Job Description

• 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.

• 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

• Previous experience working within the finance or accounting industry.

• 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.