Sales Representative – Tax/Accounting

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

📋 Description

• Facilitate discovery meetings with qualified leads generated by the marketing team.

• Engage with qualified clients to discuss accounting services and tax planning.

• Leverage the firm's lead database to uncover additional sales opportunities.

• Comprehend prospects’ challenges and determine how services can provide value.

• Become proficient in the firm’s service offerings and effectively communicate solutions to client issues.

• Assess client requirements and propose suitable solutions.

• Direct complex opportunities to the appropriate executives for further development and closure.

• Finalize deals and meet quarterly sales targets.

• Generate new sales opportunities through following up on inbound leads and utilizing the existing lead list.

• Investigate accounts, identify key stakeholders, and develop customized outreach strategies.

• Foster relationships with channel partners to enhance pipelines and close transactions.

• Operate independently within a dynamic and modern accounting firm environment.

⛳️ Requirements

• Bachelor’s degree in a relevant field.

• Demonstrated success in inside sales, with a robust history of surpassing goals.

• Professional appearance on video calls.

• Experience managing over 7 calls per day.

• Familiarity with Hubspot, ClickUp, or similar CRM platforms.

• Exceptional verbal and written communication abilities.

• Strong listening and presentation capabilities.

• Excellent skills in multitasking, prioritization, and time management.

• Must reside and work from a U.S. location.

• Must have authorization to work in the United States.

• Must not require current or future sponsorship to work in the United States.

• Clean and professional background (or blurred background) during video calls.

• No noise or distractions in the background.

• Dedicated workspace or room for work.

• Business casual attire for client interactions.

• Always utilize video during client communications.

🏝️ Benefits

• Laptop provided for work.

• $500 reimbursement for technology and computer accessories.

• Fully virtual/remote work arrangement.

• Opportunity to earn commissions.