Location: Remote - Charleston, SC area preferred
Role Overview
Poe Group Advisors is a boutique firm based in Charleston, SC that helps accounting firm owners across the U.S. and Canada buy and sell their practices. For over 20 years, we’ve built a reputation for combining deep industry expertise with a highly personal, relationship-driven approach. We take pride in creating thoughtful, well-matched partnerships, not just transactions. We value clarity, follow-through, and doing great work with people we genuinely enjoy.
We are looking for a personable, organized professional to help us build relationships with accounting firm owners through outbound phone calls and thoughtful follow-up. This is not a high-pressure sales role. Instead, you'll introduce our firm, identify potential opportunities, and help maintain long-term relationships with prospective clients. This role will begin as a three-month project, with the potential for ongoing work based on performance and business needs.
Key Responsibilities
- Make outbound calls to accounting firm owners using provided prospect lists.
- Introduce Poe Group Advisors and begin conversations about succession planning and firm sales.
- Send personalized follow-up emails after conversations.
- Record detailed notes and update our CRM (HubSpot).
- Schedule introductory meetings with our sales team when appropriate.
- Follow up with prospects over time according to established processes.
- Help maintain a professional and positive experience for every prospective client.
What We're Looking For
- Friendly, confident phone presence.
- Comfortable initiating conversations with business owners.
- Strong written communication skills.
- Organized and detail-oriented.
- Able to handle rejection professionally and remain positive.
- Self-motivated and dependable while working independently.
- Experience in customer service, recruiting, business development, inside sales, or account management is preferred. Accounting/M&A specific experience not required.
Compensation & Schedule
- Approximately 10 hours per week.
- Flexible schedule during normal business hours.
- Fully Remote - local to Charleston preferred.
- Compensation: $28–32/hour, depending on experience. Also open to monthly retainer setup.
Pay: $28.00 - $32.00 per hour
Benefits:
Experience:
- Business development: 2 years (Required)
Work Location: Remote
