Sales and Business Development Associate Startup Finance Services (SF)

Sales & Business Development Associate (Startup CFO & Accounting Services)

Location:

San Francisco Bay Area (Hybrid or Remote-Friendly - U.S. Based) Full-Time | Base + Commission About Rooled Rooled is a modern outsourced CFO, accounting, and tax firm that partners with high-growth, venture-backed startups across the U.S. We're the strategic financial arm behind founders at the earliest stages of innovation — from AI to SaaS to biotech and beyond. Our team combines real startup expertise, white-glove service, and smart tech integrations to give founders financial clarity and control. We're trusted by top VCs, accelerators like Berkeley SkyDeck, and hundreds of startup leaders building the next generation of companies.

The Role:

Sales & Business Development Associate We're hiring a high-energy, relationship-driven Sales & Business Development Associate to help us scale Rooled's reach and impact. You'll work directly with the with firm leadership to identify opportunities, nurture inbound and referral leads, and build meaningful connections with founders, VCs, and startup partners. This role is perfect for someone who loves startups, knows how to build trust quickly, and wants to grow in a high-impact, fast-moving firm. Key Responsibilities

• Prospect, qualify, and follow up with startup leads (warm referrals, inbound, LinkedIn, and events)
• Conduct intro calls and discovery to understand startup financial needs
• Work closely with CFOs and firm leadership to match prospects with the right services
• Maintain CRM (HubSpot) and ensure clear pipeline reporting
• Attend startup events, demo days, and ecosystem meetups (live or virtual)
• Build and maintain relationships with VCs, accelerators, and partners
• Collaborate on marketing campaigns, email outreach, and client onboarding Who You Are
• 2-5 years of experience in sales, business development, partnerships, or founder-facing roles
• Strong understanding of the startup ecosystem, fundraising, and financial pain points
• Confident communicator who builds rapport quickly and follows up consistently
• Organized, metrics-driven, and comfortable managing a sales pipeline
• Familiar with tools like HubSpot, Streak, Apollo, or CRM equivalents

Bonus:

experience at a VC-backed startup, accelerator, or finance-related firm (e.g., accounting, SaaS, FP&A, Brex/Ramp/SVB-type company Why Rooled

• We support hundreds of cutting-edge startups doing meaningful work
• We're growing fast and need people who want to build alongside us
• You'll work directly with CFOs and founders — not buried behind a desk
• You'll gain a front-row seat to how VC-backed startups scale, raise capital, and thrive

Job Type:

Full-time Pay:

$100,000.00 - $150,000.00 per year

Benefits:

401(k) Dental insurance Flexible schedule Health insurance Life insurance Paid time off Vision insurance

Education:

Bachelor's (Required)

Location:

San Francisco, CA 94133 (Required)

Work Location:

Hybrid remote in San Francisco, CA 94133