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 brand 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