Are you passionate about connecting small business owners with financial solutions that
drive real results? Do you thrive in a consultative sales environment where relationships
matter as much as work product? Clear Profit 365 is looking for a dynamic, organized,
and client-focused Sales Specialist to join our growing team!
About Us
At Clear Profit 365, we go beyond bookkeeping. We offer strategic financial solutions
that empower small businesses to thrive through our comprehensive services, including:
- Monthly Bookkeeping
- BOMB Pod Memberships (Business Owners Mastering Bookkeeping)
- Profit First Consulting
- Annual Tax Returns (Business, Non-Profit and Personal)
- Business Credit Management

We take pride in delivering both accuracy and insight, helping our clients make
profitable decisions with confidence.
Scope of Work
Core Responsibilities:
- Sales Outreach & Follow-Up: Engage prospective leads through warm and cold
outreach. Nurture leads with empathy and clarity, aligning their needs with our
services.
- Community Presence: Participate with local networking groups and chambers
of commerce.
- Proposal Management: Create and send proposals for BOMB Pods, Monthly
Bookkeeping, Cleanup Projects, Profit First Consulting, Tax Services, and Credit
Profiles using our standard templates.
- Consultative Selling: Guide prospects through our services and show how we
can help them achieve greater clarity and profitability in their finances.
- Pipeline Management: Track leads and manage your sales pipeline using our
CRM system.
- Client Turnover: Meet weekly with the onboarding team to hand off new clients,
ensuring a smooth and confident transition into services.
- Sales Reporting: Track key metrics such as close rate, conversion timeline, and
service-specific performance to identify trends and improvements.

- Team Collaboration: Work alongside our marketing and operations teams to
ensure alignment and continuous improvement.
Qualifications:
- Proven experience in consultative or service-based sales (bonus for
bookkeeping, accounting, or financial services background)
- Strong communication and relationship-building skills
- Excellent organizational and time-management skills
- Familiarity with service, legal, and construction industries is a plus
- Familiarity with proposal tools and CRMs (GoHighLevel, HubSpot, Pipedrive, or
similar)
- Comfortable with remote work and video calls
- Ability to work independently
- Alignment with our company values: Empathy, Accountability, Creativity, and
Certainty
This Role Offers:
- Remote flexibility and a values-driven culture
- Flexible Time Commitment
- Unlimited Commission and performance-based bonuses
- Benefits: Health, Vision, and Dental
- Opportunities for growth in a dynamic, client-centered company
- The chance to make a real impact on small businesses