Elevate your career as a Client Partner with Liberty Horizons, leading a tech-driven small business accounting initiative. This role emphasizes generating leads, building relationships, and driving client success.

In this entrepreneurial position, you'll create and manage your own sales pipeline and nurture relationships for long-term growth. Your focus will be on driving outreach to potential clients, managing the complete sales cycle, and ensuring high client retention through exceptional service. The entrepreneurial spirit and experience in a build-your-own-book model are crucial for success in this role.

Key Responsibilities:
• Build and execute an outbound sales pipeline independently
• Qualify Ideal Client Profile prospects with precision
• Conduct consultative discovery calls to uncover client needs




• Manage the entire sales cycle from outreach to onboarding
• Ensure proactive communication post-onboarding for retention

Requirements:
• 5+ years in a build-your-own-book financial services role
• Proven ability to generate leads and close deals independently
• Robust relationship management skills for client retention
• Exceptional communication skills to handle complex discussions
• Organizational skills to manage a high-volume client portfolio

Shape the future of small business accounting while excelling in client engagement and retention at Liberty Horizons.
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📌 Client Partner at Liberty Horizons (Ontario)
🏢 Liberty Horizons
📍 Ontario