Business Development & Upwork Proposal Specialist | Finance, Startups, AI

You will be joining a Virtual CFO & Finance Consulting agency that collaborates with startups, SaaS founders, eCommerce sellers, and agencies in the US, UK, and Canada. The main focus of the agency is to assist businesses in making informed financial decisions with clarity and confidence. Your role as a business development assistant will involve creating customized and engaging proposals on platforms like Upwork. You will also support various outreach and growth tasks to contribute to the agency's expansion. The position offers flexible working hours, with a requirement of at least 3 hours of overlap with EST timezone daily. In this role, your responsibilities will include: - Crafting tailored proposals for finance, bookkeeping, and modeling projects on Upwork - Emphasizing the value you can provide rather than just listing skills in your proposals - Monitoring the performance of proposals and making optimizations based on feedback - Professionally and promptly following up with potential clients - Assisting with email outreach, lead research, and light CRM/data entry tasks The ideal candidate for this position would possess the following qualities: - Proficiency in written English with a clear, simple, and human tone (avoiding robotic or AI-style language) - Prior experience with Upwork or freelance bidding in service-oriented industries - Additional bonus points for experience working with accounting, CFO, or SaaS clients - Organized, consistent, and responsive in handling tasks - Ability to work independently and provide suggestions for enhancing the agency's growth strategy As part of your daily tasks, you will be utilizing tools such as Upwork (primary platform), AI tools like Perplexity/Chat GPT, Google Docs/Sheets, and ClickUp/Notion for tracking purposes. Success in this role will be reflected in: - Sending out 5-10 proposals per day with a high response rate - Improving the positioning and messaging of proposals over time - Scheduling meetings or discovery calls through successful outreach efforts To apply for this position, please submit the following: - 12 sample proposals or cold emails - Details of your background on Upwork or in business development (if applicable) - What excites you about collaborating with a finance + AI-forward agency - Your availability for the role,