Sales Development Representative
QuickBooks Implementation & Accounting Advisory Consultant (Remote)
Job Description
Sales Development Representative (SDR) – Product
(Also known as: Business Development Representative (BDR) – Product, SDR, B2B Sales Representative)
Location: 100% Remote / Virtual
Must Reside In: Austin, TX or any of the following states – AL, AZ, CO, CT, FL, GA, IL, NC, NV, OH, OR, SC, TN, TX, VA, WI.
Job Type: Full-Time, Salaried
Compensation: $45,000–$55,000 base salary + commission & bonuses
OTE: $75,000–$90,000+ (uncapped)
Position Overview
Fourlane is seeking a Sales Development Representative (SDR) to support revenue growth through outbound sales, lead qualification, and consultative selling. This role focuses on identifying and engaging small to mid-sized businesses (SMBs) that can benefit from Fourlane’s accounting software, QuickBooks solutions, payroll services, merchant services, and financial consulting.
The BDR is responsible for prospecting, discovery, solution positioning, pipeline management, and deal progression, serving as the first point of contact for prospective clients. This role requires experience in B2B sales, outbound prospecting, CRM usage, and quota attainment.
Why Work at Fourlane
At Fourlane, our success is built on two things: the results we deliver for our clients and the growth of our people. This role is more than day-to-day accounting support – it’s an opportunity to solve real business problems, design smarter systems, and help clients transform how they operate financially.
We’re a people-first, fully remote company where collaboration, growth, and purpose are built into the work. At Fourlane, you’re never siloed – by role, industry, or client. You’ll collaborate with a diverse team of experts, work on meaningful projects together, and continuously expand your skills while shaping a career path that’s truly your own.
Employees benefit from a remote-first culture, clear performance expectations, professional development opportunities, and a supportive sales environment designed to help you succeed and advance.
Key Responsibilities
- Execute outbound sales activities, including cold calling, email outreach, and virtual meetings
- Identify, qualify, and engage B2B prospects and SMB decision-makers
- Conduct discovery calls to assess business needs, pain points, budget, and ROI
- Position and sell accounting software, QuickBooks Online, QuickBooks Enterprise, payroll solutions, merchant services, and financial advisory services
- Develop and present customized proposals and solution recommendations
- Collaborate with sales engineers, consultants, and technical specialists during demos and evaluations
- Manage opportunities through the full sales cycle, from initial contact to closed-won handoff
- Maintain accurate records in CRM systems (Salesforce or similar), including activities, notes, and pipeline stages
- Consistently meet or exceed monthly, quarterly, and annual sales quotas (approximately 40 deals per quarter)
- Handle pricing discussions, objections, and contract terms professionally
- Support smooth client onboarding through coordination with account managers and consulting teams
- Research target accounts and tailor messaging for effective engagement
- Build and maintain professional relationships and referral networks
- Ensure a high-quality customer experience and brand consistency
- Participate in cross-functional collaboration to improve sales processes and outcomes
Required Qualifications
- 1–2 years of experience in B2B sales, business development, outbound prospecting, or sales development
- Proven success meeting sales quotas, KPIs, or deal-based targets
- Experience selling or supporting SaaS, financial software, accounting software, or professional services
- Strong verbal and written communication skills
- Proficiency with CRM platforms (Salesforce preferred)
- Working knowledge of Microsoft Office Suite
- Ability to manage multiple opportunities in a high-volume sales environment
- Self-motivated, results-driven, and accountable
- Comfortable engaging executives, owners, and financial decision-makers
This is a fully remote role. However, you must reside in one of the following states:
Arizona, Alabama, Colorado, Connecticut, Florida, Georgia, Illinois, Nevada, North Carolina, Ohio, Oregon, South Carolina, Tennessee, Texas, Virginia, Wisconsin.
Preferred Qualifications
- Experience with QuickBooks Online and/or QuickBooks Enterprise
- Intuit ecosystem experience strongly preferred
- Background in accounting, finance, payroll, or merchant services
- Remote sales experience
Benefits
Immediate:
- Semi-annual performance and compensation reviews
- Company-issued laptop, monitors, headset, and sales tools
- Bi-weekly internet/telecom stipend
- Paid holidays
- 401(k) rollover eligibility
After 30 Days:
- Medical, dental, and vision insurance
- Short-term and long-term disability
After 90 Days:
- Paid Time Off (80 hours, prorated)
- Life insurance
After 1 Year:
- 401(k) with employer match up to 6%
- Professional development and wellness reimbursement
- Charitable time off or employer-matched donations (up to $500 annually)
- Company retreats (virtual and in-person)
-
Fourlane Benefits
- Fully Remote Work Environment
- Bi-weekly Internet Stipend
- Company Issued Laptop, Monitors, Headset and Software Tools
- 100% Employer Paid Medical, Dental, Vision and Life Insurance for Employees
- Employer Matched 401(k) Contributions up to 6%
- Paid Time Off and Flex Time Off
- Charitable Time Off or Employer Matched Charity Donations up to $500 Annually
- Paid Holidays
- Professional Development Reimbursement
- Wellness Reimbursement
- In Person and Virtual Company Events
Job Openings
We’re seeking experienced ERP and accounting technology professionals to join our team and help organizations transform, optimize, and scale their financial systems. Our consultants work closely with growing businesses to implement, integrate, and support modern ERP solutions.
Open roles include:
- Accounting technology and ERP consultants specializing in QuickBooks, Intuit Enterprise Suite, Acumatica and NetSuite
- QuickBooks and Intuit Enterprise Suite implementation and optimization consultants
- Acumatica implementation and solution architects
- QuickBooks bookkeeping – including AP/AR, month end close, payroll, taxes consultants
- ERP and accounting software sales professionals
- Accounting consultants and senior partners
Do Work You’ll Be Proud Of
At Fourlane, you’ll help businesses eliminate confusion, strengthen operations, and move forward with confidence. Our work goes beyond software, we help businesses transform, and our team feels that impact every day.
Senior Consultant
“At Fourlane, I get to work on projects that actually matter. Helping clients like Donwil simplify complex systems, cut unnecessary costs, and gain real financial clarity is the kind of work that keeps me motivated. Every project is a new challenge – and the impact is immediate.”
Senior Consultant
“Working at Fourlane means helping clients unlock the full potential of their systems. On the NewLight Health Acumatica project, we didn’t just configure software – we helped bring financial clarity, eliminate duplicate work, and build confidence in a platform that supports long-term growth. It’s exciting to see the direct impact our expertise has on a client’s business every day.”
Partner
“One of the best parts of working at Fourlane is the chance to dig into tough challenges like we did with SBS. We helped untangle years of inventory discrepancies, fix core accounting issues, and transform their QuickBooks setup into a scalable, dependable system. Getting to deliver clarity and confidence to a client’s financials, that’s what makes this work meaningful.”
QuickBooks Consultant
“What I love about working at Fourlane is tackling complex QuickBooks challenges like the file rebuild we completed for South Austin Metals. We transformed an unstable, inaccurate system into a clean, reliable foundation by resolving database corruption issues, eliminating downtime, and strengthening workflows. The result was accurate financials, dependable real-time inventory counts, and profitability reporting management can trust giving the team and business owner the clarity they need to make informed decisions, drive growth, and move the business toward sustained profitability.”
Fourlane Core Values
At Fourlane, we are driven by our clients’ success. We provide solutions that promote growth and meet our clients’ unique business objectives. Our primary core values are designed to reflect our passion towards providing an excellent customer experience.
Connect
Adaptable
Direct
Driven
What We Do
Fourlane has helped thousands of clients with their financial processes and QuickBooks and ERP system challenges since 2009. At Fourlane, work is more than a job, it’s a calling: to serve, consult, and strategize alongside our clients – from startup to enterprise.
QuickBooks Expertise
There are no cookie cutter QuickBooks implementations at Fourlane. Every client, business, and project is unique. We help with every aspect of QuickBooks, including system design, cleanup, data conversion, custom development, business process, workflow, integration, custom reporting and more.
ERP Expertise
Fourlane is just one of a small handful of firms that have bridged the gap between QuickBooks and ERP systems. Most firms in the ERP space are either IT or accounting focused but don’t understand the system AND the financial piece – we know both and can help. Fourlane resells, implements and supports NetSuite and Acumatica ERP solutions.
Financial Leadership
Through our ongoing bookkeeping and Fractional CFO services, we help our clients build discipline and transparency into their financial processes. We offer experienced financial leadership to help guide our clients on a path towards growth equipped with the ability to make smarter and faster business decisions.
Technology Expertise
Fourlane helps facilitate scalability, allowing businesses to adapt and grow without outgrowing their software. Because there is not an off the shelf solution for every technology need our clients’ face, we offer custom developed applications and integrations that streamline and automate financial processes.
Meet Our CEO & Visionary
Marjorie Adams
Marjorie Adams founded Fourlane in 2009 after years working in-house as a Controller for a large manufacturing company. Marjorie identified a market gap for consultants with both accounting expertise and deep understanding of financial software. After becoming Intuit’s #1 reseller in 2010 she has led the company through several years of sustained growth, and personally advised more than 3,000 companies. An early adopter of the remote work movement, Fourlane was one of the first 16 fully-remote companies. Marjorie continues to be a thought leader around the topic of distributed workforces and remote collaboration.
Marjorie has been voted the Top QuickBooks ProAdvisor Nationwide for 6 years in a row, was named to the 40 Under 40 List by CPA Practice Adviser, and a top Austin-area CEO by the Austin Business Journal. She is the chair of the Intuit User Feedback Committee and a member of the Forbes Finance Council.