B2B Sales Representative

Balanced On Time Books is looking for a B2B Sales Representative to build relationships with small-business owners and help them determine whether our bookkeeping services are the right fit.

You’ll be responsible for developing prospective clients in your local market, responding to inbound inquiries, conducting discovery conversations, following up consistently, and converting qualified prospects into recurring bookkeeping clients.

The businesses you speak with may be behind on their books, struggling with an unreliable QuickBooks file, or simply tired of handling bookkeeping themselves. Your job is to understand the actual problem, explain our services in plain language, and recommend the appropriate next step without overselling what we do.

You’ll need to explain our monthly bookkeeping, reconciliation, financial reporting, payroll support, accounts payable and receivable, and QuickBooks cleanup services. You must also be clear about the boundaries of the service: we provide cash-basis bookkeeping, not tax preparation or accrual-basis accounting.

Responsibilities include:

• Identifying and contacting prospective small-business clients
• Responding promptly to inbound leads
• Conducting discovery calls and assessing client needs
• Explaining services, pricing, scope, and expectations clearly
• Maintaining accurate records of conversations and follow-ups
• Closing qualified opportunities
• Coordinating an organized handoff to the bookkeeping team
• Representing the company honestly and professionally

We’re looking for someone who listens carefully, follows through consistently, communicates confidently with business owners, and can sell based on practical value rather than pressure. Previous B2B, professional-services, or small-business sales experience is preferred.