Appointment Setter / Business Development Partner for Boutique CPA Firm (Performance Preferred)

Posted 3 days ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

We are a boutique CPA firm providing outsourced accounting, controller, and bookkeeping services to small businesses and nonprofits across the United States. This is NOT a marketing or copywriting role. We are NOT looking for: SEO Website optimization LinkedIn profile rewrites Social media management Generic cold email campaigns We are looking for an experienced appointment setter / business development professional who can BOOK qualified discovery meetings with businesses that are a good fit for our services. Ideal Experience: Candidates should have experience generating leads for one or more of the following: CPA firms Accounting firms Bookkeeping firms Fractional CFO firms Professional service firms with relationship-based sales Responsibilities Build targeted prospect lists Conduct personalized outreach (email, LinkedIn, phone, or a combination) Qualify prospects Book discovery calls directly onto our calendar Maintain follow-up sequences Track outreach and results Ideal Clients We serve: Small businesses Nonprofits Professional service firms Companies that have outgrown their bookkeeper and need ongoing accounting or controller support To Apply - answer the screening questions below. Please be prepared to share references from clients with similar engagements. If your proposal focuses primarily on SEO, social media, branding, website optimization, or generic cold email software, it will not be considered. Our issue is getting enough leads into the top of our funnel. Initial engagement: 90-day pilot to generate qualified discovery meetings. If successful, this can become a long-term partnership. Performance-based compensation is strongly preferred. We are open to an hourly rate plus bonuses for qualified held meetings or signed clients. Please apply even if your hourly rate is outside the specified range but you think you'd be a perfect fit.

  • More than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • $75.00

    -

    $100.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type

Contract-to-hire opportunity

This lets talent know that this job could become full time.
Learn more
Skills and Expertise
Mandatory skills
B2B Marketing
High-Ticket Closing
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:2 days ago
  • Interviewing:
    2
  • Invites sent:
    1
  • Unanswered invites:
    0
About the client
Member since Mar 17, 2023
  • United States
    Shamong8:01 PM
  • $9.4K total spent
    22 hires, 7 active
  • 435 hours
  • Finance & Accounting
    Individual client

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