Associate Sales Executive
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Job Description
Associate Sales Executive selling H&R Block tax and business services to small businesses remotely. Managing sales pipelines, closing opportunities, and supporting new client onboarding.
Responsibilities:
- Identify potential clients through consultations with prospects to determine which business services address their challenges
- Create sales opportunities and sell services to new and existing clients
- Drive adoption of service offerings among interested small business owners
- Own and nurture the lead pipeline, keeping the sales funnel robust, prioritized, and growing
- Record 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 and serve as a trusted advisor
- Work closely with Account Managers to support effective new client onboarding
Requirements:
- 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
- Familiarity 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
- Preferred: Bachelor’s degree in a related field or equivalent through a combination of education and related work experience
- Preferred: Bilingual in English and Spanish
- Preferred: Experience owning the full sales cycle from prospecting to close
- Preferred: Knowledge or familiarity with bookkeeping, payroll, or accounting
- Preferred: Work experience with small businesses
- Preferred: Experience with sales engagement and dialing/call coaching platforms
Benefits:
- Competitive pay
- Medical and prescription drug coverage for qualifying associates and eligible dependents
- H&R Block Retirement Savings Plan (401(k) Plan)
- Employee Assistance Program
- (Virtual) fitness center programs
- Associate discount program
- Business Travel Accident Insurance
- Associate Tax Prep benefit
- Incentive compensation or short-term incentive plans may provide additional earnings
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