B2B Sales Development

We are seeking a proactive Sales Development Assistant to join our remote team. The role focuses on B2B lead generation and appointment setting for UK clients, working four hours per day aligned with UK business hours.

Key Responsibilities

• Review and prioritize leads from marketing campaigns.
• Contact prospective clients via phone, email, and LinkedIn.
• Qualify prospects and understand their accountancy, taxation, and technology needs.
• Book qualified meetings with the UK sales team.
• Maintain accurate and up-to-date CRM records for all interactions.
• Submit daily performance reports and activity metrics before end of shift.
• Meet daily activity targets (calls, emails, LinkedIn messages) and weekly meeting quotas.

Required Qualifications

• Minimum 2 years of B2B lead generation or appointment‑setting experience.
• Proven experience contacting UK business clients.
• Excellent spoken and written English with strong telephone etiquette.
• Proficiency with CRM systems, LinkedIn, Outlook and online calendar tools.
• Strong time‑management, commercial awareness and attention to detail.
• Ability to work independently with minimal supervision.

Nice to have

• Experience in accountancy, taxation or financial services.
• Familiarity with SaaS or AI‑enabled financial technology solutions.
• Prior experience using specific CRM platforms such as Salesforce or HubSpot.