Appointment Setter

1-800Accountant

Appointment Setter for 1-800Accountant scheduling sales appointments. Completing training program while contacting small-business owners in a fast-paced environment.

Posted 7/23/2026full-timeLargo • Florida • 🇺🇸 United StatesMid-LevelSenior💰 $16 - $18 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong phone presentation and listening skills while effectively engaging small-business owners to schedule appointments. Proficient in utilizing CRM tools like Salesforce to manage leads and enhance client interactions.

Highest-signal resume keywords

Professional Phone PresentationAppointment Setting ExperienceSalesforce ExperienceStrong Work EthicExcellent Listening Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Strong Writing SkillsEnthusiasmPassion for Helping People

Tools & Technologies

Salesforce

Industry Keywords

Outbound CallingLead QualificationConsultationTax ImplicationsPerformance-Based Culture

About the role

Key responsibilities & impact

Complete a PAID TRAINING program that is designed to set you up for success.
The training is 2 days long and consists of listening to live calls and role playing.
Contact and qualify small-business owners to schedule their initial interaction with our sales team utilizing leads that 1-800Accountant provides
Build value in our consultation by educating clients about the tax implications of business ownership as well as upcoming tax deadlines
Heavy phones in a fast paced environment, outbound calling +300 calls daily, comfortable speaking professionally on the phone
Lead one-call-close appointments via telephone

Requirements

What you’ll need

Professional phone presentation, excellent listening skills, and strong writing skills
Previous appointment setting experience is preferred but training will be provided
Ability to read a script as part of the interview process
Be enthusiastic and have a passion for helping people
Salesforce experience preferred (most popular CRM)
Have a strong work ethic and thrive in a performance-based culture
High School Diploma, Associates Degree Preferred
Must be able to work Monday-Friday 9:00am-5:30pm, and are able to pass a background check

Benefits

Comp & perks

Medical
Dental
Vision
FSA
Dependent Care
401K with employer match!
Accrue paid time off days
Growth!
Upward mobility
Diversity