CounselFi · 1 day ago
Sales Development Representative (Part-Time)
United States
Part-time
Remote
New Grad, Entry Level
$10/hr - $40/hrCounselFi is a Finance as a Service (FaaS) B-Corp dedicated to providing strategic finance advice to small businesses. They are seeking a motivated Part-Time Cold Calling Sales Representative to help launch a new service offering, engaging directly with the founder and CEO while contributing to the growth of businesses in need of financial guidance.
ConsultingFinanceFinancial Services
Responsibilities
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
Qualification
Required
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
Company
CounselFi
CounselFi focuses on delivering finance expertise and guidance to entrepreneurs and businesses.
Founded in 2021
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Tamara Brenes
Founder & CEO
Company data provided by crunchbase