Business Development Manager

Numera makes world-class accounting and finance expertise accessible to ambitious business owners — from startups to established small and midsize companies. We provide complete outsourced accounting, tax compliance, and financial guidance that scales with business needs, helping founders and operators make informed decisions with confidence. Trusted by thousands of businesses across industries, Numera delivers responsive, investor-grade support at a fraction of the cost of traditional firms — removing financial friction so clients can focus on growth, not bookkeeping.  Our clients range from small local businesses to tech-enabled ventures, all seeking clarity, compliance, and strategic financial partnership. We help them understand cash flow, be audit-ready, and optimize tax strategies — enabling better outcomes at every stage of growth. 

The Sales Representative is a front-line growth driver for Numera’s SMB business—responsible not just for closing deals, but for helping business owners navigate increasingly complex accounting and tax needs as they grow. In this role, you’ll engage founders and operators at pivotal moments in their journey, uncovering challenges related to bookkeeping accuracy, tax compliance, cash flow visibility, and financial decision-making. You’ll guide prospects toward solutions that simplify their finances today and scale with them over time.

This is a consultative, impact-oriented sales role for someone who values substance over scripts. You’ll own your pipeline end-to-end, build trusted relationships across the SMB ecosystem, and contribute directly to durable, long-term revenue growth.

• 
  ● Ecosystem Networking: Develop and strengthen referral and partnership relationships with
  accountants, advisors, and SMB service providers
  ● Referral Lead Generation: Create bidirectional referral streams that expand Numera’s reach
  and partner value
  ● Discovery & Needs Analysis: Conduct structured conversations to uncover client needs and
  align Numera solutions to business goals
  ● Solution Positioning: Communicate how Numera’s accounting and tax offerings solve client
  pain points and add long-term financial clarity
  ● Sales Coordination: Partner with delivery and onboarding teams for smooth transition
  post-close and ensure client satisfaction
  ● CRM Ownership: Maintain accurate forecasting, pipeline health, and deal activity in Streak CRM
  ● Target Attainment: Consistently meet or exceed revenue and activity goals

• ● Bachelor’s degree or equivalent experience
  ● 5+ years of sales experience, with a strong record in consultative selling, preferably in
  professional services, accounting, or financial solutions
  ● Demonstrated ability to drive full-cycle sales with SMB customers
  ● Comfort engaging referral partners and cultivating long-term business relationships

Salary range: $100k plus bonus to commensurate with experience.

This role is more than a seat at the table—it’s a chance to help build the table. If you’re ready to bring energy, ownership, and vision to a growing firm, we want to hear from you.

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