Position Details

Salary $50K – $130K USD / year

Type Full-Time

Experience entry

Exp. Years Entry level

Education Bachelor's degree in a related field

Category Sales & Business Development

About this role

This role involves conducting discovery meetings, engaging with qualified leads, and promoting tax and accounting services to real estate investors remotely. The focus is on building relationships and closing deals through effective communication and lead management.

Key Responsibilities

Conduct discovery meetings
Engage with qualified leads
Promote tax and accounting services
Utilize CRM tools for lead management
Achieve quarterly sales goals

Technical Overview

The position requires experience with CRM tools like Hubspot, ClickUp, and lead database management. Strong communication and time management skills are essential for success in a remote sales environment.

Ideal Candidate

The ideal candidate is an entry-level or early-career sales professional with proven success in inside sales, excellent communication skills, and experience with CRM tools like Hubspot. They should be self-motivated, organized, and comfortable engaging with real estate investors and clients remotely.

Must-Have Skills

Proven success in inside salesExcellent verbal and written communication skillsExperience utilizing HubspotClickUp or similar CRMStrong time management skills

Nice-to-Have Skills

Experience in real estate investmentDigital marketing knowledgeLead database management

Tools & Platforms

HubspotClickUp

Required Skills

Proven success in inside salesCRMHubspotlead generationclient engagementdiscovery meetingsaccount managementremote worktime managementcommunication skills

Hard Skills

CRMHubspotClickUpSalesAccount ManagementLead GenerationSales DiscoveryClient EngagementAccount ResearchLead Database

Soft Skills

CommunicationTime ManagementSelf-motivationAdaptabilityAutonomous WorkPresentation SkillsRelationship Building

Industry & Role

Industry Accounting & Finance

Job Function Remote inside sales and client engagement for tax and accounting services

Role Subtype Sales & Business Development

Keywords for Your Resume

sales representativeinside salesCRMHubspotlead generationclient engagementaccount researchdiscovery meetingsaccount managementremote salesaccount databasesales goalsself-motivatedtime managementcommunication skillsaccount developmentreal estate investmenttax and accounting servicesremotecommunication

Deal Breakers

Lack of proven success in inside sales, No experience with CRM tools, Poor communication skills, Unwillingness to work remotely

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Sales Representative - Tax/Accounting

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