Associate Sales Executive

Summary

H&R Block is a tax and financial services company seeking an Associate Sales Executive to support its small business inside sales team. The role identifies and consults with prospects, sells business services, manages the sales pipeline and CRM activity, forecasts results, and supports new client onboarding.

Responsibilities

• Drive the adoption of our service offerings to interested small business owners
• Own your pipeline of leads and everything about them. Your sales are our growth. You will nurture leads beyond consultation where necessary, keeping the sales funnel robust, prioritized, and growing
• Record all account, contact, and sales activities in CRM in a timely manner
• Meet or exceed agreed-upon sales activity and sales targets
• Communicate regularly with sales management on progress
• Provide a consistent and accurate monthly forecast to sales management
• Establish customer relationships that enable you to be viewed as a trusted advisor
• Work closely with Account Managers to support effective new client onboarding

Skills

• High school diploma or equivalent
• Effective time management and organization skills with the ability to handle multiple priorities
• Experience in a B2B customer-facing role with a track record of high performance
• Familiar With Managing A Lead Or Sales Pipeline
• Oral, written, and interpersonal communication skills
• Previous experience as an account or client manager, SDR, BDR, or Inside Sales Representative
• Punctual and accountable
• Resourcefulness, proactively leveraging available resources and knowing when to ask for help
• Solid experience with CRM Software (E.G. Salesforce Or Other)
• Strong listening, negotiation, and presentation ability as sales are completed remotely with prospects across the country
• Bachelor's degree in a related field or equivalent through a combination of education and related work experience
• Bilingual in English and Spanish
• Experience owning the full sales cycle from prospecting to close
• Knowledge or familiarity with bookkeeping, payroll, or accounting
• Work experience with small businesses
• Experience with sales engagement and dialing/call coaching platforms

Qualifications

Must Haves

• High school diploma or equivalent
• Effective time management and organization skills with the ability to handle multiple priorities
• Experience in a B2B customer-facing role with a track record of high performance
• Familiar With Managing A Lead Or Sales Pipeline
• Oral, written, and interpersonal communication skills
• Previous experience as an account or client manager, SDR, BDR, or Inside Sales Representative
• Punctual and accountable
• Resourcefulness, proactively leveraging available resources and knowing when to ask for help
• Solid experience with CRM Software (E.G. Salesforce Or Other)
• Strong listening, negotiation, and presentation ability as sales are completed remotely with prospects across the country

Nice to Haves

• Bachelor's degree in a related field or equivalent through a combination of education and related work experience
• Bilingual in English and Spanish
• Experience owning the full sales cycle from prospecting to close
• Knowledge or familiarity with bookkeeping, payroll, or accounting
• Work experience with small businesses
• Experience with sales engagement and dialing/call coaching platforms

Benefits

• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
• Qualifying associates can participate in the H&R Block Retirement Savings Plan (401(k) Plan)
• Qualifying associates can participate in the Employee Assistance Program
• Qualifying associates can participate in (virtual) fitness center programs
• Qualifying associates can participate in the associate discount program
• Qualifying associates are automatically enrolled in Business Travel Accident Insurance
• Qualifying associates receive Associate Tax Prep benefit
• Remote work