1-800Accountant

Appointment Setter

• Complete a PAID TRAINING program that is designed to set you up for success.
• The training is 2 days long and consists of listening to live calls and role playing.
• Contact and qualify small-business owners to schedule their initial interaction with our sales team utilizing leads that 1-800Accountant provides
• Build value in our consultation by educating clients about the tax implications of business ownership as well as upcoming tax deadlines
• Heavy phones in a fast paced environment, outbound calling +300 calls daily, comfortable speaking professionally on the phone
• Lead one-call-close appointments via telephone

Account Executive

• Manage a high-volume pipeline of qualified leads. • Deliver high-impact visual presentations and product demonstrations via Google Meet. • Recommend and present suitable accounting and tax solutions. • Educate business owners on the value of professional financial services. • Collaborate with Client Success and Account Management teams. • Accurately manage client interactions and information within the CRM system.

Inside Sales Representative

• Proactively manage a high-volume pipeline of qualified leads and prospects.
• Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement.
• Educate clients on the value of professional accounting and tax services through a consultative, empathetic sales approach.
• Strategically manage client relationships and provide exceptional follow-up to advance the sales cycle.
• Master our CRM system and other sales tools to efficiently manage your pipeline and client information.

Sales Executive

• Proactively manage a high-volume pipeline of qualified leads and prospects.
• Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement.
• Educate clients on the value of professional accounting and tax services through a consultative, empathetic sales approach.
• Strategically manage client relationships and provide exceptional follow-up to advance the sales cycle.
• Master our CRM system and other sales tools to efficiently manage your pipeline and client information.
• Other duties as assigned.

Appointment Setter

Inside Sales Representative

Sales Executive

Virtual Sales Consultant