Appointment Setter; U.S

MyBuilderCPA

Appointment Setter (U.S.Based)

Are you confident on the phone, naturally persuasive, and energized by meaningful conversations? Do you enjoy opening doors, building rapport, and setting the stage for strong client relationships? At MyBuilder

CPA, we're not a typical accounting firm -- we're a specialized team helping residential homebuilders simplify their finances and grow with confidence. If you're proactive, goal-oriented, and thrive in a people-first environment, this role could be a great fit.

Founded in 2017, MyBuilder

CPA is a remote accounting firm dedicated exclusively to serving residential homebuilders who use Quick Books Online with Builder Trend or Job Tread. We believe strong client relationships start with strong first conversations -- and that's where you come in.

Learn more about us at:

We are seeking aU.S.

-based Appointment Setter
to initiate outbound and inbound conversations with prospective clients and schedule qualified discovery calls for our sales and leadership team. This role focuses on
quality conversations, not aggressive selling
, and plays a critical role in the growth of our client base.

You will be the first point of contact for many potential clients and help ensure a smooth, professional handoff to the sales team.

• Conduct outbound calls and follow-ups with prospective clients
• Qualify leads using structured questions to assess fit and readiness
• Clearly communicate MyBuilder
  
  CPA's services and value proposition
• Schedule discovery and strategy calls with internal team members
• Maintain accurate notes and activity tracking in the CRM
• Follow up consistently with warm and undecided leads
• Meet or exceed daily and weekly appointment-setting goals
• Collaborate with marketing and sales teams to refine messaging

• 1+ year of experience in appointment setting, inside sales, or outbound prospecting
• Excellent spoken English with a confident, professional phone presence
• Strong listening skills and ability to guide conversations naturally
• Organized, reliable, and self-directed in a remote environment
• Comfortable using CRMs, calendars, and communication tools
• Experience with professional services, accounting, or B2B sales is a plus

• Full-time position
• Competitive base salary plus
  performance-based bonuses tied to booked and qualified appointments
• Fully remote work environment (U.S.
  
  -based)
• Clear KPIs and growth path within the company
• Supportive, collaborative team culture
• OTE 3,500/ month USD

Note: Candidates must be legally authorized to work in the United States
and able to work U.S. business hours. This role is not currently eligible for healthcare or retirement benefits but includes performance bonuses and long-term growth potential.

Ready to be the voice that opens the door to meaningful client relationships?

Apply today and grow with MyBuilder

CPA.

MyBuilder

CPA is an equal opportunity employer.