Who you are

You're a natural connector who loves starting conversations, and you're just as comfortable qualifying a lead as you are opening a door cold.

You're excited to be the first voice a prospective client hears from Shift, setting the tone for the trust and clarity we bring to every relationship after.

You get fired up by the idea of building pipeline that actually turns into real client relationships, not just meetings for the sake of meetings.

You have a visceral reaction to the phrase “crushing it,” as you don't think something is worth doing unless you're going to do a truly exceptional job.

You love collaborating with internal teams, testing new messaging, and sharing what's working.

You are an exceptional communicator and relationship builder, and your time management and prioritization skills are top notch especially across multiple client engagements.

Who we are

We believe entrepreneurs can change the world. Our role is helping them through their financial blind spot with intuitive financial information for better decision making.

For entrepreneurs to change the world, we must completely change how financial information is managed and delivered. In a survey of over 10,000 SME owners, 40% of entrepreneurs think accounting and taxes are the worst part of owning a business. The result is almost always avoidance of all things accounting, leading to a financial crisis.

But there is a better way. It's what we do and it's different from what's out there. We've developed a system to empower entrepreneurs and turn accounting from a source of pain to a source of power.

Automated, systemized, simple. We're changing accounting for the better.

What we do





We outsource accounting departments for service-based businesses between $2mm and $15mm in revenue. While we handle the day-to-day bookkeeping and controllership function for our clients, we stand apart through our:

● Data visualization

● Deep dive financial analytics and insights

● Prioritization of critical issues

● Translation of accounting jargon into entrepreneurial language, making it understandable and actionable for the entrepreneur

What we offer

This is a fractional, contract-based engagement built for a BDR or lead-gen specialist who works with multiple clients and wants flexibility without sacrificing meaningful work.

● 100% remote (North American time zone hours)

● A retainer plus commission structure, so you're rewarded for the pipeline you build

● Direct access to leadership no layers of sales management bureaucracy

● The opportunity to shape outbound strategy and messaging, not just execute a script

Retainer is a fixed monthly amount for an agreed weekly hour commitment (typically 10–20 hrs/week), plus a performance-based commission tied to qualified meetings booked and/or closed-won deals sourced. Exact structure is finalized during onboarding based on scope and availability.

What the roles and responsibilities are

Pipeline Generation

● Research and identify target accounts and decision-makers within our ideal client profile (service-based businesses, $2mm–$15mm revenue)





● Run outbound campaigns across email, LinkedIn, and phone to generate qualified leads

● Qualify inbound and outbound leads against our ICP and clearly defined criteria

● Book discovery calls/meetings for the senior team and manage handoff notes

Relationship & Communication

● Develop trust and rapport with prospects from the very first touch

● Tactfully handle objections with a Win-Win-Win approach and mentality

● Schedule calls for time-sensitive or relationship-sensitive topics

● Ensure communication flow doesn't overwhelm and/or create “email clog” for prospects

Reporting & Collaboration

● Maintain accurate, up-to-date records in the CRM (pipeline stage, notes, next steps)

● Report weekly on outreach volume, response rates, meetings booked, and pipeline generated

● Test and refine messaging, sequences, and outreach cadences based on response data

● Collaborate with marketing/leadership on positioning, target lists, and campaign ideas

Interested in what we can offer? Send in your resume to [email protected] or apply directly on our website. We do go through a rigorous process of selecting the right person for the right seat.

We are an equal opportunity employer and welcome applications from all backgrounds, experiences, and perspectives. Our commitment to diversity and inclusion ensures a supportive and collaborative workplace where every team member can thrive. We believe that a diverse team drives innovation and excellence, and we are dedicated to fostering an environment where everyone feels valued and empowered.

Pay: $36,300.00-$118,058.92 per year

Advantages:

- Work from home

Work Location: Remote

📌 Fractional Business Development Rep (Canada)
🏢 Shift Financial Insights
📍 Canada