High-End Sales Call Setter / Enterprise SDR – CFO, Tax & Treasury
Senior Call Setter / Enterprise SDR – CFO, Tax & Treasury
Phone-first outbound role. High standards. High accountability. Significant upside for proven performers.
Difficult work
Relentless dialing
Senior decision-makers who don't take calls
Voicemails unreturned
High stakes
Exceptional pay for those who produce.
About Renewable Credit Management (RCM)
Renewable Credit Management (RCM) works at the center of one of the fastest-growing markets in corporate finance: transferable renewable energy tax credits.
We work alongside CPAs, tax attorneys, and finance executives to help corporations procure and manage transferable renewable tax credits. Our team operates in a high-trust, high-performance environment built around professionalism, precision, and results.
We are hiring a high-performing outbound professional to open doors with CFOs, Heads of Tax, Treasury leaders, and other senior finance decision-makers inside large companies.
About the Role
This is a phone-first outbound role focused on setting qualified introductory meetings for our senior advisory team.
You will be calling into sophisticated organizations where access is earned, not given. You will need to navigate gatekeepers, earn credibility quickly, and communicate with senior financial and tax professionals in a polished, concise way.
This is not an entry-level appointment-setting job. It is a performance role for someone who can consistently create opportunities with high-level decision-makers.
What You’ll Do
• Prospect and call target companies daily, with phone outreach as your primary channel
• Navigate gatekeepers and reach senior finance decision-makers, including CFOs, Heads of Tax, Treasurers, Controllers, and VP Finance leaders
• Secure qualified introductory meetings for our senior advisory team
• Communicate credibly with CPAs, tax attorneys, and finance executives
• Maintain daily activity reporting and pipeline visibility
• Take ownership of performance, preparation, and continuous improvement
What Success Looks Like
• Consistent outbound activity with strong call discipline
• Professional, credible conversations with senior financial buyers
• 1–2 qualified meetings set per day, on average
• Reliable follow-through, reporting, and coachability
What We’re Looking For
• Proven success in outbound B2B prospecting or meeting-setting
• Experience reaching senior decision-makers, preferably in finance, accounting, tax, treasury, advisory, legal, or professional services
• Strong phone presence: confident, concise, credible under pressure
• Ability to think quickly, handle resistance, and stay composed
• High personal accountability and consistency in a remote environment
• Coachable mindset and willingness to rehearse and refine your approach
Preferred Background
• Enterprise SDR / BDR experience
• Business development in financial services, tax, accounting, consulting, legal, or adjacent markets
• Experience booking meetings with CFOs, Controllers, Heads of Finance, Tax, Treasury, or similar C-suite executives
Minimum Qualifications
• Bachelor’s degree or equivalent professional experience
• Verifiable track record in outbound B2B sales, prospecting, or call setting
• Ability to work remotely with structure, discipline, and daily accountability
Compensation
• Base salary: $80,000
• Significant performance upside; top performers may earn $200,000+
• Fully remote
Screening Process
We hire based on performance, not claims. Finalists will be asked to:
• provide proof of past results
• complete a predictive aptitude assessment
• participate in a live rehearsal / call simulation
• show that they can take coaching and improve quickly
How to Apply
Please submit:
• your résumé
• a short note explaining why you are a good fit
• your typical daily call volume
• the senior-most titles you have booked meetings with
• the average number of qualified meetings you set per month in your most recent role
Success at RCM earns uncommon income, proximity to elite operators, and a seat in one of the fastest-growing markets in corporate finance. We are a CPA/Attorney-oriented organization built on professionalism and results. If this role energizes you, we want to hear from you.
Pay: $80,000.00 - $200,000.00 per year
Benefits:
• Flexible schedule
Application Question(s):
• Do you have a proven track record navigating gatekeepers and reaching senior financial decision-makers (CFO, Head of Tax, Treasury, VP Finance)?
• Do you have proven experience securing introductory meetings with senior financial decision makers at Fortune 500 and Fortune 1000 companies?
• What was your average daily call volume?
• How many qualified meetings did you personally set per month in your last role?
Work Location: Remote
Apply tot his job
Apply To this Job
Phone-first outbound role. High standards. High accountability. Significant upside for proven performers.
Difficult work
Relentless dialing
Senior decision-makers who don't take calls
Voicemails unreturned
High stakes
Exceptional pay for those who produce.
About Renewable Credit Management (RCM)
Renewable Credit Management (RCM) works at the center of one of the fastest-growing markets in corporate finance: transferable renewable energy tax credits.
We work alongside CPAs, tax attorneys, and finance executives to help corporations procure and manage transferable renewable tax credits. Our team operates in a high-trust, high-performance environment built around professionalism, precision, and results.
We are hiring a high-performing outbound professional to open doors with CFOs, Heads of Tax, Treasury leaders, and other senior finance decision-makers inside large companies.
About the Role
This is a phone-first outbound role focused on setting qualified introductory meetings for our senior advisory team.
You will be calling into sophisticated organizations where access is earned, not given. You will need to navigate gatekeepers, earn credibility quickly, and communicate with senior financial and tax professionals in a polished, concise way.
This is not an entry-level appointment-setting job. It is a performance role for someone who can consistently create opportunities with high-level decision-makers.
What You’ll Do
• Prospect and call target companies daily, with phone outreach as your primary channel
• Navigate gatekeepers and reach senior finance decision-makers, including CFOs, Heads of Tax, Treasurers, Controllers, and VP Finance leaders
• Secure qualified introductory meetings for our senior advisory team
• Communicate credibly with CPAs, tax attorneys, and finance executives
• Maintain daily activity reporting and pipeline visibility
• Take ownership of performance, preparation, and continuous improvement
What Success Looks Like
• Consistent outbound activity with strong call discipline
• Professional, credible conversations with senior financial buyers
• 1–2 qualified meetings set per day, on average
• Reliable follow-through, reporting, and coachability
What We’re Looking For
• Proven success in outbound B2B prospecting or meeting-setting
• Experience reaching senior decision-makers, preferably in finance, accounting, tax, treasury, advisory, legal, or professional services
• Strong phone presence: confident, concise, credible under pressure
• Ability to think quickly, handle resistance, and stay composed
• High personal accountability and consistency in a remote environment
• Coachable mindset and willingness to rehearse and refine your approach
Preferred Background
• Enterprise SDR / BDR experience
• Business development in financial services, tax, accounting, consulting, legal, or adjacent markets
• Experience booking meetings with CFOs, Controllers, Heads of Finance, Tax, Treasury, or similar C-suite executives
Minimum Qualifications
• Bachelor’s degree or equivalent professional experience
• Verifiable track record in outbound B2B sales, prospecting, or call setting
• Ability to work remotely with structure, discipline, and daily accountability
Compensation
• Base salary: $80,000
• Significant performance upside; top performers may earn $200,000+
• Fully remote
Screening Process
We hire based on performance, not claims. Finalists will be asked to:
• provide proof of past results
• complete a predictive aptitude assessment
• participate in a live rehearsal / call simulation
• show that they can take coaching and improve quickly
How to Apply
Please submit:
• your résumé
• a short note explaining why you are a good fit
• your typical daily call volume
• the senior-most titles you have booked meetings with
• the average number of qualified meetings you set per month in your most recent role
Success at RCM earns uncommon income, proximity to elite operators, and a seat in one of the fastest-growing markets in corporate finance. We are a CPA/Attorney-oriented organization built on professionalism and results. If this role energizes you, we want to hear from you.
Pay: $80,000.00 - $200,000.00 per year
Benefits:
• Flexible schedule
Application Question(s):
• Do you have a proven track record navigating gatekeepers and reaching senior financial decision-makers (CFO, Head of Tax, Treasury, VP Finance)?
• Do you have proven experience securing introductory meetings with senior financial decision makers at Fortune 500 and Fortune 1000 companies?
• What was your average daily call volume?
• How many qualified meetings did you personally set per month in your last role?
Work Location: Remote
Apply tot his job
Apply To this Job