Job Summary

We are seeking a agile and proactive B2B Appointment Setter and Account Manager to join our growing team at MyBookly. In this role, you will oversee inbound client sales inquiries and calls, set qualified appointments, and nurture existing client relationships through consistent follow-up meetings. You'll also work closely with the team to ensure clients complete and sign required company documents.

Your professionalism, communication skills, and organizational ability will be key as you support both recent client acquisition and existing client retention.

Duties
Oversee and respond to inbound client sales inquiries and calls, ensuring timely and professional engagement.
Set qualified appointments for the sales/advisory team by coordinating calendars and confirming relevant client details.
Nurture current clients through regular follow-up meetings to maintain strong, long-term relationships.
Work with the team to ensure clients complete and sign necessary company documents (e.g., engagement letters) in a timely manner.
Maintain accurate records of client interactions, appointments, and document statuses within CRM systems such as Go High Level.




Collaborate with marketing and sales teams to refine outreach strategies and improve client experience.
Support business development activities as needed, tailoring communication to each client's needs.

Qualifications
Past experience in marketing and sales, ideally in a client-facing role.
Experience using Go High Level or a similar CRM platform.
Experience in the accounting service industry or a similar qualified services field.
College diploma or greater.
Strong communication and interpersonal skills with the ability to build rapport quickly.
Highly organized with strong attention to detail for managing appointments and client documentation.
Customer service-oriented mindset with a focus on long-term client relationships.

Join our team to grow your career while helping clients navigate their accounting and advisory needs! We value motivated, detail-oriented professionals who thrive in a collaborative workplace and are eager to make a meaningful impact through robust client relationships and reliable follow-through. Pay: $20.00-$30.00 per hour

Benefits
Casual dress
Company events
Adaptable schedule
On-site parking
Work from home

Work Location: Hybrid remote in Oakville, ON

📌 B Account Manager And Appointment Setter Oakville
🏢 MyBookly
📍 Oakville