Summary: As an Appointment Setter, you will serve as the initial contact for potential clients, introducing them to a tax research platform and scheduling appointments for sales consultants. The role involves conducting outreach to tax professionals, qualifying leads, and maintaining records in Salesforce. You will also collaborate with marketing to enhance messaging and stay updated on industry trends. This position is critical for supporting the sales team in engaging with clients effectively.
Key Responsibilities:
- Conduct outbound calls and emails to tax professionals and decision-makers
- Qualify leads and schedule product demos for the sales team
- Maintain accurate records in Salesforce and follow up on outreach
- Collaborate with marketing to refine messaging and campaign strategies
- Stay informed on tax industry trends and product updates
Key Skills:
- Strong communication and interpersonal skills
- Experience in B2B sales, lead generation, or appointment setting (preferred)
- Experience engaging with senior C-suite decision makers
- Interest in finance, tax, or legal technology is a plus
- Goal-oriented mindset with the ability to work independently
- Familiarity with CRM systems (Salesforce experience a plus)
Salary (Rate): £42,500 yearly
City: City of London
Country: United Kingdom
Working Arrangements: undetermined
IR35 Status: undetermined
Seniority Level: undetermined
Industry: Other
Detailed Description From Employer:
As an Appointment Setter, you'll be the first point of contact for potential clients, introducing them to the client's tax research platform and scheduling high-quality appointments for our sales consultants. Client Details My client is a global bran who provides trusted, comprehensive tax research tools and expert analysis to help professionals navigate complex tax regulations with confidence. Their platform is relied upon by top accounting firms, law practices, and corporate tax departments worldwide. Description As an Appointment Setter, you will have the following key responsibilities: Conduct outbound calls and emails to tax professionals and decision-makers Qualify leads and schedule product demos for the sales team Maintain accurate records in Salesforce and follow up on outreach Collaborate with marketing to refine messaging and campaign strategies Stay informed on tax industry trends and product updates Profile The successful Appointment Setter candidate will have the following: Strong communication and interpersonal skills Experience in B2B sales, lead generation, or appointment setting (preferred) Experience engaging with senior C-suite decision makers Interest in finance, tax, or legal technology isn't essential but is definitely a plus Goal-oriented mindset with the ability to work independently Familiarity with CRM systems (Salesforce experience a plus) Job Offer Base salary of 37,500 - 42,500 State of the art Central London office Urgent role - fast process, fast start