B2B Sales - Bookkeeping Services (Short Sales Cycle, No CSR Work)

Job Description

Job Description

Overview

We are a growing bookkeeping services company looking for a high-performing B2B sales representative to drive new client acquisition.

This is a performance-driven role designed for experienced sales professionals—especially those coming from payroll, HCM, or business services—who want higher earning potential without corporate structure.

About Capacity Bookkeeping

Capacity Bookkeeping was formed 11 years ago knowing that every single business has to keep their books; and it’s just a matter of timing when they need help. From the coffee shop owner who doesn’t want to do it anymore, to the wholesaler who’s in house person just retired... they all need bookkeeping.

We purposely built our model based on research we conducted on the strengths and weaknesses of all other models including; in house, CPA firm, oversees, and even the solopreneur bookkeeper down the street.

All Capacity’s bookkeepers are in the USA, have at least 10 years’ experience, and degrees in accounting. We only do bookkeeping and thus are a compliment to CPA/tax preparers and payroll/benefits companies.

We have full 5-star ratings and testimonials due to our clients loving their dedicated bookkeeper.

Why This Role Is Different

• Short sales cycle — most deals close in one call
• ~50% close rate on qualified prospects
• Low to no competition
• No long implementation delays or drawn-out decision processes
• High demand service (business owners consistently need clean financials)

Compensation

• $3,000/month draw (paid bi-weekly, no clawback)
• 14%–25% commission on monthly client revenue (paid for 12 months)
• $500 bonus for hitting monthly targets
• Uncapped income potential

Draw supports income during ramp-up.

Income Expectations

• Year 1: $62,000 – $188,000+
• Year 2+: $84,000 – $418,000+
• (Based on production — not capped)

Responsibilities

Prospect and generate new business through:

• Referral partnerships (CPAs, banks, insurance agents, payroll reps)
• Cold outreach (calls, drop-ins, networking)
• Conduct sales presentations and close new clients
• Follow up through onboarding to ensure successful client start
• Maintain relationship with client to keep on and receive referrals
• Maintain activity and pipeline tracking

Performance Targets

• 20 referral meetings per week
• 15+ leads generated weekly
• 10+ presentations per week
• 4 closed clients per week target

What You’re Selling

• Monthly bookkeeping services
• Peace of mind knowing its done and done right
• Ongoing financial visibility for business owners
• Money saved due to CPA/Tax Preparer not having to “fix” things
• Avoidance of embezzlement by internal bookkeeper

This is a recurring, high-retention service with strong referral potential.

Who This Is For

• Proven B2B sales reps (payroll, HCM, financial services preferred)
• Self-starters comfortable building their own pipeline
• Strong closers who thrive in performance-based roles

Who This Is NOT For

• Entry-level candidates
• Candidates requiring structured training programs
• Individuals looking for a high base salary with low variable comp

Important Notes

• This is a commission-driven role with a ramp up draw , designed for high performers
• Sales reps are responsible for onboarding follow-up
• Success is driven by activity, consistency, and closing ability

Apply

Please include:

• Current or most recent role
• Sales performance (quota vs. actual)
• Brief note on why you would succeed in this role

Benefits:

• Flexible schedule
• Paid time off
• Parental leave

Application Question(s):

• Can you perform with little to no oversight?

Education:

• Bachelor's (Required)

Experience:

• B2B sales: 2 years (Required)

Work Location: Hybrid remote in Middletown, NY 10940