Sales Representative - Tax/Accounting

Summary

Hall CPA PLLC is a 100% virtual CPA firm specializing in tax planning and accounting services for real estate investors, syndicates, and fund managers. The Sales Representative will conduct discovery meetings with qualified leads, communicate the value of the firm's services, identify sales opportunities, develop client relationships, and close deals while achieving quarterly sales goals.

Responsibilities

• Lead engaging discovery meetings with qualified inbound leads to understand their pain points and identify how our services can deliver value
• Become an expert in the firm’s service offerings and clearly communicate how we solve clients’ challenges
• Analyze and understand client needs, presenting relevant solutions
• Route complex opportunities to the appropriate executives for further development and closure as needed, ensuring smooth transitions
• Close deals with prospective clients and consistently achieve quarterly sales goals
• Proactively source new sales opportunities through inbound lead follow-up and tapping into our existing lead list
• Research accounts, identify key players, and generate interest by creating tailored outreach strategies as needed
• Cultivate relationships with channel partners to build pipelines and close deals

Skills

• • Bachelor's degree in a related field
• • Proven success in inside sales, with a strong track record of exceeding goals
• • Professional video presence, with experience managing 7+ calls per day
• • Experience utilizing Hubspot, ClickUp, or similar CRM
• • Excellent verbal and written communication skills, with the ability to engage with prospects
• • Strong listening and presentation skills, ensuring client needs are clearly understood
• • Excellent multitasking, prioritization, and time management skills

Qualifications

Must Haves

• • Bachelor's degree in a related field
• • Proven success in inside sales, with a strong track record of exceeding goals
• • Professional video presence, with experience managing 7+ calls per day
• • Experience utilizing Hubspot, ClickUp, or similar CRM
• • Excellent verbal and written communication skills, with the ability to engage with prospects
• • Strong listening and presentation skills, ensuring client needs are clearly understood
• • Excellent multitasking, prioritization, and time management skills

Benefits

• Commission
• 100% virtual/remote work
• Laptop and $500 tech reimbursement for computer/tech accessories provided