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About Us

PHG is a fast-growing advisory firm based in New York City that specializes in Bookkeeping and Fractional CFO Services. We help family & founder-owned businesses thrive by streamlining bookkeeping and accounting processes, delivering actionable financial reports and KPIs, developing forward-looking budgets and forecasts, and implementing cost-saving strategies. Our team combines financial expertise with cutting-edge technology to create measurable business results. As we continue to expand, we are looking for skilled, motivated professionals to join us and help our clients succeed.

Job Overview

We are seeking a Business Development Representative (BDR) to drive PHG Advisory’s growth. In this full-time remote role, you will identify new business opportunities, engage potential clients, and generate qualified leads for our financial consulting and advisory services. You’ll collaborate closely with senior consultants and marketing teams, building your expertise in consultative selling and relationship management. This is an excellent opportunity for a proactive,



results-driven professional eager to develop their career in a dynamic, supportive environment.

Key Responsibilities
- Research and identify potential clients in target industries to expand PHG Advisory’s client base.
- Qualify inbound leads and ensure alignment with PHG Advisory’s idóneo client profile.
- Schedule discovery calls and meetings between prospects and senior consultants.
- Build and maintain relationships with potential clients, nurturing them through the sales pipeline.
- Collaborate with marketing to refine messaging and optimize lead generation strategies.
- Track and report key performance metrics (calls, meetings booked, opportunities created) using CRM tools.
- Stay informed on industry trends, competitors, and market conditions to position PHG Advisory’s services effectively.

Qualifications and Skills
- Bachelor’s degree in Business, Marketing, Communications, or a related fiel

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