Business Development Representative

Shift Financial Insights; Canada; Remote; CAD 50,000 - 60,000; Full time

Job summary

Shift Financial Insights is seeking a Business Development Representative to help service-based businesses improve their accounting processes. You'll engage with clients to understand their challenges and present tailored solutions while enjoying a supportive work environment with uncapped time off and a transparent compensation structure. This entry-level role prioritizes personal growth and aims to help entrepreneurs succeed.

Benefits

Uncapped time off

Health Spending Account (HSA)

Remote work with flexible hours

Tech allowance and company laptop

Professional development support

Qualifications

• Experience in business development or sales is essential.
• Understanding client needs and solving problems for entrepreneurs.

Responsibilities

• Connect with growing businesses to introduce accounting solutions.
• Manage discovery calls and nurture client relationships.
• Collaborate with the leadership team to improve outreach.

Skills

Client Engagement

Prospecting

Qualifying leads

Effective communication

Education

2+ years B2B sales experience

Tools

CRM

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Shift Financial Insights

Life is to complicated not to be organized

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:

● Data visualization that makes the numbers intuitive

● Strategic financial insights that drive real change

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

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? Please send your resume to [e-mail] or apply directly on our website. 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

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Accounting

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