Associate Sales Executive

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

📋 Description

• Identify prospective clients by consulting with potential customers to ascertain which business services effectively address their challenges.

• Generate sales opportunities and promote services to both new and existing clients.

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

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

• Accurately document account, contact, and sales activities in the CRM in a timely manner.

• Achieve or surpass established sales activity and sales targets.

• Regularly communicate progress updates to sales management.

• Provide an accurate monthly sales forecast to management.

• Build customer relationships and establish yourself as a trusted advisor.

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

⛳️ Requirements

• High school diploma or equivalent is required.

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

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

• Knowledge of managing a lead or sales pipeline.

• Proficient oral, written, and interpersonal communication skills.

• Previous experience as an account or client manager, SDR, BDR, or inside sales representative is advantageous.

• Punctual and responsible.

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

• Excellent listening, negotiation, and presentation skills.

• Strong familiarity with customer relationship management (CRM) software, such as Salesforce or similar platforms.

• A bachelor's degree in a related field or equivalent experience through education and relevant work experience is preferred.

• Experience managing the complete sales cycle from prospecting to closing is preferred.

• Knowledge or familiarity with bookkeeping, payroll, or accounting is preferred.

• Previous working experience with small businesses is preferred.

• Experience with sales engagement and dialing/call coaching platforms is preferred.

🏝️ 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.