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Outbound Sales Representative – AccountBridge

NewPath Consulting

Paid16hrs/wk · 4 monthsHybrid

Location · Hybrid

5000 Yonge Street, Suite 1901 Toronto, Ontario M2N 7E9 Canada

About NewPath Consulting

NewPath Consulting is a Toronto-based technology consultancy that helps membership organizations, non-profits, clubs, and associations run their operations more efficiently. As the #1 service partner for WildApricot (Membership Management Software) and Make.com automations, NewPath specializes in migrating, redesigning, and integrating the systems that hundreds of client organizations rely on to manage members, events, websites, and finances. Beyond core implementation, NewPath builds its own portfolio of WildApricot add-ons — including AccountBridge (QuickBooks integration), EZ WildApricot Web Designer, Pro Reports, and WildApricot Press — and provides on-demand video support and ongoing care plans. Serving clients across North America and Europe, delivered in English, French, and Spanish.

About the role

AccountBridge, a product of NewPath Consulting, simplifies the complexities of financial data integration for associations and clubs using WildApricot. We provide a seamless connection between WildApricot and QuickBooks, automating the transfer of financial data to eliminate manual entry, reduce errors, and save valuable time. Our solution ensures accurate, up-to-date financial records, allowing organizations to focus on their core mission rather than tedious bookkeeping.


We are seeking a highly motivated and results-driven Outbound Sales Representative to drive new customer acquisition. You will be responsible for identifying and engaging potential clients, demonstrating the value of AccountBridge’s integration solution, and converting leads into successful, long-term partnerships. This role demands a proactive individual with exceptional communication skills, a strong grasp of sales processes, and the ability to build strong relationships with prospects.


Responsibilities:

  • Prospecting and Lead Generation: Proactively identify and qualify potential clients within the association and club market, utilizing various methods including online research, industry databases, networking, and inbound leads.
  • Outreach and Engagement: Initiate contact with prospects through cold calling, email campaigns, social selling, and other outbound strategies.
  • Value Proposition Communication: Clearly and persuasively articulate the features and benefits of AccountBridge, emphasizing its ability to streamline financial management and improve efficiency for WildApricot users.
  • Needs Assessment: Conduct thorough discovery calls and meetings to understand prospect’s current financial processes, pain points, and integration needs.
  • Product Demonstration: Schedule and deliver compelling product demonstrations, showcasing how AccountBridge solves specific challenges and delivers tangible ROI.
  • Pipeline Management: Effectively manage and nurture a pipeline of qualified leads, ensuring timely follow-up and accurate tracking of progress within the CRM.
  • Closing Deals: Confidently guide prospects through the sales process, address objections, negotiate terms, and successfully close deals.
  • CRM Management: Maintain accurate and up-to-date records of all sales activities, communications, and lead information within our CRM system.
  • Collaboration: Work closely with the marketing, product, and client success teams to provide feedback from the field and contribute to the development of effective sales strategies and materials.
  • Achieving Sales Targets: Consistently meet and exceed monthly and quarterly sales targets.
  • Staying Informed: Maintain a strong understanding of AccountBridge’s features, benefits, and target market, as well as industry trends and competitor activities.


Qualifications:

  • Proven track record of success in outbound sales, ideally with experience selling SaaS solutions or financial software.
  • Excellent verbal and written communication skills, with the ability to clearly articulate technical concepts.
  • Strong cold calling and lead generation skills, with a demonstrated ability to initiate conversations and build rapport.
  • Ability to understand customer needs and translate product features into tangible business benefits.
  • Persuasive and confident with strong negotiation and closing skills.
  • Highly organized and self-motivated with excellent time management and prioritization abilities.
  • Proficiency in using CRM software (e.g., Salesforce, HubSpot) to manage leads and track sales activities.
  • Resilience and the ability to handle rejection and maintain a positive attitude.
  • A strong desire to learn and grow within a fast-paced environment.


Bonus Points:

  • Experience selling to associations, clubs, or non-profit organizations.
  • Familiarity with WildApricot and/or QuickBooks.
  • Experience with sales automation tools and techniques.


What We Offer:

  • Competitive base salary and commission structure with significant earning potential.
  • Comprehensive training and ongoing support to ensure your success.
  • Opportunity to be a key player in a growing company focused on innovative integration solutions.
  • A collaborative and positive work environment.
  • Opportunities for professional growth and advancement.


NewPath Consulting is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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