Lawpath

Account Executive

• Lead inbound consultations across tax returns, BAS lodgements, bookkeeping, and ongoing accounting advice
• Deliver proactive, clear advice that helps SMB clients understand their position and the value of getting it sorted
• Translate technical accounting concepts into plain language clients can act on
• Convert warm inbound leads into Lawpath Tax & Advisory clients through consultative selling
• Manage a variety of leads across new business, win-back, and upsell opportunities
• Hit monthly and quarterly targets and earn uncapped commission for doing so
• Match client needs to the right Lawpath services and help them understand the value of acting now
• Keep Salesforce accurate and up-to-date so the team has clean pipeline visibility
• Hit daily activity KPIs and contribute to weekly team reporting
• Spot opportunities to improve our service and flag them to the team
• Collaborate with our legal, product, and sales teams to deliver a seamless client experience
• Share insights from client conversations that shape how we package and price our services

Accounting Sales Consultant

• Converting inbound leads into revenue through discovery, demos and strong closing
• Owning your pipeline across new business, upsell and recycled opportunities
• Running online demonstrations to help clients get the most from the platform
• Identifying customer pain points and matching them to the right legal and accounting solutions
• Hitting and exceeding monthly targets
• Keeping Salesforce clean and staying accountable to your KPIs
• Collaborating with Marketing and Product to improve conversion and customer experience

Accounting Sales Consultant

Inside Sales Representative