B2B SDR & Sales Closer for Virtual Bookkeeping Services

About Clarity Financial Consultants Clarity Financial Consultants provides virtual bookkeeping services that help business owners maintain accurate financial records, reduce bookkeeping stress, and gain better visibility into their financial performance. We are looking for a motivated B2B SDR and Sales Closer who can generate qualified opportunities and convert prospects into paying bookkeeping clients. This is a full-cycle sales role involving prospecting, qualification, discovery calls, follow-up, objection handling, and closing. Two-Week Paid Trial The engagement will begin with a paid two-week trial: * 5 hours per week * 10 total hours * $5 USD per hour * 5% commission on the initial payment collected from each qualifying new client personally closed * All hourly and commission payments will be processed through Upwork For example, if a new client makes an initial payment of $1,000, the salesperson will earn a $50 commission in addition to hourly compensation. A sale qualifies for commission after the client accepts our service agreement and the initial payment is successfully received and cleared. Commission excludes taxes, refunds, credits, discounts, and chargebacks. The 5% commission applies to the client’s initial payment only. It does not apply to future recurring payments unless otherwise agreed in writing. Responsibilities * Research and identify qualified small-business prospects * Conduct outbound outreach through email, LinkedIn, phone, and other approved channels * Respond professionally to interested prospects * Qualify leads based on need, urgency, budget, authority, and fit * Conduct discovery and sales calls * Identify bookkeeping problems and explain how our services can help * Present Clarity Financial Consultants’ services clearly and confidently * Handle questions and objections ethically * Follow up consistently until the prospect makes a decision * Maintain accurate prospect notes and pipeline stages * Provide a short weekly activity and pipeline report * Share feedback that could improve our offer and sales process Required Qualifications * Previous experience in B2B sales, appointment setting, business development, or closing * Experience with outbound prospecting * Strong spoken and written English * Confidence conducting discovery calls and handling objections * Ability to communicate value without using manipulative sales tactics * Consistent and organized follow-up * Ability to work independently with limited supervision * Reliable internet and a professional environment for calls * Availability during agreed business hours Preferred Experience * Selling bookkeeping, accounting, tax, fractional CFO, or other professional services * Selling recurring monthly services to small businesses * Understanding common bookkeeping problems * Experience using CRM and prospecting tools * Familiarity with LinkedIn Sales Navigator, cold email, or cold calling How Performance Will Be Evaluated Because the trial is limited to 10 hours, performance will not be judged solely on closed sales. We will also evaluate: * Quality of prospects selected * Quality and consistency of outreach * Qualified conversations generated * Discovery calls booked * Qualification and objection-handling ability * Follow-up discipline * Pipeline and CRM accuracy * Professionalism, reliability, and communication * Sales closed where the sales cycle permits Strong performance may lead to ongoing freelance work with Clarity Financial Consultants and additional hours. Continued work is not guaranteed and will depend on results and reliability. How to Apply Begin your proposal with the words **“CLARITY SALES”** so we know you read the entire description. Please answer these questions: 1. Which B2B services have you previously sold? 2. Were you responsible for prospecting, closing, or both? 3. What was the average price of the service? 4. What measurable sales results did you achieve? 5. What was your approximate close rate? 6. How would you respond to a prospect who says, “My accountant already handles my bookkeeping”? 7. Which CRM, prospecting, email, LinkedIn, and calling tools have you used? 8. Are you comfortable with a two-week trial of 5 hours per week at $5 per hour plus 5% commission on the initial collected payment? 9. What is your time zone and availability? Please provide specific, honest answers. Generic claims such as “I am an expert closer” will not be considered without evidence or examples.