Business Development Specialist - Accounting, Advising, Payroll

Since 1964, Kaizen CPAs + Advisors has been helping businesses maximize their profit potential. As a second-generation, family-owned business we know firsthand what it takes to provide and incorporate the kind of forward-thinking advice, preparation, and planning to achieve and exceed business growth goals.

We are a deeply service-oriented, licensed CPA firm. Think of us as your company CFO.  At Kaizen CPAs + Advisors, we provide smart advice to keep you informed, business management counsel to keep you inspired along your journey, combined with information technology and a proactive approach to help you continuously improve yourself and your business. Our clients tell us our education and guidance provide the kind of confidence that allows them to sleep better. We worry about your business financials and upkeep so you don’t have to.

Are you a motivated and ambitious sales professional looking for an exciting opportunity in the finance industry? We are seeking a dynamic and results-driven Outside Sales Representative to join our team. In this role, you will be responsible for selling our comprehensive range of accounting, advising, and payroll services to businesses of all sizes. If you thrive in a fast-paced environment, enjoy building relationships, and have a passion for helping businesses succeed, then this is the perfect opportunity for you!

Our Outside Sales Representatives direct 2-3 sales leads daily with owners of small to medium-sized businesses with the goal of showing them the benefits of our accounting and payroll services.  You will be expected to handle all aspects of the sales process, including: prospecting, setting appointments, developing relationships, creating written proposals, presenting the proposals, and closing the sale. 

The successful candidate is self-motivated, self-disciplined, and goal oriented.  He or she must demonstrate strong communications skills; in particular strong listening skills with the ability to uncover the real challenges the client is facing with his accounting and/or payroll services.  The successful candidate also displays an outgoing personality with expertise at developing relationships, particularly with business owners, presidents and CEO’s.  He or she must possess a strong results-oriented work ethic and sense of integrity, be professional, upbeat, enthusiastic, dependable and honest. 

• 3+ years of proven track record of success in B2B sales, preferably in the finance or related industry.
• Self-motivated and target-oriented, with a drive to exceed sales goals.
• Proficient in various software programs, including Outlook, Excel, Word, QuickBooks, Qount, and tax-related software.
• Excellent presentation and negotiation skills.
• Ability to thrive in a fast-paced, dynamic environment.
• Knowledge of accounting principles and payroll processes is a plus.
• Bachelor's degree in Business, Finance, or a related field is preferred.
• Willingness to travel within a 50 mile radius of your home.

Why Join Our Team?

• Competitive base salary with uncapped commission structure.
• Comprehensive benefits package, including healthcare and retirement plans.
• Ongoing training and professional development opportunities.
• Collaborative and supportive work environment that values teamwork and innovation.
• Opportunity to make a significant impact on the growth and success of our company.

If you are a proactive and ambitious sales professional who is passionate about finance and helping businesses thrive, we want to hear from you! Take the next step in your career and join our team as an Outside Sales Representative - Accounting, Advising, and Payroll. Apply now with your resume and a compelling cover letter highlighting your relevant experience and why you believe you would be a great fit for this role.

Kaizen CPAs + Advisors provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. 

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.