Inbound Sales Representative
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Job Description
Inbound Sales Representative managing initial client interactions for Bright!Tax. Triage inbound communications, qualify leads, and synthesize client feedback into marketing intelligence.
Responsibilities:
- Triage and route the front door.
- Be the first person in the loop for everything inbound — email, website chat, voicemail, contact forms.
- Capture context cleanly in HubSpot and hand off to the right Engagement Specialist or CSM with enough information that the next conversation feels seamless to the client.
- Qualify leads. Establish fit before our closers spend their time.
- Own referral data and hygiene.
- Make sure every referred lead is tagged, attributed to the right source, and tracked cleanly through the pipeline.
- Partner with our Client Engagement Manager on the network's growth as they lead partner development; you make sure we know what's actually working.
- Run voice-of-the-client outreach.
- Maintain a regular cadence of feedback conversations with current clients.
- Synthesize what you hear at the front door and from clients into themes that go to Marketing and Client Success.
Requirements:
- 2+ years in a client-facing role (sales, account management, customer success, or equivalent)
- Strong written communication — your emails should read as warm, clear, and human
- Comfort with CRM systems; HubSpot fluency strongly preferred
- Available for internal meetings during morning, US EST business hours
- Willingness to ramp quickly on US expat tax fundamentals — you don't need credentials, but you need to learn enough to triage and qualify with confidence
Benefits:
- Professional development opportunities
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