About CounselFi
CounselFi is a Finance as a Service (FaaS) B-Corp proudly helping small businesses across a range of industries with strategic finance advice. We engage in exciting work that makes a meaningful impact on startup founders and small business owners. We are committed to overhauling the back-office experience for small business owners, putting strategy at the forefront of decision-making.
The Opportunity
We're seeking a motivated Part-Time Cold Calling Sales Representative to help launch an exciting new service offering. This role offers a unique opportunity to work directly with our founder and CEO while making a meaningful impact on growing businesses that need strategic financial guidance.
What You'll Do
- Conduct 15-20 strategic cold calls per hour to targeted prospects using our ZoomInfo + HubSpot lead generation system
- Augment your calling with strategic email and LinkedIn outreach to create multiple touchpoints
- Help refine and evolve our outreach messaging and strategy across all channels based on real-world feedback and results
- Identify and qualify prospective clients who would benefit from our CFO expertise
- Document prospect feedback to help improve our value proposition
- Schedule discovery calls for qualified prospects with our leadership team
- Contribute to the development of our sales process during this exciting growth phase
What Makes You a Great Fit
- Proven comfort with cold calling and the resilience to persevere through rejection
- Natural ability to build rapport quickly and communicate complex value propositions clearly
- Self-starter mentality with the ability to work independently while following structured processes
- Genuine interest in business finance and helping companies grow
- Experience with CRM systems (HubSpot experience a plus)
- Strong listening skills and ability to identify prospect pain points
Why You'll Love This Role
- Direct Mentorship: Work alongside and learn directly from our founder and CEO
- Meaningful Impact: Connect businesses with financial expertise that transforms their ability to execute their strategy
- Best-in-Class Tools: Leverage our fully built-out CRM and lead generation systems (HubSpot + ZoomInfo) — we provide access and training
- Supportive Resources: Access to sales enablement materials including custom infographics and webinars
- Growth Opportunity: Help shape our sales process during a pivotal growth phase
- Purpose-Driven Work: Join a B-Corp committed to positive business impact
Position Details
- Part-time position: 15-20 hours per week
- Flexible scheduling available
- Compensation: A Performance-Driven Partnership
- Ramp-Up Guarantee: To ensure your success, you’ll start with a guaranteed base of $40/hour. This provides stability as you learn our systems and master the script during the initial months.
- Transition to High-Commission: The base rate is designed to transition towards a floor of $10/hour as your commission earnings rapidly grow and become the primary component of your pay.
- Lucrative Commission: You'll earn 10% of the first year's Monthly Recurring Revenue (MRR) for every new client you bring in. With our model, just a few successful deals a month can significantly outperform a traditional hourly rate.
- Earning Potential: A successful rep will quickly build a pipeline that allows them to maintain an effective hourly rate far exceeding $40/hour, with a clear path to doubling that within the first year. We provide the targets and the tools; you bring the drive.
- Remote work options available
Performance Expectations
- Activity: Maintain a consistent volume of approximately 15 strategic calls per hour.
- Results: Target of securing 2-5 new clients per month.
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