Associate Sales Executive

This is a fully remote position, open to applicants in Missouri.

📋 Description

• Identify potential clients through consultations with prospects to determine which business services address their challenges.

• Create sales opportunities and promote services to new and existing clients.

• Encourage adoption of service offerings among interested small business owners.

• Manage and cultivate the lead pipeline, ensuring the sales funnel remains robust, prioritized, and expanding.

• Timely record account, contact, and sales activities in the CRM system.

• Achieve or surpass established sales activity and sales targets.

• Maintain regular communication with sales management regarding progress.

• Provide a consistent and accurate monthly sales forecast to management.

• Build customer relationships and act as a trusted advisor.

• Collaborate closely with Account Managers to ensure effective onboarding of new clients.

⛳️ Requirements

• High school diploma or equivalent required.

• Strong time management and organizational skills, capable of managing multiple priorities.

• Experience in a B2B customer-facing role with a proven record of high performance.

• Familiarity with managing a lead or sales pipeline.

• Strong oral, written, and interpersonal communication skills.

• Previous experience as an account or client manager, SDR, BDR, or Inside Sales Representative.

• Punctual and responsible.

• Resourceful, with the ability to proactively utilize available resources and recognize when to seek assistance.

• Solid experience with CRM software (e.g., Salesforce or similar platforms).

• Exceptional listening, negotiation, and presentation skills.

• Preferred: Bachelor’s degree in a relevant field or equivalent combination of education and experience.

• Preferred: Bilingual in English and Spanish.

• Preferred: Experience managing the full sales cycle from prospecting to closing.

• Preferred: Knowledge or familiarity with bookkeeping, payroll, or accounting.

• Preferred: Work experience with small businesses.

• Preferred: Experience with sales engagement and dialing/call coaching platforms.

🏝️ Benefits

• Competitive pay.

• Medical and prescription drug coverage for qualifying associates and eligible dependents.

• H&R Block Retirement Savings Plan (401(k) Plan).

• Employee Assistance Program.

• (Virtual) fitness center programs.

• Associate discount program.

• Business Travel Accident Insurance.

• Associate Tax Prep benefit.

• Incentive compensation or short-term incentive plans may provide additional earnings.