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.