Financial Sales Representative
3 days ago
We're Hiring: Bookkeeping Sales Representative (Finance Background Preferred)
Scalech is lookout for a
driven, finance-savvy Sales Representative
to join our expanding team
If you have a background in
Finance, Accounting, or Bookkeeping
and enjoy helping businesses stay financially organized, this is your chance to be part of a fast-moving, client-focused environment.
About the Role:
As a Bookkeeping Sales Representative, you'll be responsible for identifying and enrolling clients who need professional bookkeeping services. You'll consult with small and medium-sized business owners, understand their financial challenges, and offer tailored bookkeeping solutions powered by Scalech's expertise.
Key Responsibilities:
- Reach out to and engage potential clients through calls, emails, and LinkedIn outreach
- Understand client pain points related to bookkeeping and present our service solutions effectively
- Collaborate with the internal accounting team to ensure smooth onboarding
- Build and maintain strong client relationships for long-term success
- Meet and exceed monthly sales and onboarding targets
Requirements:
Background in
Finance, Accounting, or related field
(required)
Proven experience in
sales, business development, or client acquisition
Excellent communication and negotiation skills
Ability to explain bookkeeping and financial services in a simple, value-driven way
Self-motivated, goal-oriented, and comfortable working remotely
Why Join Scalech:
- Work with a passionate and professional team
- Earn a competitive commission structure
- Help small businesses simplify their finances
- Opportunity for long-term growth within the company
If you're passionate about finance, love connecting with clients, and want to play a key role in growing a modern bookkeeping brand — we'd love to hear from you.
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