Virtual Assitant/Appointment Setter

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: TYPE OF WORK

Full Time

: SALARY

N/A

: HOURS PER WEEK

TBD

: DATE UPDATED

Oct 9, 2026

JOB OVERVIEW

We are looking for a motivated, organized, and results-driven Virtual Assistant / Appointment Setter to support our sales and business development efforts.

The ideal candidate is a proactive communicator who enjoys connecting with business owners, managing follow-ups, and turning prospective leads into qualified sales appointments.

Key Responsibilities

Lead Generation & Prospecting

Research and identify prospective clients, including business owners, restaurant operators, franchise owners, and investors.

Build and maintain targeted prospect lists.

Conduct outreach through email, LinkedIn, and phone calls.

Identify opportunities for accounting, advisory, valuation, and strategic planning services.

Research potential referral partners, including attorneys, bankers, and business brokers.

Appointment Setting & Sales Support

Schedule qualified discovery calls with prospective clients.

Follow up with inbound leads, webinar attendees, and previous prospects.

Manage appointment confirmations, reminders, and rescheduling.

Qualify prospects based on business needs, decision-making authority, and interest in services.

Maintain consistent follow-up with prospects who are not yet ready to schedule.

CRM & Administrative Support

Maintain accurate lead information and communication history in the CRM.

Track outreach activity, responses, appointments, and follow-up tasks.

Organize sales pipelines and update prospect statuses.

Assist with email campaigns and LinkedIn outreach.

Prepare weekly activity reports and appointment summaries.

Provide administrative support to the business development team as needed.

Qualifications

Previous experience in appointment setting, virtual assistance, lead generation, or sales support.

Strong written and verbal English communication skills.

Professional and confident communicating with business owners and executives.

Highly organized with excellent follow-through.

Comfortable using CRM systems, LinkedIn, Google Workspace, and scheduling tools.

Ability to work independently and manage multiple priorities.

Experience with GoHighLevel or similar CRM platforms preferred.

Experience in accounting, financial services, consulting, or professional services is a plus.

Performance Expectations

Success in this position will be measured by:

Consistent daily outreach to qualified prospects.

Timely follow-up with new and existing leads.

Number of qualified appointments scheduled.

Appointment attendance rates.

Accuracy and organization of CRM records.

Contribution to building a reliable sales pipeline.

Initial Performance Goals (15–20 Hours per Week)

75–125 targeted outreach activities per week.

Follow up with 100% of assigned inbound leads within one business day.

Schedule 3–5 qualified sales appointments per week after the initial ramp-up period.

Maintain accurate and current CRM records.

Submit a weekly activity and pipeline report.

Targets will be refined based on lead quality, outreach channels, and conversion rates.

Compensation

Competitive hourly compensation based on experience, with potential performance-based bonuses for qualified appointments that are completed.

Ideal Candidate

We are looking for someone who is more than an administrative assistant. This person should be comfortable initiating conversations, building relationships, and helping develop new business opportunities.

The right candidate will be persistent without being pushy, organized without constant supervision, and motivated by measurable results.

To Apply: Please submit your resume, a brief description of your appointment-setting or lead-generation experience, and the CRM systems you have used.

SKILL REQUIREMENT

Calendar Management Scheduling Virtual Assistant

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Virtual Assitant/Appointment Setter

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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