Appropriate Accounting Services · 20 hours ago
Growth & Client Success Associate
United States
Contract
Hybrid
Entry, Mid Level
2+ years expAppropriate Accounting Services is a company that provides tax, accounting, and CFO advisory services. They are seeking a high-grit, entrepreneurial Growth & Client Success Associate to manage their revenue engine through outbound sales, strategic marketing, and client success efforts.
Accounting
Responsibilities
Execute high-volume outreach via LinkedIn, email, and phone to secure advisory services
Act as the first point of contact for all inbound inquiries. Respond to leads, qualify them against our Ideal Client Profile (ICP), and bridge the gap between initial interest and a signed agreement
Partner with the Firm Owner to iterate on niche-specific messaging and execute demand-gen campaigns
Manage trial period engagements, serving as the primary point of contact to ensure satisfaction and conversion to long-term contracts
Maintain 100% accuracy in HubSpot/Zoho, tracking pipeline velocity and conversion metrics
Qualification
Required
2+ years in B2B Sales or Business Development (Financial Services preferred)
Proven ability to work independently in a 100% commission or results-only environment
Exceptional written and verbal communication skills with a focus on consultative selling
Proficiency in CRM (HubSpot/Zoho), LinkedIn Sales Navigator, and Microsoft 365
Company
Appropriate Accounting Services
Appropriate Accounting Services provides tax, accounting and advisory services to individuals and small businesses, both start-up and established.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase