MyBuilderCPA

Appointment Setter (U.S.Based)

Bring Your Communication Skills to the Fast-Growing World of Homebuilding

Are you confident on the phone, naturally persuasive, and energized by meaningful conversations? Do you enjoy opening doors, building rapport, and setting the stage for strong client relationships? At MyBuilderCPA, we're not a typical accounting firm -- we're a specialized team helping residential homebuilders simplify their finances and grow with confidence. If you're proactive, goal-oriented, and thrive in a people-first environment, this role could be a great fit.

Founded in 2017, MyBuilderCPA is a remote accounting firm dedicated exclusively to serving residential homebuilders who use QuickBooks Online with BuilderTrend or JobTread. We believe strong client relationships start with strong first conversations -- and that's where you come in.

Learn more about us at: https://www.mybuildercpa.com/

Role Overview: Appointment Setter

We are seeking a U.S.-based Appointment Setter to initiate outbound and inbound conversations with prospective clients and schedule qualified discovery calls for our sales and leadership team. This role focuses on quality conversations, not aggressive selling, and plays a critical role in the growth of our client base.

You will be the first point of contact for many potential clients and help ensure a smooth, professional handoff to the sales team.

Responsibilities

• Conduct outbound calls and follow-ups with prospective clients
• Qualify leads using structured questions to assess fit and readiness
• Clearly communicate MyBuilderCPA's services and value proposition
• Schedule discovery and strategy calls with internal team members
• Maintain accurate notes and activity tracking in the CRM
• Follow up consistently with warm and undecided leads
• Meet or exceed daily and weekly appointment-setting goals
• Collaborate with marketing and sales teams to refine messaging

Qualifications

• 1+ year of experience in appointment setting, inside sales, or outbound prospecting
• Excellent spoken English with a confident, professional phone presence
• Strong listening skills and ability to guide conversations naturally
• Organized, reliable, and self-directed in a remote environment
• Comfortable using CRMs, calendars, and communication tools
• Experience with professional services, accounting, or B2B sales is a plus

Compensation & Perks

• Full-time position
• Competitive base salary plus performance-based bonuses tied to booked and qualified appointments
• Fully remote work environment (U.S.-based)
• Clear KPIs and growth path within the company
• Supportive, collaborative team culture
• OTE 3,500/ month USD

Note: Candidates must be legally authorized to work in the United States and able to work U.S. business hours. This role is not currently eligible for healthcare or retirement benefits but includes performance bonuses and long-term growth potential.

Ready to be the voice that opens the door to meaningful client relationships?

Apply today and grow with MyBuilderCPA.

MyBuilderCPA is an equal opportunity employer.