Minimum 2 years of successful sales experience with a proven track record.
Experience in a high-volume, phone-based sales environment preferred.
Strong verbal communication skills for building rapport and conveying complex information.
Self-motivated and goal-oriented with urgency and independence.
Collaborative mindset, open to coaching and continuous improvement.
Confidence in presenting solutions and making recommendations.
Responsibilities
Manage a high-volume pipeline of qualified leads from interested business owners.
Deliver impactful presentations and product demos via Google Meet.
Recommend and present tailored accounting and tax solutions based on expertise.
Educate business owners on the value of professional financial services using a consultative approach.
Collaborate with Client Success and Account Management teams for smooth transitions and client satisfaction.
Efficiently manage client interactions and information within the CRM system.
Benefits
Comprehensive medical, dental, and vision insurance options available after 60 days.
401(k) plan with company match and clear vesting schedule after 6 months.
Generous paid time off, including sick leave and company holidays.
Company-paid basic life insurance and long-term disability coverage.
Optional benefits available, including pet insurance.
Full Job Description
The Opportunity: We are seeking a results-driven Sales Consultant to join our dynamic team. In this role, you will act as a trusted advisor, connecting small business owners with the tailored accounting and tax solutions they need to succeed. This is a consultative sales position focused on helping small business owners and providing exceptional value.
Responsibilities:
Manage a high-volume pipeline of qualified leads, engaging with business owners who have expressed interest in our services.
Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement.
Leverage your expertise to recommend and present the most suitable accounting and tax solutions.
Educate business owners on the value of professional financial services, using a consultative approach to address their concerns and build trust.
Collaborate with our Client Success and Account Management teams to ensure a smooth transition and long-term client satisfaction.
Accurately and efficiently manage all client interactions and information within our CRM system.
Qualifications:
A minimum of 2 years of proven success in a sales role, with a track record of consistently meeting or exceeding sales targets.
Prior experience in a phone-based, high volume sales environment is highly preferred.
Excellent verbal communication skills with the ability to build rapport and articulate complex information clearly and professionally.
Self-motivated and goal-oriented with a strong sense of urgency and the ability to work independently.
Collaborative and receptive to coaching, with a continuous improvement mindset.
Demonstrated confidence in presenting solutions and making decisive recommendations.
Compensation & Benefits:
Compensation:
Base Salary: A competitive base salary, commensurate with experience.
Commission: Uncapped commission structure with a clear and transparent plan, providing significant upside potential for top performers.
Expected On-Target Earnings (OTE): The average OTE for this role is between $60,000 and $200,000, with top performers exceeding this range.
Benefits:
Health & Wellness: Comprehensive medical, dental, and vision insurance options are available starting the 1st of the month after 60 days of employment.
Financial Wellness: 401(k) plan with a company match and a clear vesting schedule, available after 6 months of employment.
Time Off: Generous paid time off, paid sick leave, bereavement leave, and paid company holidays.
Additional Benefits: Company-paid basic life insurance, long-term disability, and a variety of optional benefits including pet insurance.
