[Remote] Appointment Setter (U.S Based)

Note: The job is a remote job and is open to candidates in USA. MyBuilderCPA is a specialized remote accounting firm dedicated to serving residential homebuilders. They are seeking a U.S.-based Appointment Setter to initiate conversations with prospective clients and schedule qualified discovery calls for the sales team, focusing on building strong client relationships.

Responsibilities

• Conduct outbound calls and follow-ups with prospective clients
• Qualify leads using structured questions to assess fit and readiness
• Clearly communicate MyBuilderCPA's services and value proposition
• Schedule discovery and strategy calls with internal team members
• Maintain accurate notes and activity tracking in the CRM
• Follow up consistently with warm and undecided leads
• Meet or exceed daily and weekly appointment-setting goals
• Collaborate with marketing and sales teams to refine messaging

Skills

• 1+ year of experience in appointment setting, inside sales, or outbound prospecting
• Excellent spoken English with a confident, professional phone presence
• Strong listening skills and ability to guide conversations naturally
• Organized, reliable, and self-directed in a remote environment
• Comfortable using CRMs, calendars, and communication tools
• Candidates must be legally authorized to work in the United States and able to work U.S. business hours
• Experience with professional services, accounting, or B2B sales is a plus

Benefits

• Performance-based bonuses tied to booked and qualified appointments
• Clear KPIs and growth path within the company
• Supportive, collaborative team culture
• OTE 3,500/ month USD

Company Overview