Seneca Financial Partners is a growing accounting, tax, and advisory firm dedicated to empowering small and medium-sized businesses (SMBs) with strategic financial insights. We combine deep technical expertise with personalized service to help our clients scale sustainably and make better financial decisions. As we expand our presence in the Portland, OR market, we're looking for a motivated sales professional to help identify and connect with local SMBs who can benefit from our services.

Position Summary

We are seeking a driven and results-oriented Business Development/Sales Professional to lead business development efforts in the Portland metro area. This is a high-impact role focused on generating qualified leads and driving new business opportunities by connecting SMBs with our expert team. This position is ideal for someone who thrives on networking, understands the needs of small business owners, and wants to be part of a supportive and growing team.

Key Responsibilities

• Identify and Qualify Prospects: Research, identify, and target small and medium businesses in the Portland and surrounding area that are in need of accounting, tax planning, and advisory services.
• Build Relationships: Establish trust and rapport with business owners, CFOs, and decision-makers through proactive outreach, events, and networking.
• Pipeline Development: Manage and grow a strong pipeline of qualified prospects through a mix of outbound efforts, referrals, local business events, and strategic partnerships.
• Collaboration with Senior Staff: Coordinate and schedule initial sales meetings with our senior staff, who will lead the technical aspects of the client sales and engagement process.
• CRM Management: Maintain accurate and timely records of all prospecting activities and sales interactions in our CRM system.
• Market Presence: Represent Seneca Financial Partners at local business networking events, trade shows, and community gatherings.
• Local travel required to meet with prospects, attend local events, etc.

What We Offer

• Competitive Base Salary + Commission: Target total compensation of $80K–$125K, with upside for high performers.
• Strong Benefits: Comprehensive healthcare, dental, vision, 401K participation, and PTO
• Supportive Sales Infrastructure: Leverage our in-house marketing, client success, and senior advisory teams to help close and onboard new business.
• Professional Growth: Join a firm that is scaling rapidly and offers future leadership opportunities.
• Flexible Work Environment: Work-from-home flexibility combined with in-market engagement and networking.
• Impact: Be part of a mission-driven firm helping local businesses thrive.

• 3+ years of experience in B2B sales, business development, or relationship management, ideally within a professional services or financial services environment.
• Knowledge of the Portland SMB ecosystem and a strong local network preferred.
• Excellent communication and interpersonal skills.
• Proven ability to meet and exceed sales targets.
• Self-starter with a proactive, entrepreneurial approach to outreach.
• Strong organizational and CRM management skills.
• Passionate about helping business owners grow through sound financial guidance.