Inside Sales Representative - Remote

Overview

As an Inside Sales Representative at our 100% virtual CPA firm, you will engage with high-income clients, utilizing a consultative sales approach to convert leads into sales.

In Short

• Conduct discovery calls with qualified inbound leads.
• Engage in a consultative sales process tailored to client needs.
• Meet and exceed monthly and quarterly sales targets.
• Research accounts and identify key decision-makers.
• Utilize Hubspot or similar CRM for managing leads.
• Work in a fully remote, autonomous setting.
• Maintain a professional video presence during client interactions.
• Receive a dedicated tech reimbursement for equipment.
• Join a fast-growing accounting firm recognized on the Inc. 5000 list.
• Be part of a culture that values time management and adaptability.

Requirements

• Bachelor’s degree in a related field.
• Minimum of 2 years of sales experience.
• Proven track record of exceeding sales targets.
• Exceptional time management and organizational skills.
• Ability to adapt in a remote work environment.
• Professional communication skills for high-net-worth clients.
• Experience in CPA/financial advisory or real estate preferred.

Benefits

• Competitive base salary and commission structure.
• Opportunity to work remotely.
• Access to professional development and training.
• Supportive and growth-driven company culture.
• Tech reimbursement for home office setup.