CareerPlan

Business Development Representative (Audit/Accounting Experience), West Coast

United StatesFull-time2026-10-19 → 2026-11-11
No visa sponsorship

Core

Business Development Representative for an AI Accounting Transformation platform, targeting CFOs and finance leaders to generate new client opportunities.

Role type

Business Development Representative (Sales)

Builds

New client pipeline for an AI accounting automation solution

Domain

Financial Technology (FinTech) / Accounting

Required skills

Audit/Accounting experience, outbound communication, prospecting, Salesforce automation, stakeholder management, sales qualification

Preferred skills

Cold calling, Salesforce.com experience

Technologies

Salesforce

Responsibilities

Cultivate new business opportunities and create outreach strategies to build rapport with senior level executives; Develop and maintain an effective level of understanding of the barriers our clients face while strategizing and identifying solutions; Utilize all available means to create robust and effective prospecting lists; Build effective outbound communication strategies for sales prospecting including phone outreach, email, social media; Meet or exceed daily/weekly activity targets for conversations with key influencers and decision makers; Track progress and document activities in Salesforce automation systems