Business Development Representative

Do you love cookie-cutter sales scripts and high-pressure closes? Do you thrive on chasing quantity over quality? If so, please STOP READING NOW.

Who We Are

We believe entrepreneurs can change the world—and we’re here to help them do it with clarity and confidence. At the core of our business is a radical approach to accounting. One that helps business owners finally make sense of their numbers so they can make smarter decisions and sleep better at night.

Accounting shouldn’t be painful, confusing, or ignored until tax time. But for too many business owners, it is.

That’s where we come in.

We’ve built a better way—automated, systemized, and simple. Our accounting department helps entrepreneurs in service-based businesses (with $2–15M in revenue) transform financial chaos into clarity through:

• Clean, reliable bookkeeping
• Data visualization that makes the numbers intuitive
• Strategic financial insights that drive real change
• Straight talk—no accounting jargon, ever

Our promise to clients

In under 15 minutes per month, our clients will:

• Understand where they stand financially

• Know the top 3–5 issues they need to act on

• Know what not

  to worry about

• Have a clear, simple action plan

No financial statements. No guesswork. No noise.

What You’ll Do

As our Business Development Representative (BDR), your mission is to connect with growing service-based businesses that are ready for a better way to manage their accounting. You’re the first person they meet on their journey with us—your ability to listen, empathize, and clearly articulate our values sets the tone.

Your role includes:

• Prospecting and qualifying new leads through outbound and inbound channels
• Engaging with potential clients to understand their pain points and introduce our solutions
• Managing discovery calls, follow-ups, and nurturing outreach with empathy and clarity
• Collaborating with our leadership team to refine outreach strategies
• Tracking activity and performance metrics in our CRM to continuously optimize your approach

This isn’t about selling a commodity—it’s about solving a problem entrepreneurs desperately

want to fix. You’ll be their first breath of fresh air.

Who You Are

You might be our perfect fit if:

• You have 2+ years of B2B sales or business development experience, preferably in professional services
• You have an accounting background (not required, but would be nice)
• You’re obsessed with understanding client pain points, not just pushing a product
• You ask sharp questions, listen deeply, and communicate clearly
• You’re not afraid of a CRM and love improving your process
• You’re a self-starter who thrives in a remote, fast-moving environment
• You believe in what we’re doing and want to help entrepreneurs succeed

What We Offer

If you join our team, you’ll enjoy a work experience that prioritizes your well-being and growth. We offer:

• Uncapped time off

  so you can recharge when needed

• Transparent compensation

  and a clear path to grow

• Health Spending Account (HSA)

  after 3 months

• Remote work

  , with flexible hours across North American time zones

• Tech allowance + company-provided laptop

• Professional development support

  , because you’re not done growing

Compensation

: Starting base salary of $50,000/year

with uncapped performance-based commissions

.

Ready to apply?

Send your resume to careers@shiftfinancial.co

or apply directly here. We take great care to find the right people for the right seats, so expect a thoughtful process.

We’re an equal-opportunity employer and welcome applications from all backgrounds, experiences, and perspectives. We believe diversity drives innovation, and we’re committed to creating an inclusive, supportive, and empowering workplace.