Job Overview:

Are you an experienced B2B lead generation specialist skilled at turning warm prospects into high-value opportunities using Zoho CRM?

Our client is seeking a proactive B2B Lead Nurture & Appointment Setter to drive business development by engaging existing databases, inbound leads, and targeted prospects. In this revenue-focused role, you will be the engine behind a high-volume outreach operation, initiating relationships and scheduling qualified appointments directly with the Founder/CEO. We are looking for candidates with a strong background in lead generation, professional services, financial services, luxury, or B2B sales support who excel at pipeline movement. If you have hands-on experience tracking outreach in Zoho CRM (or a similar platform) and a passion for strategic client acquisition, we want to hear from you. 

Client Overview:

Our client is a fast-growing wealth management firm focused on wealth strategy, legacy planning, private membership, and media businesses.

Schedule:

Monday - Friday, 10:00 AM - 12:00 PM and 2:00 PM - 4:00 PM EST (20 work hours per week)

Responsibilities:

• Manage and work existing prospect and lead lists, researching and qualifying new prospects within defined target markets.
• Conduct approved outreach through email, LinkedIn, phone, and other designated channels.
• Follow up consistently with prospects who demonstrate interest (open, click, respond, subscribe) and convert them into scheduled discovery or membership conversations.
• Maintain accurate prospect stages, notes, follow-up dates, tags, and activity in Zoho CRM, supporting both automated and manual nurture campaigns.
• Manage appointment scheduling and confirmations, and actively re-engage warm and dormant prospects.
• Support prospecting for our client's wealth strategies, private membership, and media divisions.
• Provide a concise weekly pipeline report showing outreach, responses, qualified leads, appointments scheduled, and opportunities created.
• Identify prospects requiring personal follow-up from the Founder/CEO and escalate them promptly.

Requirements:

• Confident communicating with accomplished professionals, executives, entrepreneurs, business owners, and affluent consumers.
• Polished and persistent without being aggressive.
• Highly organized and comfortable with CRM technology.
• Excellent verbal and written communication skills with the ability to converse naturally rather than relying on generic sales scripts.
• Strong understanding of scope boundaries: ability to identify prospective clients and schedule qualified conversations without providing financial or investment advice.

Qualifications:

• Prior experience using Zoho CRM or a similar CRM platform for outreach tracking.
• Background in lead generation, appointment setting, professional services, financial services, luxury, membership, media, or B2B sales support.

Compensation & Perks:

• Stable base compensation plus a highly competitive performance incentive structure ($10 per qualified appointment actually held; 5% of the first payment collected on eligible revenue).
• Uncapped total incentive earnings during the introductory period, with potential for quarterly discretionary bonuses based on strong performance.
• Clear path to growth: a strong performer may assume greater responsibility for pipeline management, business development, and revenue operations as our client's business expands.
• Fully remote engagement, working within a structured, tool-supported environment.
• Make a direct impact on business development and revenue generation from day one.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.