Business Development Manager (Inbound Sales)
About Us
We are a premium bookkeeping and advisory firm helping growing businesses gain financial clarity through outsourced bookkeeping, management reporting, and advisory services.
We’re looking for an experienced Business Development Manager who can convert qualified inbound leads into long-term clients while delivering an outstanding customer experience.
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Responsibilities
- Lead Management
- Respond to inbound enquiries within 5–10 minutes during business hours.
- Contact leads via phone, email and SMS.
- Qualify prospects using our qualification framework.
- Book and manage discovery calls.
- Discovery Calls
- Conduct professional discovery calls with business owners.
- Understand business operations and current bookkeeping processes.
- Identify pain points and opportunities.
- Determine whether prospects are a good fit.
- Present our services and pricing where appropriate.
- Sales Pipeline
- Manage opportunities in the CRM.
- Keep detailed notes after every interaction.
- Send follow-up emails and proposals.
- Follow up consistently with prospects until a decision is made.
- Maintain a healthy sales pipeline.
- Client Experience
- Deliver a professional, consultative buying experience.
- Coordinate onboarding with our operations team once a client signs.
- Ensure a smooth transition from sales to service delivery.
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Ideal Candidate
We’re looking for someone who has:
- 3+ years in B2B sales.
- Experience selling professional services.
- Strong phone and video communication skills.
- Experience conducting consultative discovery calls.
- CRM experience (HubSpot, Pipedrive, Salesforce or similar).
- Excellent written communication.
- High attention to detail.
- Strong organisational skills.
- Bonus if you have experience in:
- Accounting
- Bookkeeping
- Finance
- Fractional CFO services
- Professional services
- SaaS
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KPIs
- Success will be measured by:
- Speed to lead.
- Discovery calls completed.
- Qualified opportunities created.
- Proposal conversion rate.
- Client close rate.
- Revenue generated.
- CRM hygiene.
- Client satisfaction during the sales process.
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Compensation
- Base retainer: $500–$1,500/month (depending on hours and experience).
- Performance bonus: $500–$1,000 for each new client that signs and completes onboarding.
- Opportunity to transition into a long-term leadership role as the firm grows.
Pay: $500.00 - $1,500.00 per month
Work Location: Remote
