Part-Time QuickBooks Outreach & Customer Development Assistant

Our product helps businesses and bookkeeping firms protect their QuickBooks data, understand exactly what changed, and recover from accidental deletions, incorrect imports, app synchronization issues, and other mistakes. We are looking for someone whose primary goal will be to help us acquire customers—especially bookkeeping firms, accountants, QuickBooks ProAdvisors, and fractional CFO firms. What You Will Do You will be responsible for identifying suitable prospective customers, starting conversations, following up, and helping interested prospects try our product. Your work will include: Researching bookkeeping and accounting firms that use QuickBooks Online Prioritizing firms that manage multiple QuickBooks companies Identifying the appropriate owner, partner, or operations contact Writing personalized outreach emails and LinkedIn messages Following up thoughtfully with prospects Explaining value in clear, non-technical language Scheduling product demonstrations with the founder Eventually conducting basic product demonstrations after training Helping prospects connect their first QuickBooks company Following up with trial users and helping them become paying customers Maintaining an organized record of prospects, conversations, and outcomes Sharing common objections and feedback so we can improve the product and messaging This is not a high-volume spam or list-building role. We care more about relevant prospects and genuine conversations than the number of messages sent. Ideal Candidate You may be a strong fit if you have experience in one or more of the following: QuickBooks Online bookkeeping Working as a bookkeeping or accounting virtual assistant Supporting QuickBooks users Lead generation for accounting or financial-service businesses Customer development or appointment setting Selling or supporting a B2B SaaS product You should: Understand basic QuickBooks Online terminology and workflows Have excellent written English Be comfortable communicating with accountants and business owners Be able to write messages that sound personal rather than automated Be organized and consistent with follow-ups Be curious about why prospects do or do not purchase Be comfortable learning a technical product Focus on customer outcomes rather than simply completing tasks Direct sales experience is helpful but not required. We would rather hire someone who understands bookkeepers and QuickBooks and can learn outreach than a generic salesperson with no accounting knowledge. Target Customers Your primary targets will be: Bookkeeping firms managing multiple QuickBooks Online companies Independent QuickBooks ProAdvisors Fractional CFO and outsourced accounting firms QuickBooks cleanup, migration, and consulting specialists Firms that perform bulk imports or manage complex client books