Remote CPA ยท 11 hours ago
Appointment Setter (U.S Based)
United States
Full-time
Remote
Entry Level
$3,500/mo - $3,500/mo
1+ years expMyBuilderCPA 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.
Accounting
No H1B
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
Qualification
Required
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
Preferred
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
Remote CPA
Remote CPA is an accounting firm focused on serving Homebuilders who use BuilderTrend anywhere in the United States.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jon Markee, CPA
Partner
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