Lead Generation Specialist - U.S. Accounting & Finance Services

Posted yesterday

Worldwide

Summary

We are a new offshore accounting and finance advisory firm looking for an experienced Lead Generation / Business Development Specialist who has specifically worked with U.S.-based accounting, CPA, finance, or professional services firms. This is not a generic lead list building role. We are looking for someone who understands the U.S. market, can identify the right businesses and decision makers, and can develop a cost effective process for generating qualified opportunities and converting them into long term clients. Our Services We provide offshore finance and accounting support to U.S. businesses, including: • Transaction Advisory / M&A support • Fractional CFO / FCFO services • Bookkeeping & accounting • Payroll management • Financial planning & analysis • DTC / E-commerce financial reporting and FCFO Databook We are particularly interested in targeting DTC / E-commerce brands that operate through platforms such as Amazon, Shopify, etc. Who We Want to Reach Our primary targets are business owners, founders, CEOs, and other decision makers of U.S. based businesses. We are looking for someone who can help us: • Identify the right target markets and customer profiles • Develop qualified lead lists • Reach business owners/decision makers • Build relationships rather than simply sending mass outreach • Develop cost effective outbound lead generation strategies • Test different channels and messaging • Generate qualified meetings and ultimately help onboard clients What We're Looking For Please apply only if you have specific experience generating leads for U.S. based accounting, CPA, bookkeeping, CFO, financial advisory, or similar professional service firms. Experience with DTC / E-commerce businesses is a strong plus. In your proposal, please tell us: 1. What type of U.S. accounting/finance clients have you previously helped? 2. How did you identify and reach the decision makers? 3. What channels have worked best for you (LinkedIn, email, cold calling, partnerships, etc.)? 4. How did you turn leads into actual meetings or clients? 5. What would you recommend as a cost effective strategy for a new firm like ours? 6. Please share a brief example of a successful lead generation campaign you have worked on. 7. Hourly pay rate in $ 8. Time availability (EST hours) We are not looking for someone who simply sends thousands of generic emails or provides scraped contact lists. Quality, targeting, relationship building, and measurable results are much more important. * Please note: We are not looking for PPC option at the moment. This can become a long-term ongoing engagement for the right person, with the potential for performance-based incentives and commissions based on qualified opportunities and clients onboarded. If you have genuinely helped U.S. accounting or financial services firms grow through outbound business development, we'd love to hear about your experience.

  • Not Sure
    Hourly
  • 3-6 months
    Duration
  • Intermediate
    Experience Level
  • Remote Job
  • Complex project
    Project Type

Contract-to-hire opportunity

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Skills and Expertise
Mandatory skills
Market Research
Email Marketing
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:yesterday
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 28, 2026
  • Pakistan
    Karachi7:39 PM
  • Finance & Accounting
    Small company (2-9 people)

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