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Appointment Setter for a Business Consulting Firm in the US (Home Based Part Time)

Virtual Coworker

Key Facts

Part time
English

Other Skills

  • •
    Scheduling
  • •
    Internet Research
  • •
    Communication
  • •
    Time Management
  • •
    Persistence
  • •
    Detail Oriented
  • •
    Social Skills

Roles & Responsibilities

  • Experience with outbound prospecting and cold outreach (calls and emails)
  • Proficiency with CRM systems, especially HubSpot and HoneyBook
  • Strong research and list-building skills to identify potential clients
  • Excellent communication and scheduling abilities with a client-facing mindset

Requirements:

  • Build prospect lists using provided sources and research tools
  • Identify companies that may benefit from fractional CFO or HR services
  • Conduct cold outreach through calls and email follow-ups and qualify prospects
  • Enter and maintain accurate prospect information in CRM systems (HubSpot and HoneyBook) and schedule appointments for the client

Job description

• Build prospect lists using provided sources and research tools
• Identify companies that may benefit from fractional CFO or HR services
• Conduct cold outreach through calls and email follow-ups
• Qualify prospects and schedule appointments for the client
• Enter and maintain accurate prospect information in CRM systems (HubSpot and HoneyBook)
• Generate additional leads through online research and prospecting tools
• Provide light administrative support when needed, including CRM updates and workflow organization
Ready to apply?
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