Appointment Setter - Remote

Overview

The Appointment Setter will initiate conversations with potential clients, qualify leads, and book discovery calls for CFOs, playing a key role in maintaining a strong sales pipeline.

In Short

• Engage warm and cold leads through various channels.
• Book discovery or sales calls.
• Qualify prospects based on needs and budget.
• Manage follow-up sequences effectively.
• Coordinate with the consulting team for lead handoff.
• Maintain accurate records in CRM systems.
• Support lead generation strategies.
• Follow up after meetings to close deals.

Requirements

• Proven success in appointment setting for professional services.
• Driven and ownership-oriented.
• Strong communication and personalization skills.
• Ability to qualify leads effectively.
• Comfortable with CRM and lead-gen tools.
• Availability to work in Pacific Time.
• Reliable and proactive in follow-through.
• Alignment with company values focused on client satisfaction.

Benefits

• Flexible work hours.
• Commission on meetings booked and closed sales.
• Supportive work environment focused on work-life balance.
• Opportunities for professional growth.
• Inclusive and diverse workplace culture.