Conduct outbound prospecting to US startups, SMBs, and accounting markets; qualify and nurture leads; book discovery calls; finalize pricing and paperwork; manage follow-ups and CRM records. The role requires selling bookkeeping, accounting, tax, or financial services to US clients while working remotely from Pakistan during US EST hours.
This is a remote position.
About Us
CloudPSO is an Information Technology Outsourcing (ITO) company that helps businesses acquire qualified staff to solve complex digital problems, increase efficiency, reduce costs, and maintain compliance. Founded in 2017, CloudPSO is a US-based company headquartered in Dallas, Texas, with a center of excellence in Pakistan.
We're now building CloudPSO Bookkeeping/Accounting and Financial Services, an outsourced bookkeeping and accounting service for US-based startups and small businesses and hiring the sales team to grow it.
Key Responsibilities
- Identify and research target ICPs mainly US-incorporated startups/SMBs or relevant companies with need.
- Identify and research target ICPs in relevant tax and accounting markets.
- Engage, qualify, and nurture prospective clients
- Book qualified discovery calls to close
- Finalizing pricing details and paperwork with the client
- Manage follow-ups and maintain accurate prospect records in the CRM
Requirements
- Previous experience as an SDR, BDR, or in outbound sales, specifically within tax, accounting, bookkeeping, or financial services
- Demonstrated experience selling to US-based clients from an offshore location
- Comfortable working US EST hours from Pakistan
- Strong written and spoken English for Calls, LinkedIn and email outreach
- Self-directed and comfortable working against weekly outbound volume targets
Benefits
- Medical insurance
- Company gadgets
- Paid time off
- Stock options (ESOP)
- Competitive salary and benefits package.
- Opportunities for professional development and growth.
- Collaborative and innovative work environment.
- Chance to work on cutting-edge cloud projects.
- Supportive and inclusive company culture
Similar Jobs
Fintech • Real Estate • Sales • Financial Services
Guide clients through mortgage applications, underwriting requirements, loan selection, and closing. Evaluate financial documents and eligibility, advise on home purchases and refinancing, build referral relationships, generate leads, maintain a book of business, and represent Rocket Mortgage in community and business development activities.
Fintech • Real Estate • Sales • Financial Services
Originates mortgage loans by guiding clients from application through closing, analyzing financial documents, recommending suitable loan products, and ensuring qualification. Builds referral relationships with real estate and financial professionals, develops a book of business, generates leads, promotes Rocket Mortgage, educates clients, and represents the brand in community functions. Requires mortgage origination experience, state and federal licensing, and a proven referral-generation record.
Fintech • Real Estate • Sales • Financial Services
Originates mortgage loans from application through closing, advising clients on loan products and home-buying or refinancing. Evaluates financial documents and eligibility, resolves concerns, maintains referral relationships, develops a book of business, generates leads, and promotes Rocket Mortgage through professional and community networks. Requires mortgage origination experience, state and federal licensing, strong communication, time management, relationship-building, and results-oriented skills.
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
