Business Development Sales Representative

Harvest Valuations LLC; Burr Ridge (IL); Remote; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Business Development and Sales Representative to spearhead growth initiatives in a startup-like environment. This unique role offers the chance to shape the sales process and build a scalable sales engine, leveraging your expertise in B2B sales and relationships within the accounting and financial services sectors. With a focus on outbound prospecting and lead generation, you will play a pivotal role in driving company expansion while enjoying competitive compensation and performance-based incentives. Join this reputable firm and make a significant impact in a financially stable organization.

Benefits

Highly competitive compensation

Performance-based incentives

Collaborate with leadership

Entrepreneurial culture

Recognition for contributions

Qualifications

• 10+ years of B2B sales experience with a proven track record.
• Experience selling to CPA firms and established relationships in the industry.

Responsibilities

• Drive growth through outbound prospecting and lead qualification.
• Establish and nurture relationships with decision-makers in accounting.

Skills

Communication Skills

Research Skills

Sales Process Development

Persuasion Skills

CRM Proficiency

Education

Bachelor’s degree in business, marketing, or communications

Tools

CRM tools

Email marketing platforms

LinkedIn Sales Navigator

Job description

About Harvest:

For over 30 years, Harvest has built a strong, trusted reputation in the financial services and accounting support industry. Known for delivering high-quality, reliable solutions to our clients, we’ve grown organically—without a formal sales team—thanks to strong relationships and a commitment to excellence.

Now, following a strategic recapitalization and a period of significant growth, we are ready to take things to the next level. We're hiring our first-ever Business Development and Sales Representative (BDSR) to build a scalable sales engine and fuel our next phase of expansion. If you’re excited by the energy of a startup-like environment (but with 30 years of credibility and client success behind it), this is a lucrative and rare opportunity to make a massive impact.

Learn more about us at: https://www.harvestinvestments.com

Position Overview:

The Business Development and Sales Representative (BDSR) is responsible for driving company growth through outbound prospecting, lead qualification, and relationship development. This role will focus heavily on initiating contact with potential clients—primarily accounting firms and adjacent industries—through cold calls, emails, and social engagement.

As the company’s first dedicated sales professional, you’ll have the freedom to shape the sales process, create tracking systems, and help define how we generate and close business. This role requires an entrepreneurial mindset, exceptional discipline, and deep familiarity with how to connect and sell to accounting and financial services decision-makers.

Key Responsibilities:

Lead Generation & Prospecting

• Research and identify high-potential prospects across accounting and financial services sectors.
• Generate outbound outreach via cold calling, email campaigns, and social media engagement (e.g., LinkedIn).
• Establish and nurture relationships with decision-makers at accounting firms and related organizations.

Lead Qualification & Pipeline Building

• Qualify prospects by understanding their needs, timing, budget, and readiness to engage.
• Build and maintain a lead database, tracking engagement and progress using a CRM or similar tool.
• Collaborate with company leadership to refine ideal client profiles and messaging.

Sales Operations & Reporting

• Establish processes to track lead generation, engagement, and conversion metrics.
• Report regularly on outreach progress, pipeline status, and performance against targets.
• Meet and exceed daily, weekly, and monthly lead generation and qualification goals.

Required Qualifications:

• Bachelor’s degree in business, marketing, communications, or a related field.
• 10+ years of professional B2B sales experience , with a proven track record of success.
• Experience selling to CPA firms and adjacent verticals with contacts already in these firms.
• Established relationships and sales experience within accounting firms or financial services industries is required.
• Experience building or working within a new or early-stage sales environment is strongly preferred.
• Ability to work independently, manage your own time, and build structure from the ground up.
• Proficiency with CRM tools, email marketing platforms, LinkedIn Sales Navigator, and standard office software.

Required Skills & Competencies:

• Excellent written and verbal communication and persuasion skills.
• Strong research and discovery skills to identify and engage qualified leads.
• A “hunter” mindset with the ability to open doors and create opportunities.
• Highly organized and self-disciplined, able to work without close supervision.
• Ability to build scalable sales processes and define KPIs from scratch.
• Comfortable tracking and analyzing metrics to drive improvement.
• Resilient, tenacious, and excited to contribute to a company’s growth story.

Work Environment & Physical Requirements:

• The position may be remote or hybrid depending on location.
• Must have a quiet, dedicated home workspace and a reliable internet connection.
• Able to sit or stand at a computer for extended periods.
• Occasional travel may be required for client meetings, conferences, or company events.
• Must be available during standard business hours and responsive across digital communication platforms.

Why Join Us?

• Be the first sales hire in a growing, financially stable company with a stellar industry reputation.
• Collaborate directly with leadership and shape the future of our sales function.
• Highly competitive compensation with performance-based incentives.
• Entrepreneurial culture + the security of a well-established organization.
• Make a real impact—and get recognized for it.

Ready to build something great? Apply now and let’s talk about how you can play a key role in our continued growth.