Part-Time Cold Caller / Appointment Setter — B2B (US-Based, Remote)

Posted 5 days ago

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

Summary

We are a growing accounting and tax services firm serving US CPA firms and small businesses — bookkeeping, tax preparation, and offshore staffing support. The Role: You'll call warm-scraped lead lists we provide, qualify prospects, and book discovery appointments directly into our calendar. No lead sourcing, no closing — just consistent, quality conversations. What You'll Do: 40–60 outbound dials per day to US CPA firms and small business owners Qualify prospects and handle common objections using our script (you'll help refine it) Book appointments via our calendar link and confirm them the day before Log every call outcome in our CRM/tracker daily Send short follow-up emails to interested-but-not-ready prospects What We're Looking For: US-based with authorization to work 2+ years B2B phone sales or appointment setting — selling to business owners or professionals Clear, confident phone presence; comfortable with gatekeepers Reliable home office setup (quiet space, headset, stable internet) Self-managed and consistent — this role lives or dies on daily discipline Bonus Points: Background selling accounting, bookkeeping, tax, financial, or insurance services Experience with dialers (e.g., PhoneBurner, JustCall) and CRM tools To Apply: Send a short note on your B2B calling experience plus a 60-second voice recording pitching any product of your choice.

  • Less than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • $18.00

    -

    $35.00

    Hourly
  • Remote Job
  • Complex 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
Finance & Accounting
Legal
Activity on this job
  • Proposals:5 to 10
  • Last viewed by client:4 days ago
  • Interviewing:
    4
  • Invites sent:
    24
  • Unanswered invites:
    16
About the client
Member since Jun 5, 2026
  • United States
    Cortland3:34 AM
  • $280 total spent
    8 hires, 0 active

Explore similar jobs on Upwork

Relationship Management
Partnership Development
Lead Generation
Social Media Marketing
Marketing Strategy
Taboola
Native Advertising
Ecommerce
Lead Generation
Media Buying
Performance Marketing
Campaign Setup
Campaign Management
Programmatic Campaign
Marketing Campaign Setup & Implementation

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo