Real Estate BDR / Appointment Setter (Lead Generation & Outreach)

# Real Estate BDR / Appointment Setter (Lead Generation & Outreach) ## About Us We are a boutique real estate finance partner helping U.S. property managers, syndicators, developers, and real estate investment firms bring clarity to their numbers. We provide: * Real Estate Accounting & Bookkeeping * FP&A & Financial Reporting * Investor & Lender Reporting * Cash Flow Forecasting * ERP Support (QuickBooks, AppFolio, Yardi, Sage Intacct, RealPage) Our positioning is simple: We are not a generic outsourcing firm. We act as a finance partner for real estate operators who need clean financials, strategic clarity, and investor-ready reporting. --- ## What We Are Looking For We are looking for a proactive Business Development Representative (BDR) / Appointment Setter who can help us generate qualified meetings with: * Property Management Companies * Real Estate Syndicators * Real Estate Developers * Asset Management Firms * CPA Firms serving real estate clients * Advisory / Fractional CFO Firms focused on real estate This is not a list-building-only role. We are looking for someone who can own the process from prospect identification to booked meeting. --- ## Responsibilities ### Lead Research * Identify qualified prospects matching our ideal client profile * Research decision-makers and key stakeholders * Build and maintain prospect lists ### Outreach * LinkedIn outreach * Email outreach * Follow-up sequences * Basic qualification conversations ### Appointment Setting * Book discovery calls with qualified prospects * Coordinate calendars and scheduling * Ensure prospects are properly briefed before meetings ### CRM & Reporting * Maintain outreach tracking * Provide weekly activity reports * Share insights and recommendations to improve conversions --- ## Ideal Candidate * Experience generating appointments for B2B professional services * Experience selling accounting, finance, bookkeeping, CFO, advisory, or real estate services * Strong written English * Comfortable using LinkedIn Sales Navigator * Experience with Apollo, Instantly, HubSpot, Zoho, Pipedrive, or similar tools * Ability to work independently and proactively Bonus: * Real estate industry experience * CPA firm or finance industry experience * Existing knowledge of property management companies and syndicators --- ## Success Metrics You will be measured on: * Qualified prospects identified * Outreach volume * Response rates * Discovery calls booked * Qualified opportunities generated --- ## To Apply Please answer the following: 1. What industries have you generated appointments for? 2. Have you worked with accounting, finance, real estate, CPA, or advisory firms? 3. What tools do you use for prospecting and outreach? 4. How would you identify and approach a property management company with 100+ units? 5. Share examples of meetings or opportunities you have generated in previous roles. 6. What are your expected monthly compensation and availability? We are looking for a long-term partner who can help build a predictable pipeline of opportunities for our business