Contract: Full-time Remote Contractor (40 hours weekly / 160 hours monthly)
Business Hours: Monday to Friday from 9 AM - 5 PM PST
Rate:
- $10 - $18.75 hourly / (Salary negotiable based on experience and location)
- Commission is included for every closed sale
Availability to Start: Immediately
What You'll Do
As a Business Development Representative, you'll be responsible for driving revenue growth by identifying, engaging, and closing high-value clients for the firm. Success in this role means combining strong outbound sales skills with relationship-building expertise to convert prospects into long-term clients. You'll focus on lead generation, cold calling, appointment setting, and closing deals, while also supporting CRM management and accurate sales reporting. Your day-to-day responsibilities will include:
Lead Generation & Sales:
- Sales Strategy & Funnel Creation: Build and implement the firm's B2B sales strategy from the ground up, defining target markets, buyer personas, and value propositions while creating the lead-generation and conversion funnel.
- B2B Sales & Closings: Engage decision-makers (CFOs, finance directors, business owners) to present and close high-value service agreements, focusing on long-term relationships and recurring engagements.
- Closing Sales: Manage the full sales cycle while meeting monthly and quarterly revenue goals.
- Lead Generation & Nurturing: Research and qualify businesses that fit the firm's client profile, keep prospects engaged, and support decision-making.
- Cold Calling & Appointment Setting: Conduct outreach via calls and emails to introduce services, uncover client needs, and schedule consultations.
- Sales Pipeline Management: Maintain and update the CRM to track leads, client interactions, proposals, and deal progress.
- Sales Metrics & Reporting: Monitor conversion rates, engagements, and revenue; provide reports on pipeline status and campaign effectiveness.
- Marketing Collaboration: Partner with Marketing to plan initiatives such as email campaigns, thought-leadership content, and basic SEO strategies to attract qualified prospects.
Client Services and Administrative Support:
- Client Assistance: Respond promptly to inquiries across phone, email, and SMS to ensure client satisfaction and address service-related questions.
- CRM & Records Management: Maintain accurate and up-to-date client records, proposals, and engagement details.
- Document & Report Preparation: Support proposal drafting, engagement letters, financial plans, and presentation decks.
- Task Coordination: Help schedule meetings, coordinate tasks, and assist with client onboarding and project delivery.
What You Should Have
Must-haves:
- Minimum of five years in Sales Development, Business Development, Lead Generation, or Outbound Sales, preferably within B2B Professional Services (Accounting, Finance, Operations, or Consulting).
- At least two years of remote work experience with clients in the US, UK, Canada, or Australia, with proven adaptability to international business practices.
- At least two years managing high-value B2B sales, with a strong record of prospecting, presenting tailored solutions, and closing consulting or accounting engagements.
- Solid understanding of marketing strategies such as social media campaigns, thought-leadership content, and basic SEO to support lead generation.
- Strong ability to represent the firm's brand and value proposition to executives, finance leaders, and business owners.
- Proficient in CRM software (e.g., GoHigh Level or similar) to track leads, manage client relationships, and maintain accurate pipelines.
- Skilled at converting qualified leads into long-term, high-value engagements while delivering excellent client service.
- Comfortable with sales and marketing tools (CRM platforms, social media management, email marketing apps) and project management systems like Monday.com, Google Workspace, and VOIP phone systems.
- Excellent written and verbal English communication skills for working with international clients.
- Professional and empathetic in client interactions, with the ability to understand financial and consulting needs.
- Highly organized, able to manage multiple priorities independently, and meet deadlines in a fast-paced remote environment.
Nice-to-haves:
- Background in accounting, finance, or management consulting, or experience selling professional services in these industries.
- Knowledge of tax, audit, or financial advisory services to better understand client needs and value propositions.
- Familiarity with the US tax and compliance landscapes, particularly for cross-border clients.