Business Financial Group

Sales Development Rep

• Prospect potential clients
• Conduct outbound outreach
• Qualify leads
• Schedule discovery meetings
• Maintain CRM records
• Nurture prospects
• Support pipeline growth
• Conduct outreach through:
• Cold calling
• Email campaigns
• LinkedIn messaging
• Text messaging
• Referral follow-up

Sales Development Representative – SDR

Video Editor

• Edit recorded Zoom interviews into professional YouTube videos
• Create engaging short clips from long-form videos
• Add captions and branding
• Organize and manage video assets in Google Drive

Video Editor, Content Repurposing Specialist

Accounting Manager

• Teach U.S. Tax Fundamentals
• Deliver structured training covering various tax forms and tax documentation standards
• Train students on practical accounting concepts including accounting cycle and financial statements
• Provide hands-on training using accounting software like Xero and QuickBooks Online
• Teach students practical Excel skills
• Develop a culture of accuracy and attention to detail in data entry
• Help students develop professional communication skills required for a U.S. accounting firm
• Create and deliver real-world simulations for practical learning
• Evaluate students through various assessments and prepare periodic progress reports

Instructor – U.S. Tax, Accounting, Professional Skills Training

• Prospect potential clients
• Conduct outbound outreach
• Qualify leads
• Schedule discovery meetings
• Maintain CRM records
• Nurture prospects
• Support pipeline growth

Account Manager

• Welcome new clients after engagement agreements are signed
• Explain onboarding requirements and next steps
• Assist clients with onboarding forms and questionnaires
• Monitor onboarding progress
• Ensure smooth transition from sales to production
• Request required client documents
• Follow up on missing information
• Track document collection deadlines
• Maintain document collection status within CRM
• Ensure internal teams receive complete information
• Identify project delays and blockers
• Communicate with clients regarding missing items
• Coordinate with internal teams to remove obstacles
• Schedule and coordinate meetings between clients and team members
• Maintain accurate client records
• Update project statuses
• Record client communications
• Track open tasks and follow-ups
• Serve as a trusted client contact
• Respond professionally to client inquiries
• Provide project status updates

Sales Development Representative – SDR

Video Editor, Content Repurposing Specialist

Instructor – U.S. Tax, Accounting, Professional Skills Training

Sales Development Representative – SDR

Client Relationship Manager