Job Overview

Our client is looking for a dedicated Business Development Specialist to serve as the voice of the firm to a ready-made list of approximately 1,000 local bookkeepers—no cold prospecting required. In this role, you will introduce the firm's tax services, explain how bookkeepers can earn by referring clients, and turn conversations into active referral partnerships. You will own the follow-up process, shape a structured referral network that directly drives the firm's reach and growth, and support local small business events and event organizer outreach as time allows.

Schedule: Remote, Part Time | Monday - Friday, US Business Hours (flexible within Central Time [CT]) (20 work hours per week)

Responsibilities

• Call and email a provided list of roughly 1,000 local bookkeepers to introduce the firm's tax services
• Clearly explain the firm's services and how bookkeepers can earn incentives by referring clients
• Build, shape, and maintain a structured referral network that increases the firm's local reach
• Conduct consistent, organized follow-ups with interested bookkeepers to convert conversations into active referral partnerships
• Support attendance at local small business events and connect with event organizers to grow the firm's presence

Requirements

• Prior experience in outbound calling, sales, or appointment setting
• Confident phone manner and strong verbal communication skills
• Strong written communication skills for crafting professional follow-up emails
• Proven ability to handle objections and rejection with resilience
• Ability to work independently and stay highly organized across a large contact list
• Willingness to assist with local event outreach and attendance

Nice to Have:

• Experience in referral, partnership, or channel-style outreach
• Familiarity with the bookkeeping, accounting, or tax industry
• Experience maintaining organized contact lists and tracking follow-up pipelines

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

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