Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Entry Level Sales Consultant - CPA

Hire Velocity

Consulting Role Overview

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.

Responsibilities

  • 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.

Qualifications

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

Values

  • 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.

Hire Velocity
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Entry Level Sales Consultant - CPA in Renton, WA vacancy
  • Paychex seeks an Entry Level Sales Consultant to drive new business for our payroll, HR, and benefits solutions. In this client-facing role, you will prospect and qualify small and midsize businesses, conduct discovery calls, and present tailored Paychex offerings that... 
    Entry level

    Paychex

    Renton, WA
    4 days ago
  •  ...Entry Level Direct Sales Position Summit is searching for an exceptional individual to join our team in an Entry Level Direct Sales position, tailored specifically for those with a background in retail or transitioning from the military. We recognize the value of your... 
    Entry level
    Weekly pay

    SUMMIT BUSINESS GROUP, LLC

    Renton, WA
    2 days ago
  •  ...achieve unit and revenue goals. Schedules appointments and visits assigned bank branches to secure referrals. Leverage the Go-to-Market Sales Strategy to identify customers' needs and present the company solution to key stakeholders and decision makers in accordance with... 
    Entry level
    Full time
    Contract work
    Part time
    Internship
    Local area

    Hire Velocity

    Renton, WA
    2 days ago
  • $100.4k - $197.9k

    Position Summary Specialized Channel Sales Lead (Senior Consultant Level) - Supply Chain Cluster The Team The Clients and Markets Acceleration...  ...communities. Learn more. Professional development From entry-level employees to senior leaders, we believe there’s... 
    Entry level
    Local area

    Deloitte

    Seattle, WA
    2 days ago
  • $55k

    Job Opportunity We work closely with members of over 40,000 unions and associations such as Teachers, Firefighters, Veterans and Nurses for over 60 years as the #1 provider for supplemental benefits. As workers nationwide know that their benefits through their jobs ...
    Entry level
    Remote job
    Work at office
    Local area
    Work from home
    Flexible hours

    Spade Recruiting

    Renton, WA
    3 days ago
  • $65k - $85k

     ...Job Description Job Description Outside Insurance Representative, Entry-Level Location: Flexible / Remote | Job Type: Commission-Based | Company: Divinity Group Are you ambitious, results-driven, and ready to take your career to the next level? At Divinity... 
    Entry level
    For contractors
    Remote work
    Flexible hours

    Divinity Group LLC

    Renton, WA
    a month ago
  • $65k - $85k

     ...Job Description Job Description Entry-Level Outside Sales Representative Location: Field-Based/Remote (Travel in Territory) Compensation: Commission-Based ($65K$85K Avg/Year) Optional Base Draw + Uncapped Opportunity Are you someone who does what others won... 
    Entry level
    Full time
    Remote work
    Flexible hours

    Divinity Group LLC

    Tukwila, WA
    9 days ago
  • $300k

    Are you an experienced Sales Professional, Restaurant Manager, Culinary Manager or Chef looking for career development opportunities...  ...and cell phone provided Career pathing opportunities for both entry level, and experienced individuals Opportunity to be part of a purpose... 
    Entry level
    Internship
    Relocation
    Weekend work
    Afternoon shift

    Sysco Northeast Rdc

    Kent, WA
    2 days ago
  • $42.9k - $71.5k

     ...Sales Representative Company: US0102 Sysco Spokane, Inc. Sales Territory: US-WA-Tri Cities Zip Code: 83854 Travel Percentage...  ...cell phone provided Career pathing opportunities for both entry level, and experienced individuals Opportunity to be part of a... 
    Entry level
    Internship
    Local area
    Worldwide
    Relocation
    Weekend work
    Afternoon shift

    Sysco

    Seattle, WA
    5 days ago
  •  ...focuses on tax research, compliance, and assisting with planning and consulting engagements alongside senior tax professionals. Ideal...  ...have a Bachelor’s in accounting/finance/taxation and are pursuing CPA certification, with strong analytical and communication skills... 
    Full time

    HireNow Staffing

    Seattle, WA
    1 day ago
  • $65k

     ...the marketing and operational pieces of our business. We offer a comprehensive development program where you will work closely with sales and marketing, human resources, procurement, and more to produce excellence in customer service, growth strategies, operating efficiencies... 
    Entry level
    Hourly pay
    Relocation
    Flexible hours

    Enterprise Mobility Inc

    Renton, WA
    2 days ago
  • $52.64k

     ...comprehensive development program where you will work closely with sales and marketing, human resources, risk management, real estate...  ...Assemble bank reconciliation and account schedule Prepare journal entries, expense accruals and allocations Participate in a timely and... 
    Entry level
    Full time
    Work at office
    Local area
    Worldwide
    Relocation
    Flexible hours

    Enterprise

    Renton, WA
    3 days ago
  • $69 - $115 per hour

     ...Technical Accounting Leader (CPA required) Location: Bellevue, WA (Onsite) Pay Rate: $69 - $115 per hour Position Type: Long term...  ..., compliance, and accounting policy initiatives. This senior-level role will provide leadership and expertise across multiple business... 
    Hourly pay
    Long term contract
    Full time
    Local area

    System One

    Bellevue, WA
    3 days ago
  • $1,300 per month

    Avanta Works in Washington is seeking a Junior Accountant to join our accounting team. This entry-level role involves assisting with financial statements, maintaining records, and ensuring compliance with accounting principles. A detail-oriented mindset and strong analytical... 
    Entry level

    Avanta Works

    Seattle, WA
    5 days ago
  •  ...Entry-Level Sales Representative At Performance Windows we're proud to be the area's highest-rated and most trusted window company. With a proven reputation and years of success, we offer the stability of an established leader–yet we're still growing quickly. That growth... 
    Entry level
    Weekly pay
    Immediate start
    Flexible hours

    Performance Windows

    Seattle, WA
    5 days ago
  • A retail solutions company is seeking an individual for an entry-level position in Renton, Washington, focused on in-store merchandising. This role involves building displays, tracking inventory, and providing customer support while requiring up to 50% travel. The ideal... 
    Entry level

    Advantage Solutions

    Renton, WA
    4 days ago
  •  ...season, offering a fully remote position. This role requires a minimum of 2 years of experience in tax preparation and an active EA, CPA, or practicing attorney credential. You will assist clients with both federal and state tax returns while using advanced communication... 
    Remote work

    DEV INC

    Seattle, WA
    4 days ago
  • A leading tax services company is looking for a Tax Professional to work remotely. This role is ideal for someone with a CPA or EA credential and at least 2 years of tax preparation experience. You will assist clients with their tax filings using TurboTax, providing advice... 
    Remote job
    Flexible hours

    Dev

    Seattle, WA
    5 days ago
  •  ...software selections such as Sage Intacct. You will work with practice leaders, technical specialists, and partners to manage the sales cycle, develop solutions, and ensure successful project outcomes. CPA is required and background checks apply. #J-18808-Ljbffr Clark-Nuber-

    Clark-Nuber-

    Bellevue, WA
    1 day ago
  • $98k - $130.71k

    Are you a CPA who enjoys building relationships, identifying business opportunities, and helping organizations improve their financial...  ...ideal for a CPA who enjoys networking, business development, consultative sales, and serving as a trusted advisor to executives evaluating... 
    Contract work
    Temporary work
    Work experience placement
    Flexible hours

    Clark Nuber, PS

    Bellevue, WA
    5 days ago
  •  ...controls. Successful candidates will have a Bachelor’s degree in Accounting or a related field, a solid GPA, and strong communication skills. Opportunities for full-time positions post-internship and CPA sponsorship are also available. #J-18808-Ljbffr 8B Education Investments
    Full time
    Summer work
    Internship
    Summer internship
    Visa sponsorship

    8B Education Investments

    Seattle, WA
    1 day ago
  • Experienced GAAP & Tax CPA Are you a problem-solver who thrives on building client relationships...  ...on metrics based on billable hours or sales, you will be able to focus on helping...  ...with clients and team members across all levels. Time Management: Able to manage multiple... 
    Price work
    Remote work
    Work from home
    Flexible hours

    Wscpa Spokane Chapter

    Auburn, WA
    3 days ago
  • FBCPA, Auburn-based CPA firm, seeks an Experienced GAAP & Tax CPA to join a team of 17 professionals serving clients across South King County, WA, Alaska, and beyond. This hands-on role offers a mix of attest and tax responsibilities, client relationships, and opportunities... 
    Flexible hours

    Wscpa Spokane Chapter

    Auburn, WA
    3 days ago
  •  ...Window Nation is hiring a Part-Time Event Sales Representative in Seattle, WA. In this in-person event role, you'll engage with attendees...  ...events, generating leads and scheduling appointments. This entry-level position offers paid training, a competitive hourly rate, and... 
    Entry level
    Hourly pay
    Part time
    Local area

    Window Nation

    Seattle, WA
    1 day ago
  • $1,300 per month

     ...the preparation of financial statements, maintaining records and reports, and ensuring compliance with accounting principles. This entry-level position is suitable for men, requires no prior experience, and offers a salary of 1300$ in the vibrant city of Washington. We... 
    Entry level
    Temporary work
    Fixed term contract
    Work experience placement
    Free visa
    Shift work

    Avanta Works

    Seattle, WA
    5 days ago
  •  ...Fast Track Sales Program The Fast Track Sales Program at TQL is designed for high-potential individuals who want to move faster and earn more than the traditional entry-level path. You'll build a career with an industry leader that offers an award-winning culture,... 
    Entry level
    Relocation

    Total Quality Logistics (TQL)

    Seattle, WA
    3 days ago
  • $17.13 - $30 per hour

     ...Job Description Job Description Job description Sales Representative | In- Person   Pharaohs Consulting, PCI, is currently conducting interviews for full-time sales representatives. Our customer service-driven sales representatives engage with customers through... 
    Entry level
    Hourly pay
    Weekly pay
    Full time
    Part time
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Pharaohs Consulting Inc

    Kent, WA
    a month ago
  • $171.6k - $338.6k

    Position Summary Are you a Sales Executive (SE) that has an...  ...attributes/techniques? If so, Deloitte Consulting LLP is looking for a top-...  ...-makers at the highest levels within accountsLeverage executive...  ...Professional development From entry-level employees to senior... 
    Entry level
    Local area

    Deloitte

    Seattle, WA
    6 days ago
  • Paragon Pharma is seeking an enthusiastic Pharmaceutical Sales Rep to educate physicians and promote our pharmaceutical products. You...  ...the ability to plan effectively in a healthcare market. This entry-level and specialty-friendly position offers growth, commissions, and... 
    Entry level
    Remote job

    Paragon Pharma

    Seattle, WA
    1 day ago
  • $100.4k - $197.9k

     ...Are you a relationship-oriented sales professional with an entrepreneurial mindset...  ...to activate partner ecosystems? Deloitte Consulting LLP is seeking a Channel Sales professional...  .... Professional development From entry-level employees to senior leaders, we believe... 
    Entry level
    Local area

    Deloitte

    Seattle, WA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Entry Level Sales Consultant - CPA. Be the first to apply!