Sales Consultant - CPA

Consult with America's businesses, leveraging key referral channels and partnerships to educate stakeholders on our services, and provide consultative solutions to increase market share and drive revenue.

• Achieve unit and revenue expectations.
• Create, manage, and advance accounts, leads, and opportunities in company's CRM system (Salesforce) and provide accurate sales activity and forecasts.
• Collaborate with key referral sources, including Accountants, Banks, and existing clients, with the goal of education, consultation and to secure referrals to end user sales.
• Schedule and conduct meetings with existing and new channel accounts through telephone calls, targeted email campaigns, and corporate marketing programs, as directed by Sales Management.
• Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the solution to key stakeholders and decision makers in accordance with the client's preference on in person or virtual interaction to increase revenue and market share.
• Develop sales skills and maintain a comprehensive understanding of the company product offering to optimize sales results; remain up-to-date with new product initiatives, services, industry trends and other relevant information of interest to customers.
• Collect, complete and submit all necessary paperwork for new sales within defined Service Level Agreement (SLA) guidelines.
• When required, address and escalate client concerns to our Service Partners, and follow-up as necessary to ensure satisfactory resolution.
• May be required to travel for purposes of visiting channel partners, and attending sales incentive trips, ongoing training, and/or area meetings.
• Upholds and demonstrates the company values with every interaction internally and externally.
• Complete onboarding training curriculum as directed.
• Upholds and demonstrates the company values with every interaction internally and externally.

• H.S. Diploma - Required
• Bachelor's Degree - Preferred
• 2 years of experience in relevant sales capacity.
• Valid Drivers License - Required

• Act with uncompromising integrity.
• Provide outstanding service and build trusted relationships.
• Drive innovation in our products and services and continually improve our processes.
• Work in partnership and support each other.
• Be personally accountable and deliver on commitments.
• Treat each other with respect and dignity.





• What's in it for you?
  
  
  
  
  • We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.
  • We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.
  • We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.
  • We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.
  • We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.
  • Benefits described apply to full-time employees. Benefits for part-time, contract, and intern roles may vary.
  
  
  
  
  Not sure if you meet every requirement?
  
  
  
  
  If you're passionate about the role but don't check every box, we still encourage you to apply. You might be the right fit - either for this position or another opportunity with us.
  
  
  
  
  Equal opportunity employer. We are committed to fostering a respectful and inclusive workplace where all individuals are treated fairly and evaluated based on their qualifications, experience, and merit. We comply with all applicable federal, state, and local laws prohibiting discrimination in employment.