Sales Manager

The Business Development Managere role is a part-time (up to 15 hours/week) remote position that is responsible for identifying, evaluating, and engaging potential bookkeeping & accounting clients, using high-integrity marketing & relationship-oriented sales methods.

The Business Development Manager must be able to apply critical thinking skills while interacting in a professional manner with potential clients, current clients, team members, and other contacts in a fast-paced, deadline-driven environment. The ideal candidate will be able to perform his/her duties in an independent, thoughtful, and timely manner, including the ability to prioritize work assignments and client opportunities.

• Attend internal team meetings
• Attend external networking meetings, either virtually or in candidate’s local area
• Identify potential leads who fit within our niches
• Schedule and facilitate initial consultations with leads
• Evaluate whether the leads have sufficient willingness & ability to engage our services
• Guide leads through our sales pipeline
• Work with the accounting team to support the transition to cleanup and/or maintenance services
• Work with the marketing team to generate content & increase online visibility

• Demonstrably uphold Lakesite’s Values:
  • Working with integrity
  • Keeping short accounts (interpersonally)
  • Balancing flexibility and responsibility
  • Perpetuating our culture as a warm, friendly, and encouraging experience for each other and for our clients
• Generate & maintain ten (10) initial consultations per month
• Engage three (3) new cleanup clients per month
• Maintain updated SOPs for sales tasks inside internal software
• Maintain upto-date knowledge of our services offered
• Respond to new inquiries within two business days
• Respond to internal requests within two business days
• Participate in management level discussions as needed
• Participate in team activities as needed
• Overall success looks like:
  • Leads leave the initial consultation with a clear understanding of whether they are a good fit for Lakesite
  • All leads, even the ones who are not the right fit, leave the initial consultation feeling they have been heard, encouraged, and supported in their decision-making processes
  • There is a collaborative and supportive relationship amongst members of the Lakesite team (all working toward shared goals)

• Strong attention to detail and accuracy
• Excellent written and verbal communication skills
• Excellent problem solving and critical thinking skills, with the ability to identify issues and develop effective solutions
• Ability to manage multiple tasks, meet deadlines, and adapt to changing priorities
• Strong organizational skills and the ability to work independently
• Excellent integrity, trustworthiness, and judgment
• Proven ability to engage with business owners & key employees in a professional, friendly, and helpful manner

• Certification in bookkeeping or accounting a plus but not required

• Reasonable understanding of bookkeeping & accounting principles (including sales, purchasing, inventory, fixed asset, and payroll cycles)
• Basic familiarity with accounting software (Quickbooks Online, Xero, or similar)
• High attention to detail and results oriented approach to work
• Ability and willingness to learn new skills related to successful performance of responsibilities
• Effective partnership in working cooperatively with other team members and clients
• Proficiency in the use of personal computers and various software applications, including Microsoft Suite (Word, Outlook, SharePoint, Excel, etc.)
• Maintain regular and predictable attendance and ensure timely completion of tasks

• Ability to successfully complete Lakesite Accounting applicable background/drug…