This role involves building relationships and serving as a trusted advisor to clients, with a direct impact on the success of small businesses. 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.