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Hire a Lead Qualification and Appointment Setting Specialist for Cpa Firm

Published on the January 21, 2026 in Sales & Marketing

About this project

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We are seeking a highly motivated and experienced professional to join our team. The primary responsibilities will include qualifying leads generated through our advertising campaigns and efficiently setting appointments for our Certified Public Accountant (CPA). This role involves engaging with potential clients, understanding their needs, and assessing their suitability for our accounting services. The specialist will be responsible for maintaining a high conversion rate from lead to qualified appointment. Excellent communication skills, a strong understanding of sales processes, and the ability to manage a schedule effectively are essential. Experience in lead qualification, telemarketing, or a similar sales development role is highly valued. Familiarity with financial services or accounting client needs is a plus. This is an ongoing hourly position, requiring consistent effort to support our sales pipeline.

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

Project duration Not specified

Skills needed