Posting ID : A1068454007
Date Posted : 2015-08-18
Category : Sales
This is a business to business sales role. No cold calling - outbound calls on leads only. The primary function of this position is to engage with small business clients as a consultative business partner. This individual will have opportunities to sell accounting and tax services, and other value added products and services to small business owners and entrepreneurs.. Leads will be provided via warm lead lists requiring outbound calls to prospects. Additional responsibilities include documentation of all sales activity within the CRM system, and new client boarding, training, and customer service as needed. Success will be measured by lead close ratio, achievement of revenue goals, and overall client satisfaction. It is expected that Sales Representative always embody the highest ethical standards, and treat other with dignity and respect.
Job duties include, but are not limited to the following:
1. Providing professional consultation on a suite of small business solutions.
2. Selling Tax and Accounting services
3. Developing and maintaining relationships with internal stakeholders.
4. Develop an understanding and represent the entire suite of products and services to small business clients.
5. Document all client interaction in CRM system according to company policy
6. Meet or exceed all sales and revenue goals, and other established client or management expectations.
7. All other responsibilities or duties as assigned by management.