Associate Sales Executive

🔥 17 hours ago

🏰 Missouri – Remote

🏰 Missouri – Remote

💵 $21 - $32 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🤑 Sales

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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H&R Block

WebsiteLinkedInAll Job Openings

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 that provides in-person and online tax filing, tax professionals, small business bookkeeping and payroll, and related financial products such as refund advances and prepaid cards. Founded in 1955, it operates retail tax offices, franchises, and digital platforms to serve consumers and small businesses with tax, accounting, and financial solutions.

📋 Description

• Identify potential clients through consultations with prospects to determine which business services address 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 a consistent and accurate monthly forecast to sales management • Establish customer relationships and serve as a trusted advisor • Work closely with Account Managers to support effective new client onboarding

🎯 Requirements

• 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 • Solid experience with CRM software (e.g. Salesforce or other) • Strong listening, negotiation, and presentation ability • Preferred: Bachelor’s degree in a related field or equivalent through a combination of education and related work experience • Preferred: Bilingual in English and Spanish • Preferred: Experience owning the full sales cycle from prospecting to close • Preferred: Knowledge or familiarity with bookkeeping, payroll, or accounting • Preferred: Work experience with small businesses • Preferred: Experience with sales engagement and dialing/call coaching platforms

🏖️ Benefits

• 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