consists of small businesses across various industries
Initial role will be heavily scripted with gradual transition to more consultative conversations
Potential for role evolution into full sales responsibilities over time
Work directly with company founder and internal sales team
Performance-based bonus structure expected in addition to base hourly rate