via Kula
$55K - 75K a year
Identify and qualify prospective business clients, conduct outreach, and build relationships with business owners and executives around tax credit solutions.
Requires a bachelor's degree, at least one year in business development or a customer-facing role, strong communication and resilience, and interest in technology and finance.
About Onshore Onshore is the modern standard for U.S. companies claiming the R&D tax credit. We find, document, and defend the tax credits and deductions that farms, manufacturers, architects, and engineers have earned. Claiming the R&D tax credit has historically been an ordeal full of consultants, spreadsheets, and hidden fees. Now, our software and AI-powered solutions read every line of a client's records against the tax code, produce verified computations, and are reviewed by a credentialed tax professional before filing. This position is based in New York City, and in-office attendance is required Monday-Friday. Who we are looking for: * 1+ years of experience in Business Development, Sales Development, or a customer-facing role with quota responsibilities. * Bachelor’s degree is required (Business, Finance, Economics, or a related field are preferred). * Passion for technology, AI, and the financial/tax industry, with the ability to quickly learn and understand technical product concepts related to tax. * Strong communication skills, resilience, and the ability to handle objections with a customer-centric mindset. A demonstrated history of consistently surpassing weekly, monthly, and quarterly sales goals. * Self-motivated, organized, and goal-oriented, with the ability to manage multiple leads and follow-ups effectively. * Eager to learn, receptive to coaching, and capable of collaborating with cross-functional teams. * Bonus points for CRM experience and other sales tools (Salesforce, Outreach, LinkedIn Sales Navigator preferred). * Bonus points for familiarity with financial documents and/or basic tax-related terminology. What you’ll be doing: * Strategically uncover qualified businesses using creative prospecting techniques to expand our reach. * Proactively connect with potential clients through phone calls, emails, LinkedIn, and innovative outreach channels. * Work hand-in-hand with our directors to identify high-priority accounts, target industries and exciting partnership opportunities. * Cultivate genuine relationships with business owners and executives to understand their needs and showcase how our services can make a difference. * Keep our CRM updated with detailed records of all outreach efforts to ensure seamless follow-up and tracking. * Represent Onshore with energy, professionalism, and passion for delivering real value to every interaction. Life at Onshore: * Rewarding Compensation Packages: We aim to ensure every employee feels valued and appreciated. The annual base salary for this position is $75,000 with an additional bonus component. * Healthcare Benefits: We provide comprehensive medical, dental, and vision plans along with FSA and HSA options. * Unlimited Time Off: We believe in supporting work-life balance and overall well-being, which is why we offer unlimited PTO. This allows you to take the necessary time to rest, recharge, and attend to personal matters whenever needed. * Paid Parental Leave: We provide dedicated paid leave to support new parents, emphasizing our commitment to supporting families and helping employees prioritize their time with loved ones during this significant life event. * Office Environment and Perks: Experience our collaborative and thriving workspace in New York City, complemented by a fully stocked kitchen, regular company gatherings, and a vibrant culture that fosters strong morale and connections among team members. * Personal and Professional Growth: Leverage the diverse team environment to support your development through workshops, mentorship and team-building activities.
This job posting was last updated on 10/9/2026