Appointment Setter / Business Development Partner for Boutique CPA Firm (Performance Preferred)
Only freelancers located in the U.S. may apply.U.S. located freelancers only
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/weekHourly
- 6+ monthsDuration
- ExpertExperience Level
$75.00
-
$100.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
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
- United StatesShamong8:01 PM
- $9.4K total spent22 hires, 7 active
- 435 hours
- Finance & AccountingIndividual client
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