Appointment Setter (B2B)

Job Description This is a remote position. Key Responsibilities Appointment Setting & Lead Generation: Engage with C-suite executives (CFOs, finance heads, CEOs) in medium to large-sized companies (turnover of 50 million+) to schedule qualified appointments. Achieve daily appointment-setting targets (minimum of 3-5 appointments/day after the initial training period). Use CRM tools (Zoho or HubSpot) to log appointment data and follow up with leads. Conduct follow-up calls to reschedule missed appointments or "ghosted" leads, ensuring high engagement. Sales Pipeline Management: Manage the sales pipeline from lead generation to appointment setting, ensuring that no lead is left behind. Nurture leads through consistent communication, sending follow-up emails, and engaging them through LinkedIn and other channels. Maintain accurate data in CRM systems, tracking all calls, emails, and meetings to ensure appointments are successfully set. CRM & Data Management: Utilize CRM tools (Zoho or HubSpot) to track and manage lead details such as contact information, call logs, and appointment status. Ensure that CRM is updated daily with accurate call logs and lead statuses. Generate weekly reports to track progress, challenges, and outcomes of appointment-setting efforts. Event Support (Secondary Focus): Assist with event coordination by calling potential attendees and confirming their participation in CFO meetups or other events. Handle logistical coordination for smaller CFO events, ensuring that invitations are sent out and confirmed in a timely manner. Lead Qualification: Determine the qualifications of leads based on company turnover (50 million+) and job title (CFO, finance head, CEO). Eliminate unqualified leads by engaging them in meaningful conversations that help assess their potential as clients. Nurture leads that are not ready for an appointment by using CRM to track follow-up activities and schedule future outreach. Follow-Up & Nurturing: Implement a systematic follow-up cadence for leads, including weekly nurturing emails, LinkedIn engagement, and calls to keep the leads warm. Disqualify leads who express disinterest and ensure they are removed from the system. Reporting & Performance Metrics: Meet performance metrics, including daily appointment-setting targets and monthly qualified leads. Provide regular updates on lead generation, appointment-setting success, and CRM activity. Requirements Must-Have Qualifications (Self-Check) 10+ years of experience in B2B appointment setting, especially with C-suite executives. Proven success in generating qualified leads and appointments through cold calls. Strong proficiency with CRM systems (Zoho or HubSpot preferred) and experience managing lead data. Excellent communication skills, particularly in a phone-based, client-facing role. Reliable internet connection and a dedicated home office setup. Comfortable working remotely during Melbourne time business hours Comfortable using VoIP systems for making calls (Dialpad or similar). Nice-to-Have Skills Experience working with senior executives, particularly CFOs or finance heads. Familiarity with event coordination and logistical planning. Exposure to process documentation or creating Standard Operating Procedures (SOPs). Knowledge of lead generation tools like ZoomInfo, RocketReach, or similar. Success Outcomes (30/60/90 Days) 30 Days: Complete training and onboarding with the team. Begin setting appointments under supervision, with guidance on qualification and CRM usage. Start contributing to lead generation efforts, aiming to book 1-2 appointments a day. 60 Days: Independently manage the appointment-setting process, meeting daily and weekly targets. Accurately follow-up on leads in CRM, ensuring all actions are logged and documented. Engage with C-suite decision-makers in a confident and professional manner. 90 Days: Fully own the appointment-setting role, achieving set targets of 3-5 appointments per day. Consistently maintain and grow the lead pipeline through daily outreach and nurturing. Contribute to the growth of the sales pipeline by qualifying and engaging high-value leads. What We’re Looking For (Read Carefully) This role suits someone who is: Highly reliable and consistent: You understand the importance of meeting targets and deadlines in a remote environment. Proactive and self-motivated: You are able to manage your time and tasks effectively without constant supervision. Excellent communicator: You know how to engage C-suite executives and schedule appointments confidently. Tech-savvy: You are comfortable with CRM systems and online tools, and you can quickly adapt to new technologies. An over-communicator (in a good way): You keep the team informed about your progress, challenges, and any potential delays.