B2B Appointment Setter & Business Development Representative (SDR/BDR)

ABOUT US TC Specialists helps businesses recover money they may already be entitled to through specialized tax credit and cost recovery programs, primarily WOTC hiring tax credits and workers' compensation premium recovery services. Our clients include manufacturers, healthcare organizations, staffing companies, home care agencies, and other employers throughout the United States. Because our services typically require no upfront investment from the client, the right conversation can quickly turn into a meaningful business opportunity. We are looking for a highly proactive business development professional who can identify qualified prospects, uncover opportunities, engage decision makers, and schedule meetings for our founder. This is not a list-building position. We are looking for someone who can research, engage, follow up, and generate real conversations. RESPONSIBILITIES • Research and identify qualified target companies • Find owners, CFOs, controllers, HR directors, and other key decision makers • Conduct personalized outreach through email, phone, LinkedIn, social media, and other professional channels • Monitor social media, industry groups, online communities, and business networks to identify potential opportunities and business needs • Use social listening, market research, and prospecting techniques to uncover high-intent opportunities • Follow up consistently and professionally with prospects • Schedule qualified meetings with interested decision makers • Attend scheduled virtual meetings when appropriate, introduce prospects, provide relevant background and context, and assist with a smooth transition to the founder • Maintain accurate CRM records and notes • Provide feedback on messaging, objections, market trends, and prospect feedback IDEAL EXPERIENCE • B2B appointment setting • Business development • SDR or BDR experience • Outbound prospecting • Social listening and intent-based prospecting • Selling professional or consultative services • Experience participating in discovery calls, introductory meetings, or sales conversations • Experience in payroll, PEO, HR, staffing, insurance, workers' compensation, tax credits, accounting, or consulting is a major plus REQUIRED SKILLS • Excellent written and verbal English communication skills • Strong interpersonal and relationship-building abilities • Confidence speaking with business owners and executives • Ability to conduct independent research and identify opportunities • Experience using CRM systems, outreach tools, and professional networking platforms • Organized, detail-oriented, and self-directed WHAT SUCCESS LOOKS LIKE Within the first 30 days, we would like to see: • Qualified target lists being built • Consistent outreach activity • Positive engagement from decision makers • Qualified meetings being scheduled • Professional participation in introductory prospect meetings COMPENSATION • Hourly rate • Performance bonuses for qualified meetings • Additional bonuses tied to closed business • Initial engagement expected to be approximately 10–20 hours per week • Long-term opportunity for the right person TO APPLY Please answer the following questions: 1) What type of business would you target first for a hiring tax credit service, and why? 2) What type of business would you target first for a workers' compensation premium recovery service, and why? 3) Show us an actual outreach message you would send to a business owner or executive. 4) Describe your process for turning a cold prospect into a scheduled meeting. Applications that do not answer all five questions will not be considered.