Sales Representative (Commission-Only, Remote)
OCB Accountants, Mission Viejo, California, us, 92690
OCB Accounting
is a modern bookkeeping firm that helps small and mid‑sized businesses maintain accurate financial records, stay organized, and make informed decisions. Our services are strictly focused on
monthly bookkeeping and financial support
—we do not offer tax preparation.
Role Overview We are seeking a
motivated, results‑driven Sales Representative
to close new bookkeeping clients using company‑provided leads and manage the sales process through
HubSpot CRM . This is a
100% commission‑based, fully remote position
with a strong emphasis on new client acquisition.
All client agreements are
annual , and commissions are earned
during the first year only , keeping the role focused on growth and onboarding new clients.
Key Responsibilities
Follow up with
company‑provided inbound and warm leads
Qualify prospects and assess bookkeeping needs
Present OCB Accounting’s bookkeeping services clearly and professionally
Close annual bookkeeping agreements
Accurately track all activity, notes, and deal stages in
HubSpot
Coordinate smooth client onboarding with the internal team
Meet or exceed monthly new‑client acquisition goals
Requirements
Sales or business development experience (professional services preferred)
Comfortable in a
commission‑only compensation structure
Experience using
HubSpot
or similar CRM platforms
Strong communication, organization, and follow‑up skills
Ability to work independently in a remote environment
Familiarity with bookkeeping or financial services is a plus (not required)
Compensation & Benefits
100% commission‑based pay (uncapped)
Fully remote position
Flexible schedule
Clear, transparent commission structure
Opportunity to grow into senior sales or leadership roles
Ideal Candidate
Self‑starter with a hunter mindset
Comfortable speaking with business owners and decision‑makers
Organized and disciplined with CRM usage
Focused on closing quality clients under annual agreements
Commission Plan – Bookkeeping Sales Representative Overview Sales Representatives earn commission on
new annual bookkeeping agreements
during the
first 12 months only . There are
no residual or lifetime commissions beyond the first year .
1. Onboarding / Setup Fees
20% commission
on any one‑time onboarding or setup fees
Paid after client payment is received
Example:
$1,000 onboarding fee →
$200 commission
2. Monthly Bookkeeping Services (First Year Only)
10% commission
on monthly bookkeeping fees for the first 12 months
Paid monthly while the client is active during year one
Example:
Client pays $500/month
Rep earns $50/month
Over 12 months →
$600 total
3. Upsells During First Year If a rep upsells a client into higher‑tier bookkeeping during the first year:
15% commission
on the increased monthly amount (first year only)
4. Lead Source Policy
Company‑provided leads:
Full commission
Self‑sourced leads (optional):
Additional
+5% bonus
on first‑year monthly commissions
5. First‑Year Earning Scenarios Conservative Performer
3 new clients/month
Avg. $400/month bookkeeping
First‑year earnings per client: ~$480
Estimated annual earnings:
$25,000–$35,000
Strong Performer
6–8 new clients/month
Avg. $600/month bookkeeping
First‑year earnings per client: ~$720
Estimated annual earnings:
$60,000–$90,000
Top Performer
10+ new clients/month
Higher‑tier bookkeeping packages
Estimated annual earnings:
$100,000+ (uncapped)
6. Commission Payments
Commissions paid
monthly
Based on collected revenue only
Payments issued within
7–10 days after month‑end
Full transparency via CRM reporting
#J-18808-Ljbffr
is a modern bookkeeping firm that helps small and mid‑sized businesses maintain accurate financial records, stay organized, and make informed decisions. Our services are strictly focused on
monthly bookkeeping and financial support
—we do not offer tax preparation.
Role Overview We are seeking a
motivated, results‑driven Sales Representative
to close new bookkeeping clients using company‑provided leads and manage the sales process through
HubSpot CRM . This is a
100% commission‑based, fully remote position
with a strong emphasis on new client acquisition.
All client agreements are
annual , and commissions are earned
during the first year only , keeping the role focused on growth and onboarding new clients.
Key Responsibilities
Follow up with
company‑provided inbound and warm leads
Qualify prospects and assess bookkeeping needs
Present OCB Accounting’s bookkeeping services clearly and professionally
Close annual bookkeeping agreements
Accurately track all activity, notes, and deal stages in
HubSpot
Coordinate smooth client onboarding with the internal team
Meet or exceed monthly new‑client acquisition goals
Requirements
Sales or business development experience (professional services preferred)
Comfortable in a
commission‑only compensation structure
Experience using
HubSpot
or similar CRM platforms
Strong communication, organization, and follow‑up skills
Ability to work independently in a remote environment
Familiarity with bookkeeping or financial services is a plus (not required)
Compensation & Benefits
100% commission‑based pay (uncapped)
Fully remote position
Flexible schedule
Clear, transparent commission structure
Opportunity to grow into senior sales or leadership roles
Ideal Candidate
Self‑starter with a hunter mindset
Comfortable speaking with business owners and decision‑makers
Organized and disciplined with CRM usage
Focused on closing quality clients under annual agreements
Commission Plan – Bookkeeping Sales Representative Overview Sales Representatives earn commission on
new annual bookkeeping agreements
during the
first 12 months only . There are
no residual or lifetime commissions beyond the first year .
1. Onboarding / Setup Fees
20% commission
on any one‑time onboarding or setup fees
Paid after client payment is received
Example:
$1,000 onboarding fee →
$200 commission
2. Monthly Bookkeeping Services (First Year Only)
10% commission
on monthly bookkeeping fees for the first 12 months
Paid monthly while the client is active during year one
Example:
Client pays $500/month
Rep earns $50/month
Over 12 months →
$600 total
3. Upsells During First Year If a rep upsells a client into higher‑tier bookkeeping during the first year:
15% commission
on the increased monthly amount (first year only)
4. Lead Source Policy
Company‑provided leads:
Full commission
Self‑sourced leads (optional):
Additional
+5% bonus
on first‑year monthly commissions
5. First‑Year Earning Scenarios Conservative Performer
3 new clients/month
Avg. $400/month bookkeeping
First‑year earnings per client: ~$480
Estimated annual earnings:
$25,000–$35,000
Strong Performer
6–8 new clients/month
Avg. $600/month bookkeeping
First‑year earnings per client: ~$720
Estimated annual earnings:
$60,000–$90,000
Top Performer
10+ new clients/month
Higher‑tier bookkeeping packages
Estimated annual earnings:
$100,000+ (uncapped)
6. Commission Payments
Commissions paid
monthly
Based on collected revenue only
Payments issued within
7–10 days after month‑end
Full transparency via CRM reporting
#J-18808-Ljbffr