2+ years in a high-volume customer-facing role, preferably in hospitality or retail.
Prior experience in a phone-based, high-volume sales environment is preferred.
Excellent verbal communication and rapport-building skills.
Self-motivated and goal-oriented with a strong sense of urgency.
Collaborative with a willingness to receive coaching and improve continuously.
Confident in presenting solutions and making recommendations.
Responsibilities
Manage a high-volume pipeline of qualified leads from interested business owners.
Deliver impactful visual presentations and product demos using Google Meet.
Recommend and present appropriate accounting and tax solutions based on expertise.
Educate business owners on the value of financial services in a consultative manner.
Collaborate with Client Success and Account Management teams for client satisfaction.
Manage all client interactions and information effectively in our CRM.
Benefits
Benefits kick in on the 1st of the month after 60 days of employment.
Company-paid Basic Life Insurance and Long-Term Disability coverage.
Optional comprehensive medical, dental, and vision insurance options.
401K available with company matching after 6 months of employment.
Generous Paid Time Off policy including 10 days of PTO and additional holidays.
Full Job Description
The Opportunity: Tired of the night-shift grind? We are seeking charismatic bartenders, servers, and hospitality professionals ready to trade late nights for a stable, professional career. Leverage your people skills to connect small business owners with tailored accounting solutions. This is a consultative sales role where your ability to build rapport and handle a fast-paced environment is your greatest asset.
This is an in-office position located in Largo, FL.
Schedule: Monday - Friday, 9:00 AM - 5:30 PM (No late nights or weekends!)
Job Type: Full Time
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:
2+ years of experience in a high-volume, customer-facing role (bartending, serving, or retail experience is highly valued).
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:
Starting Pay: $20 per hour base rate + uncapped commission.
Earnings Structure: After an initial ramp-up period, compensation transitions to a forgivable draw structure, ensuring you have a consistent monthly floor while maintaining maximum upside.
On-Target Earnings (OTE): Most team members earn between $60,000 and $120,000 annually.
Performance Upside: Our commission plan is transparent and uncapped; our top performers consistently exceed the OTE range.
Benefits:
Eligibility: Benefits begin the 1st of the month after 60 days of employment.
Company-Paid Benefits: Basic Life Insurance and Long-Term Disability.
Optional Benefits: Various medical, dental, vision, and disability insurance options through Anthem BCBS, as well as Short-Term Disability, Critical Illness, Accident Insurance, Flexible/Dependent Care Spending, Health Savings Accounts, and Pet Insurance.
401K: Available after 6 months of employment with a company match and vesting schedule.
Paid Time Off (PTO): 10 days of PTO, 5 company holidays, 2 floating holidays and sick leave policies vary based on state-specific labor laws.
