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Experienced B2b Appointment Setter for Us Smb Market (Saas & Fintech)

Published on the August 26, 2026 in Sales & Marketing

About this project

Open

We are seeking an experienced B2B Sales Development Representative (SDR) / Appointment Setter to book qualified discovery calls with US finance executives (CFOs, Controllers, VPs of Finance) for our financial reconciliation software + services platform. The target is to book 4 to 6 qualified meetings per week.

Key Responsibilities:
Execute outbound touches including cold calls, Linkedin outreach, and email follow-ups to us smb decision-makers.
Pitch value propositions focused on automating manual accounting/ERP workflows.
Qualify prospects based on company size ($10M+ revenue) and existing software stack (NetSuite, Sage, QuickBooks).
Schedule meetings directly on our us sales team's calendar and log notes in our crm.

Requirements:
Fluent / Near-Native English with clear communication skills suitable for engaging with US C-Suite executives.
Demonstrated track record in B2B cold outreach to the US market, with experience in SaaS, FinTech, or IT sectors preferred.
Availability to work during us business hours (est/cst).
Must have a quiet workspace, reliable high-speed internet, and a professional headset/VoIP setup.

Lead Qualification Rule:
Payment of bonus will be for "Qualified Calls" only. A call is considered qualified if it involves a CFO/Controller using an ERP system, has manual reconciliation needs, and the prospect attends the scheduled call.

Category Sales & Marketing
Subcategory Televentas
Time required More than 20 hours

Delivery term: Not specified

Skills needed