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Role Description

This role involves building relationships and serving as a trusted advisor to clients as a Virtual Sales Consultant.

• Proactively manage a high-volume pipeline of qualified leads and prospects.
• Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement.
• Educate clients on the value of professional accounting and tax services through a consultative, empathetic sales approach.
• Strategically manage client relationships and provide exceptional follow-up to advance the sales cycle.
• Master our CRM system and other sales tools to efficiently manage your pipeline and client information.
• Other duties as assigned.

Qualifications

• 2-4 years of sales experience with a proven track record of meeting and exceeding sales targets.
• Expert communicator skilled at building trust and rapport with clients via phone and video calls.
• Highly disciplined, self-motivated, and goal-oriented with excellent time management skills.
• Comfortable and adaptable with new technology, using it to enhance workflow and client interactions.
• Collaborative team player who thrives in a supportive environment and is open to coaching and mentorship.

Requirements

• Work Location: Remote
• Standard Operating Hours: 9:00am-5:30pm EST
• Comprehensive training program for the first two weeks of employment.
• Provide your own equipment and work in a designated home office.
• CPU: Quad-Core
• RAM: Minimum 8 GB (16GB RAM preferred)
• Internet Requirements: Minimum 25 Mbps Download, Minimum 5 Mbps Upload
• Operating System: Windows or Mac (No Linux)
• Additional Requirements: second monitor, webcam, headset

Benefits

• Commission: Uncapped commission structure with a clear and transparent plan.
• Expected On-Target Earnings (OTE): Between $60,000 and $120,000, with top performers exceeding this range.
• 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.
• 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 3 sick days.