Sales Representative

Job Description

POSITION SUMMARY

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The Sales Representative is responsible for developing new business opportunities, building relationships with prospective clients, and converting qualified leads into customers. This role represents Intentional Accounting in a professional and consultative manner by identifying client needs, providing appropriate recommendations, and communicating with integrity throughout the sales process.

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The ideal candidate has 2–5 years of sales experience, is comfortable with both inbound and outbound sales activity, and demonstrates strong follow-up, organization, communication, and closing skills. This position is responsible for managing prospects throughout the sales pipeline and consistently contributing to organizational revenue goals.

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PERFORMANCE OBJECTIVES

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• Source new sales opportunities through inbound lead follow-up, outbound prospecting, cold calls, and email.
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• Maintain a high level of daily prospecting activity, including approximately 50–75 outbound calls per day.
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• Conduct discovery conversations to understand prospective clients' accounting, bookkeeping, payroll, and tax needs.
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• Build rapport with prospects and clearly communicate the value of Intentional Accounting's services.
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• Consistently follow up with leads and prospective clients throughout the sales cycle.
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• Manage a pipeline of qualified prospects using the company CRM and perform daily reviews of leads, follow-up activity, and lead sources.
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• Maintain accurate and timely CRM documentation, including conversations, follow-up dates, opportunities, and next steps.
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• Convert qualified prospects into new clients while maintaining a professional, consultative sales approach.
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• Meet or exceed established monthly and quarterly sales and revenue targets.
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• Meet established performance expectations related to qualified conversations, appointments, conversions, pipeline development, and revenue.
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• Collaborate with internal teams to ensure a smooth transition from prospect to client.
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• Be a contributing member of the team in revenue, culture, and brand image.
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• Attend and participate in internal meetings, sales coaching, and required training.
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• Perform other related duties as assigned by management.
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KEY COMPETENCIES

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• Proven ability to build rapport, identify client needs, overcome objections, and move opportunities toward a successful close.
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• Strong prospecting, follow-up, and relationship-building skills.
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• Comfortable initiating conversations with prospective clients through high-volume outbound calling.
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• Ability to ask effective discovery questions, listen actively, and recommend solutions based on client needs.
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• Results-oriented with demonstrated ability to work toward sales goals, activity expectations, and revenue targets.
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• Strong sense of accountability and ownership over individual sales performance.
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• Ability to manage multiple prospects, follow-up commitments, and competing priorities while maintaining strong attention to detail.
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• Adaptable to changes in the work environment, sales strategy, processes, technology, and client needs.
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• Ability to identify and resolve problems in a timely manner and develop appropriate solutions.
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• Inspire the trust of others; work with integrity and ethically; uphold organizational values.
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• Self-motivated and disciplined with the ability to work independently in a remote environment.
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• Coachable and receptive to feedback, sales training, and continuous improvement.
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• Strong written and verbal communication skills.
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• Strong organizational skills and administrative accountability.
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• Experience using CRM systems to manage leads, opportunities, and sales activity.
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• Strong computer skills and proficiency with Microsoft Office and technology-based business tools.
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• Ability to think critically and collaboratively when approaching prospect and client needs.
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• Ability to maintain professionalism and confidentiality when handling client and company information.
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EDUCATION AND EXPERIENCE

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• GED or High School Diploma required.
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• Minimum 2 years of professional sales experience required.
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• 2–5 years of sales experience preferred.
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• Experience with outbound prospecting, lead follow-up, pipeline management, and closing sales preferred.
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• Experience in B2B sales, professional services, financial services, accounting, tax, payroll, SaaS, insurance, or consultative sales strongly preferred.
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• Experience working with small and midsize business owners is a plus.
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• CRM experience preferred.
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PHYSICAL REQUIREMENTS

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• Ability to spend prolonged periods of time sitting at a desk using a computer and telephone.
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BENEFITS

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• Health Insurance
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• Remote with Flexible Hours
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• Professional Training & Development Opportunities
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• Sales Coaching and Professional Development
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• Opportunity for Growth within a Growing Organization
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COMMITMENT TO DIVERSITY

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Intentional Accounting is an equal opportunity employer that creates an inclusive and diverse workplace. We value the contributions of a multigenerational and multicultural workforce and welcome candidates from all backgrounds.

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Job Type: Full Time

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Pay: $45,000–$80,000 per year