Business Development Representative (BDR)|Appointment Setter f

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: TYPE OF WORK

Full Time

: SALARY

$900 - $3000+ USD/Month

: HOURS PER WEEK

40

: DATE UPDATED

Sep 25, 2026

JOB OVERVIEW

U.S. Accounting, CFO & Strategic Growth Advisory Firm

Full-Time | Remote | Philippines

Compensation

Base Salary: $900-$1,200 USD/month (depending on experience)

Performance Bonuses:

$25 per attended discovery call
$100 per qualified opportunity
$250 per accounting/bookkeeping client closed
$500 per advisory/CFO client closed

Expected Earnings: $1,500-$3,000+ USD/month for top performers.

About Us

We help small businesses and nonprofit organizations improve financial performance, strengthen cash flow, make smarter business decisions, and achieve sustainable growth.

Unlike many accounting firms, we are building a strategic advisory practice focused on helping business owners and nonprofit leaders solve real business challenges, not just prepare financial statements.

Our clients include:

Small business owners
Nonprofit Executive Directors
CEOs and Founders
Professional service firms
Real estate investors
Community organizations

We are growing and looking for an exceptional Business Development Representative who can help us build relationships and create opportunities with decision-makers.

Who This Role Is For

This position is ideal for someone who enjoys:

✅ Starting conversations

✅ Building relationships

✅ Following up consistently

✅ Opening doors with decision-makers

✅ Helping people connect solutions to problems

✅ Achieving goals and earning performance bonuses

You are not afraid to reach out to executives.

You enjoy talking to people.

You are organized, persistent, and professional.

Who This Role Is NOT For

This role is not a good fit if:

❌ You prefer administrative work over sales

❌ You are uncomfortable speaking with business owners

❌ You dislike follow-up

❌ You wait for instructions rather than take initiative

❌ You are looking for a basic virtual assistant position

This is a business development role.

Your primary responsibility is generating qualified meetings.

What You'll Be Doing
LinkedIn Prospecting
Connect with business owners and nonprofit leaders
Start conversations
Follow up consistently
Build relationships

Email Outreach
Personalized outreach campaigns
Follow-up sequences
Re-engagement campaigns
Appointment Setting
Schedule qualified discovery calls
Confirm attendance
Reduce no-shows
Prospect Research
Identify target organizations
Research key decision-makers
Maintain prospect lists
CRM Management
Update lead records
Track communication
Maintain pipeline data
Referral Outreach
Follow up with referral partners
Coordinate introductions
Help maintain referral relationships
Ideal Experience

We strongly prefer candidates with experience in:

Appointment setting
B2B sales
Lead generation
LinkedIn outreach
Cold email campaigns
Professional services

Bonus points if you have worked with:
Accounting firms
Bookkeeping firms
CFO firms
Consulting firms
Marketing agencies
Business coaches

Key Performance Indicators (KPIs)
Daily
25 LinkedIn connection requests
15 personalized outreach messages
10 follow-up messages
5 referral outreach activities
Weekly
100+ outreach activities
10 discovery calls booked
5 attended meetings
2 qualified opportunities
Monthly
20+ qualified meetings
Consistent pipeline growth
Contribution to new client acquisition
Skills We Are Looking For

Required:
Excellent English communication
Strong written communication
Professional demeanor
High attention to detail
Self-motivated
Organized
Reliable internet
Stable work environment

Preferred:
HubSpot experience
LinkedIn Sales Navigator experience
CRM experience
Appointment-setting experience
Why Join Our Team?

We're a growing firm where your work directly impacts the success of the business.

You will:

Work directly with the CEO
Receive ongoing training
Have growth opportunities
Earn performance-based bonuses
Help build something meaningful

We believe in treating team members with respect, providing clear expectations, and rewarding results.

APPLICATION INSTRUCTIONS (IMPORTANT)

To apply, complete BOTH steps below.

Step 1: Submit a Loom Video (3-5 Minutes)

Please answer:

Tell me about your appointment-setting or business development experience.
How many meetings did you personally book in the last 30 days?
What industries have you worked with?
What process do you follow when someone doesn't respond?
Why do you believe you would be successful in this role?

Step 2: Practical Exercise

Imagine you are trying to book a meeting with a business owner for our Fractional CFO and Strategic Growth Advisory services.

Please provide:

A. One LinkedIn Connection Request

B. One LinkedIn Follow-Up Message

C. One Email Outreach Message

Keep each message concise and professional.

IMPORTANT

Email responses and video to: ----------
At the top of your email, include the phrase:

"Growth Happens Through Conversations"

This helps us identify applicants who pay attention to detail.

We look forward to meeting you and learning more about your experience.

SKILL REQUIREMENT

Appointment Setting Business development English Proficiency

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Business Development Representative (BDR)|Appointment Setter f

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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