
10,000+ employees
Founded 1955
💸 Finance
👥 B2C
🤝 B2B
Finance • B2C • B2B
H&R Block is a U. S. -based tax preparation and financial services company founded in 1955 that helps individuals and small businesses with tax filing, bookkeeping, payroll, business-formation services, and related financial products. The company operates retail and franchise tax offices, offers online filing and tax-software options, provides financial products (refund advances, a branded debit card and other bank products in partnership with Pathward), and serves both consumer and small-business customers. H&R Block also runs training and seasonal staffing programs, and provides resources such as The Tax Institute and audit/notice support.
🔥 0 minutes ago
🏰 Missouri – Remote
💵 $21 - $32 / hour
⏰ Full Time
🟢 Junior
🟡 Mid-level
🤑 Sales
🚫👨🎓 No degree required
👻 Ghost score 0%
Where this job comes from
Posted on H&R Block's careers page, not through a job board
First seen by Remote Rocketship 0 minutes ago

10,000+ employees
Founded 1955
💸 Finance
👥 B2C
🤝 B2B
Finance • B2C • B2B
H&R Block is a U. S. -based tax preparation and financial services company founded in 1955 that helps individuals and small businesses with tax filing, bookkeeping, payroll, business-formation services, and related financial products. The company operates retail and franchise tax offices, offers online filing and tax-software options, provides financial products (refund advances, a branded debit card and other bank products in partnership with Pathward), and serves both consumer and small-business customers. H&R Block also runs training and seasonal staffing programs, and provides resources such as The Tax Institute and audit/notice support.
• Identify potential clients through consultations with prospects to determine which business services solve their challenges • Create sales opportunities and sell services to new and existing clients • Drive adoption of service offerings among interested small business owners • Own and nurture the lead pipeline, keeping the sales funnel robust, prioritized, and growing • Record account, contact, and sales activities in CRM in a timely manner • Meet or exceed agreed-upon sales activity and sales targets • Communicate regularly with sales management on progress • Provide an accurate monthly forecast to sales management • Establish customer relationships and serve as a trusted advisor • Collaborate with Account Managers to support effective new client onboarding
• High school diploma or equivalent • Effective time management and organization skills with the ability to handle multiple priorities • Experience in a B2B customer-facing role with a track record of high performance • Familiarity with managing a lead or sales pipeline • Oral, written, and interpersonal communication skills • Previous experience as an account or client manager, SDR, BDR, or inside sales representative • Punctual and accountable • Resourcefulness, proactively leveraging available resources and knowing when to ask for help • Strong listening, negotiation, and presentation ability • Strong working knowledge of customer relationship management (CRM) software, such as Salesforce or other • Bachelor’s degree in a related field or equivalent through a combination of education and related work experience is preferred • Experience owning the full sales cycle from prospecting to close is preferred • Knowledge or familiarity with bookkeeping, payroll, or accounting is preferred • Working experience with small businesses is preferred • Experience with sales engagement and dialing/call coaching platforms is preferred
• Competitive pay • Medical and prescription drug coverage for qualifying associates and eligible dependents • H&R Block Retirement Savings Plan (401(k) Plan) • Employee Assistance Program • (Virtual) fitness center programs • Associate discount program • Business Travel Accident Insurance • Associate Tax Prep benefit • Incentive compensation or short-term incentive plans may provide additional earnings
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