Remote B2B Appointment Setter – Enterprise Outreach

Rooted Talents; Philippines; Remote; PHP 1,033,000 - 1,722,000; Full time

Job summary

Rooted Talents, a U.S.-based financial services company, is seeking a B2B Telemarketing Representative for remote work from the Philippines. The role focuses on outbound calls to business prospects, identifying decision-makers, and setting qualified appointments for the sales team.

The ideal candidate has prior experience calling U.S. businesses, speaking with decision-makers, and maintaining CRM data in Salesforce or similar platforms.

Qualifications

• Experience in outbound B2B calling and setting appointments for sales teams.
• Strong spoken and written English with professional phone presence.
• Comfortable contacting business owners and executives and navigating gatekeepers.
• Experience working with US-based companies or US business hours, and CRM documentation.

Responsibilities

• Make outbound B2B calls to target prospects and lead lists.
• Identify decision-makers such as owners, controllers, and managers.
• Introduce payment processing and accounts receivable solutions.
• Ask discovery questions to understand needs and fit.
• Qualify prospects and schedule appointments for the sales team.
• Follow up via calls and email as needed.
• Maintain notes, dispositions, and follow-ups in the CRM.

Skills

B2B outbound calling

Appointment setting

CRM experience

English proficiency

Professional phone presence

Remote independent worker

US market experience

Tools

Salesforce

CRM systems

Job description

Rooted Talents, a U.S.-based financial services company, is seeking a B2B Telemarketing Representative for remote work from the Philippines. The role focuses on outbound calls to business prospects, identifying decision-makers, and setting qualified appointments for the sales team.

The ideal candidate has prior experience calling U.S. businesses, speaking with decision-makers, and maintaining CRM data in Salesforce or similar platforms.