Sales Development Representative, Part-Time

🕒 March 24

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CounselFi

WebsiteLinkedInAll Job Openings

11 - 50 employees

🤝 B2B

💸 Finance

B2B • Finance

CounselFi is a mission-driven B-Corp that provides on-demand CFO and bookkeeping services for growing businesses. They offer month-to-month membership tiers that assign a dedicated CFO alongside a full-stack finance support team, delivering strategic planning, cash-flow modeling, KPI guidance, and hands-on operational finance support through an integrated dashboard and recommended tech stack. CounselFi targets small and mid-size companies seeking Fortune-500–level financial management at a fraction of the cost, with transparent pricing and a money-back value guarantee.

📋 Description

• Conduct 15-20 strategic cold calls per hour to targeted prospects using our ZoomInfo + HubSpot lead generation system • Augment your calling with strategic email and LinkedIn outreach to create multiple touchpoints • Help refine and evolve our outreach messaging and strategy across all channels based on real-world feedback and results • Identify and qualify prospective clients who would benefit from our CFO expertise • Document prospect feedback to help improve our value proposition • Schedule discovery calls for qualified prospects with our leadership team • Contribute to the development of our sales process during this exciting growth phase

🎯 Requirements

• Proven comfort with cold calling and the resilience to persevere through rejection • Natural ability to build rapport quickly and communicate complex value propositions clearly • Self-starter mentality with the ability to work independently while following structured processes • Genuine interest in business finance and helping companies grow • Experience with CRM systems (HubSpot experience a plus) • Strong listening skills and ability to identify prospect pain points

🏖️ Benefits

• Direct Mentorship: Work alongside and learn directly from our founder and CEO • Meaningful Impact: Connect businesses with financial expertise that transforms their ability to execute their strategy • Best-in-Class Tools: Leverage our fully built-out CRM and lead generation systems (HubSpot + ZoomInfo) — we provide access and training • Supportive Resources: Access to sales enablement materials including custom infographics and webinars • Growth Opportunity: Help shape our sales process during a pivotal growth phase • Purpose-Driven Work: Join a B-Corp committed to positive business impact