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This role sits at the front of the firm’s new business engine, focused on identifying, qualifying and booking high quality audit and accounts opportunities for local offices and Partners. The role is primarily appointment setting and lead qualification. You will not be responsible for closing work. Your success is measured by the quality, relevance and conversion of meetings you set, not by signed fees. You will engage with business owners, CFOs and Finance Directors, qualify suitability for audit and accounts services, and ensure opportunities are routed to the right office or Partner with clear context and information.
Job Responsibility:
Outbound appointment setting and qualification (primary focus)
Inbound lead handling and triage (approximately 20 percent)
CRM and pipeline management (HubSpot)
Partner and office coordination
Requirements:
Minimum 3 to 5 years B2B appointment setting or lead qualification experience within professional services
Experience speaking confidently with CFOs, Finance Directors and business owners
Strong phone presence and structured qualification skills
Ability to follow a defined qualification framework and challenge politely where needed
Strong working experience with HubSpot, including lead management and reporting
Excellent written and verbal communication skills
Comfortable working remotely and independently within UK business hours
Reliable home working setup
Nice to have:
Experience within audit, accounts or accountancy services
Experience qualifying inbound leads and managing shared pipelines
Familiarity with LinkedIn Sales Navigator or similar prospecting tools
Experience working with UK professional services firms from South Africa