This role is open to candidates based in LATAM, Africa, and Eastern Europe. Please note that as this role supports U.S.-based clients, candidates must be available to work during U.S. business hours aligned with the client’s time zone.
Our client is a business advisory firm that supports founders and business owners through the complexities of exit planning and business sales. They provide clear, actionable strategies that help owners prepare their companies for successful transitions while maximizing value. With a strong focus on clarity, structure, and results, they guide clients through smooth and strategic sales processes and are seeking an SDR to initiate conversations and qualify potential sellers.
Fully Remote (Work from Home), 8:30 AM – 4:30 PM CST
The Appointment Setter will make outbound calls to business owners considering selling their companies, qualify leads, explain the exit process in clear and simple terms, and schedule follow-up conversations. This is a phone-heavy role requiring direct, concise communication with busy founders and decision-makers, with the goal of generating high-quality booked meetings that support firm growth.
Make a high volume of outbound calls to business owners to initiate conversations about exit planning and selling their businesses.
Re-engage founders who have gone quiet but remain potential fits.
Conduct clear, direct conversations to understand a founder’s business, timing, and intent to sell.
Explain exit planning and business sales processes in simple, relatable terms.
Book qualified founders into scheduled follow-up conversations.
Confirm meetings and follow up daily to reduce no-shows.
Ensure strong attendance rates for scheduled calls.
Maintain accurate notes and detailed records of every conversation to ensure smooth team handoffs.
Hit weekly activity and booking targets to maintain a strong sales pipeline.
1–3 years of experience in outbound sales, SDR, or inside sales roles.
Experience speaking directly with founders or business decision-makers is a plus.
Fluent in English with excellent communication skills.
Confidence on the phone with the ability to handle conversations smoothly and professionally without sounding pushy.
Strong persistence and follow-up skills, with the ability to nurture conversations over time.
Resilience and the ability to handle rejection while staying motivated.
Organized and reliable, maintaining consistent outreach and structured follow-up.
Comfortable learning financial and business concepts related to exit planning.
Coachable, sharp, and open to feedback.
Proficiency in HubSpot is highly advantageous.
Consistently meeting or exceeding call volume and qualified booking targets.
Maintaining a high show rate for booked meetings.
Providing clear, accurate notes to ensure smooth internal handoffs.
Demonstrating professionalism, persistence, and strong organization in all client interactions.
This role offers the opportunity to be the first point of contact for founders navigating major business decisions. You will work within a high-performing team and play a critical role in building the firm’s sales pipeline. For the right candidate, there is potential to grow into an Account Executive (AE) role, making this an excellent opportunity for long-term advancement in a fast-paced, impact-driven advisory environment.
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