CPT-11338 Outbound Appointment Setter – Payroll Solutions

Job Description

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Title: Independent Contractor – CPT-11338 Outbound Appointment Setter – Payroll Solutions/Business Support VA/Entry-Senior Level (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A growing business services company is seeking an Outbound Appointment Setter to generate qualified appointments for its payroll solutions division.

This role is responsible for making outbound calls to business owners using company-provided lead lists to introduce alternative payroll software solutions and schedule appointments for the sales team. The ideal candidate is comfortable making a high volume of outbound calls, following proven sales scripts, and professionally representing the company’s services.

The company will provide lead lists, Salesforce CRM access, and call scripting. Success in this role is measured by outbound activity, quality conversations, and qualified appointments booked.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Outbound Prospecting

• Make outbound calls to prospective business clients

• Introduce payroll software solutions and services

• Qualify prospects using provided criteria

• Schedule appointments for the sales team

• Maintain daily outbound call goals

CRM Management

• Update Salesforce after every interaction

• Document call outcomes and notes

• Maintain accurate prospect records

• Track appointment activity and follow-up tasks

Sales Support

• Utilize company-provided call scripts

• Handle basic objections professionally

• Confirm scheduled meetings

• Communicate appointment details to the sales team

• Maintain organized prospect pipelines

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

• Previous outbound calling experience required
• Appointment setting experience preferred
• B2B sales experience preferred
• Salesforce CRM experience preferred
• Excellent written and verbal English communication
• Native or near-native English speaking ability required

IDEAL CANDIDATE PROFILE

• Confident and professional phone presence

• Comfortable making high volumes of outbound calls

• Strong communication and relationship-building skills

• Organized and detail-oriented

• Self-motivated and results-driven

• Comfortable following established sales processes

APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED

• Salesforce

• Microsoft Office

• Google Workspace

Work Schedule

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: TBD EST

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

Role Summary & Requirements

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Entry, Junior, Senior Level
• Contracted Hours per Week: 40 hours/week
• Daily Working Time: TBD EST
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Level A-B (Native or Near-Native English accent required)
• REGION PREFERENCES: Any

What we offer

• Competitive rates
• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you
• And more!