Virtual Sales Consultant

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🕒 May 27

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1-800Accountant

201 - 500 employees

Founded 1999

🤝 B2B

💸 Finance

B2B • Finance • Accounting

1-800Accountant is a professional accounting service that assists small businesses with a variety of financial tasks, including tax preparation, bookkeeping, payroll, and business entity formation. They offer online consultations with certified public accountants (CPAs) to help clients navigate complex tax codes and maximize their tax savings. With a focus on providing affordable, flat-rate pricing, 1-800Accountant aims to simplify accounting for business owners so they can concentrate on growing their enterprises.

📋 Description

• 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.

🎯 Requirements

• A professional with 2-4 years of sales experience and a proven track record of meeting and exceeding sales targets. • An expert communicator who is 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 your workflow and client interactions. • A collaborative team player who thrives in a supportive environment and is open to coaching and mentorship.

🏖️ Benefits

• 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.

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