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Last updated 10 October 2026

Demand Generation Specialist

Two openings.

Apply for this role. Reading the page is not applying. The application is the only way to be considered, and it is the whole first step.

Why this role exists

We need someone to oversee these items:

1. They hear from us Postcard, cold email, social 2. They score themselves The scorecard. Seven questions, two minutes, free 3. They get their answers by email Their score and the gaps, in writing 4. Free 30 minute call The fCFO or the sales person walks them through it 5. They opt in and pay The Practice X-Ray. Their first transaction with us 6. They send us their figures What we need to build it 7. The team builds the X-Ray Their numbers against the benchmark 8. X-Ray walk through The fCFO or a sales lead walks them through it 9. They opt into monthly services They sign for recurring work 10. We onboard them They become a client 11. Recurring monthly service Month after month, from here on
The X-Ray is $1,500 to $3,000. For monthly recurring services, each client pays $1,500 to $3,000 a month, and four a month is the target.

How the funnel works, step by step

Logistics

Work hours

The technology you need to work here

The setup is the same for every role here. The technology you need to work here lists the computer, the internet, the power backup, the audio and the workspace.

Full time here

You are passionate about your work. Full time here means 8 to 10 hours a day, because you want to see things through to finished.

Who we want here

Who should not apply

This is not the role for you if you:

  1. Wait for somebody else to pick a thing up, or need the work handed to you tidy and already decided.
  2. Report a problem and stop there.
  3. Try somebody once, get no answer, and give up.
  4. Go quiet when something needs raising, or find telling the truth consistently hard.
  5. Read hidden meanings and office politics instead of the plain words.
  6. Overstate what you can do, or are different before you are hired and after.
  7. Have changed jobs every year or two, or want short projects and a work whenever schedule.

How your results are measured

Role summary

You run the outbound programs that fill the pipeline for our endodontic practices.

The plans exist and the assets are built. Your job is that they go out on schedule, that each one is measured the same way, and that what is not working gets changed rather than repeated.

You improve the plan rather than only running it. You build the funnel, you track the numbers that show whether it works, and you keep making the next round better than the one before.

Our marketing is AI first and AI integrated. The tools are how the work gets done here, not something you reach for when there is spare time.

Marketing supports sales here. Without sales there is no money to pay for marketing, so every decision about what to spend and what to send is made against whether it puts a qualified person on a first call.

The campaign waiting for you

All of this is built and ready to send, so you start with something running rather than a blank page.

You take it on a piece at a time. The postcards and the emails come first, and the rest follows once those two are working.

What you own

The list

Postcards

Email

The free scorecard, and what happens after it

Social, once it starts

The marketing scorecard

What this role does not do

How SMB Numbers works

We move fast, and we do not do chaos. We do consistency. If something is off, we say it early. If you do not know, you ask once, then take a smart first try. If you make a promise, you follow through. And if it is not written down, it did not happen.

How we work together

Software we use

What we need from you

Pay

How pay works here. The parts, how each one grows, the coverage bonus and sales commission.

Career growth

Every step of our process, in order. Read it before you apply, so you know what is coming and when.

How to apply

Fill in the application. It is the whole first step.

It asks for a web address for a short video recording answering both of these questions. Put the video anywhere we can open without an account, and paste the address into the application.

Apply now. If you have read this far and it sounds like you, send it. We read every one.

Tax and accounting career levels, the levels used across the firm.