Part-Time Business Development Representative

We are looking for a proactive, results-oriented Business Development Representative to generate and qualify sales opportunities for a California-based firm specializing in bookkeeping, tax, payroll, HR, and fractional CFO services for small to medium-sized U.S. businesses. This is a setter and qualifier role: the successful candidate must find the right business owners, confirm they are a fit, and book them into consultations with the firm's founder, who leads the close.

The ideal candidate has excellent English communication skills, a proven cold outreach track record, and the ability to engage business owners confidently and professionally.

Key Responsibilities

• Run cold outreach campaigns by phone to small to medium-sized business owners and other prospects to widen the firm’s network.

• Build and maintain targeted prospect lists by industry, business size, and need.

• Run LinkedIn-led outreach to business owners through connection requests, personalized messages, and engagement with their content, supported by email and follow-up calls.

• Write personalized outreach messages and follow-up sequences that get replies.

• Follow up consistently and promptly with every lead until they book or decline.

• Present and sell bundled service packages (for example, bookkeeping + payroll, or bookkeeping + tax + CFO advisory), recommending the right package based on each prospect’s pain points.

• Book discovery calls and consultations with the client, and prepare them with notes on each prospect.

• Log all activity in a CRM (or manually in a tracker), and keep lead records accurate and current.

Qualifications and Requirements

• At least 2 years of experience in outbound sales, business development, or appointment setting, with LinkedIn outreach as a core part of the background.

• A track record of booking meetings with U.S. business owners or decision makers, with numbers to share.

• Excellent English communication skills, both written and verbal, with a confident, professional, and friendly tone for U.S. business owners.

• Comfortable with direct outreach by message and by phone, and handling rejection with persistence and good humor.

• Ability to explain financial services in plain language. An accounting background is not required, but you should be quick to learn how bookkeeping, tax, payroll, and CFO services work.

• Strong organizational skills and follow-through, with the ability to manage a pipeline independently with minimal supervision.

• Ability to handle confidential business information with professionalism and discretion.

• Willingness to strictly follow U.S. outreach rules (TCPA, do-not-call, and CAN-SPAM requirements) and LinkedIn's usage policies, including no unapproved automation tools. Training will be provided.

• Reliable internet with a backup connection, a quiet workspace, a noise-canceling headset, and availability during U.S. Pacific Time business hours.

Preferred Qualifications

• Experience selling professional services, accounting, bookkeeping, payroll, or other B2B services.

• Hands-on experience with LinkedIn Sales Navigator, and familiarity with CRM, data, and outreach tools (such as HubSpot, Apollo, Lusha, or similar), dialers, and scheduling tools.

• Experience supporting a founder-led sales process.

Work Arrangement

• Employment Type: Part-Time

• Work Setup: Fully Remote / Work From Home

• Schedule: 20 hours weekly

• Time Zone: U.S. Pacific Time (PST)

• Working Hours: To be finalized with the client

Ideal Candidate

A self-starter who enjoys starting conversations and building relationships. The selected candidate is cu