Appointment Setter VA

Tavor Perry; Tanjay; On-site; PHP 201,000 - 335,000; Full time

Job summary

Tavor Perry is seeking an experienced Outbound Calling Specialist to start conversations with business owners. You will follow up on letters and emails, assess openness to confidential discussions, and book qualified calls with our leadership team.

The role demands a mature, articulate phone professional with sound judgment and discretion in sensitive conversations. You will call owners, reference prior outreach, and schedule 20–30 minute meetings with the leadership team.

Qualifications

• Proven outbound calling experience with business owners or decision-makers.
• Excellent spoken English with a professional, mature phone presence.
• Strong judgment and discretion in sensitive conversations.
• Experience setting appointments and managing callbacks.
• Accurate CRM logging of calls and dispositions.

Responsibilities

• Call business owners from a provided list and reference prior outreach.
• Introduce the firm professionally and probe interest in confidential discussions.
• Book 20–30 minute calls with the leadership team.
• Set and manage callbacks and follow-ups to avoid missed opportunities.
• Log every call with clear notes and dispositions in the CRM.
• Pass substantive questions to leadership without discussing price or terms.
• Handle conversations tactfully and maintain strict confidentiality.
• Learn industry terms to hold credible conversations.

Skills

Outbound calling

English speaking

Discretion/confidentiality

Appointment setting

CRM logging

Industry terminology

Professional calling environment

Written communication

Tools

HubSpot CRM

Salesforce

Pipedrive

Calendly/Google Calendar

Job description

Job Summary:
We’re an investment firm looking to acquire an established, well-run business, and we’re in the process of hiring a polished Outbound Calling Specialist to start conversations with business owners. You’ll follow up on letters and emails we’ve already sent, learn whether each owner is open to a confidential discussion, and book qualified calls with our leadership team. This position calls for a mature, articulate phone professional with sound judgment, a natural conversational style, and the discretion to handle sensitive conversations with care.

Key Responsibilities:

• Call business owners from a provided list, referring back to our earlier letter or email outreach

• Introduce our firm professionally and ask whether the owner would be open to a confidential conversation about a potential transaction

• Book 20 to 30 minute calls directly into our leadership team’s calendar for interested owners

• Set and manage callbacks and future follow-up dates so no opportunity slips

• Log every call in our CRM with an accurate disposition and clear, concise notes

• Pass substantive questions to our leadership team without discussing price, valuation, or deal terms

• Handle every conversation tactfully and with strict confidentiality

• Learn key industry terms and talking points well enough to hold credible, natural conversations

Mandatory Skills:

• Proven outbound calling experience with U.S. business owners or senior decision-makers

• Excellent spoken English with a professional, mature, and conversational phone presence

• Strong judgment and discretion in sensitive or confidential conversations

• Experience setting appointments and managing callbacks and follow-ups

• Comfortable logging calls, dispositions, and notes accurately in a CRM

• Quick learner who is comfortable picking up industry terminology at a working level

• Reliable internet connection and a quiet, professional calling environment

• Composed, meticulous, and self-reliant

• Strong verbal and written communication skills

Preferred Skills:

• Experience in M&A, business brokerage, private equity, or deal sourcing outreach

• Experience calling owners of small and mid-sized businesses

• Familiarity with CRM platforms such as HubSpot, Salesforce, or Pipedrive

• Experience booking meetings with tools such as Calendly or Google Calendar

• Background following up on direct mail or email outreach campaigns

• Exposure to regulated or specialized service industries

Why Join Us:
You’ll be the first voice many business owners hear from our firm, and your conversations will directly shape the opportunities our team pursues. We offer a professional, supportive environment, close collaboration with experienced leaders, and a real inside view of how business acquisitions come together.