Role: Sales Development Representative (Finance/Accounting Industry Experience Required)
Contract: Part-time Remote Contractor (5 - 20 hours weekly / 20 - 80 hours monthly)
Service Hours: Flexible
Rate: $10 - $13.75 USD hourly (Salary is negotiable based on experience and location)
Availability to Start: Immediately
Additional Benefits: Bonus and commission incentives included
Client's Profile
This US-based accounting and advisory firm supports individuals and businesses with tax preparation, bookkeeping, and Virtual CFO services. They take a hands-on, personalized approach to help clients stay compliant, manage their finances effectively, and make informed decisions for long-term growth.
What You'll Do
As a Sales Development Representative, you will operate as a fractional sales lead, responsible for identifying gaps in the company's current marketing and sales approach, building the supporting infrastructure (SOPs, playbooks, and tech stack), and executing a high-impact outbound strategy. This role is designed for someone who has been there and done that and can comfortably step in, take ownership, and drive results with minimal hand-holding. Your core responsibilities will include the following:
Sales Architecture & SOP Building
- Build the Sales Development function from the ground up, including lead scoring frameworks, outreach cadences, and qualification criteria.
- Create and document SOPs for outbound calls, email sequences, and LinkedIn social selling in collaboration with the company.
- Vet, recommend, and configure the appropriate tools (CRM, outreach platforms, data sources) to ensure a scalable sales process.
Outbound Strategy & Execution
- Identify and qualify high-potential leads using LinkedIn, industry databases, and advanced web research to maintain a strong pipeline aligned with the Ideal Customer Profile (ICP).
- Verify contact details, job titles, and firmographic data to ensure outreach targets the correct decision-makers.
- Execute high-quality outbound outreach across phone, email, and LinkedIn to engage C-suite and senior decision-makers.
- Continuously A/B test messaging and scripts, refining outreach based on performance and real-world feedback.
- Manage the lead funnel to consistently generate warm, qualified meetings for the Founder to close.
Data & Analytics
- Provide weekly reports on outreach volume, open rates, response rates, and conversion ratios (Leads to Discovery Meetings).
- Continuously refine and validate ICP targeting to ensure focus remains on high-probability prospects.
What You Should Have
Must-haves:
- Minimum of 3 years of experience in Sales Development, Business Development, Lead Generation, and Outbound Sales, ideally within B2B professional services (Accounting, Finance, Operations, Consulting or Professional Services).
- At least 2 years of experience working remotely with clients or companies based in the US, UK, Canada, and/or Australia, with demonstrated ability to adapt to international business practices
- At least 1 year of experience managing B2B sales, with a proven track record of identifying prospects, presenting tailored solutions, and pitching and closing professional services engagements.
- Strong understanding of marketing fundamentals, including social media campaigns, thought-leadership content, and basic SEO to support lead generation efforts.
- Ability to confidently represent the firm's brand and value proposition to executives, finance leaders, and business owners.
- Experience using CRM platforms (e.g., GoHighLevel or similar) to track leads, manage client relationships, and maintain accurate pipelines.
- Strong sales and client service orientation, with the ability to convert qualified leads into long-term, high-value engagements.
- Proficiency with sales and marketing tools, including CRM systems, email marketing platforms, and social media tools.
- Comfortable using project management and collaboration tools such as Monday.com, Google Workspace, and VoIP systems.
- Excellent written and verbal English communication skills, with the ability to communicate clearly and professionally with international clients.
- Demonstrated ability to engage clients with professionalism and empathy, while understanding and aligning to their financial and consulting needs.
- Strong organizational and time management skills, with the ability to manage multiple priorities, work independently, and meet deadlines in a fast-paced remote environment.
Technology Specifications:
- Minimum 100 Mbps Internet Speed
- Windows 11 or MacOS 15 Sequoia
- Minimum Intel i5 8th gen with 8GB RAM or Apple M1 chip with 8GB RAM
- Webcam and Headset
- Designated Office Space in your Home
Who You Are
We are hoping you are someone who:
- Thinks beyond individual tasks and understands how daily activities impact the overall sales funnel and pipeline performance.
- Can self-audit performance, identify gaps, and implement improvements with minimal direction.
- Reads prospect sentiment well and adjusts communication style in real time based on the situation.
- Adapts quickly when strategies are underperforming and uses data to guide decisions objectively.