Squared Away

Sales

• Take sales calls and Zoom meetings with potential clients.
• Follow the client’s preferred call style; it is at their discretion, not ours.
• Maintain sales blocks Monday through Friday for at least one hour per day (e.g., two potential sales calls; calls are not guaranteed).
• Take detailed sales notes and log them appropriately.
• Demonstrate strong interpersonal communication skills, showing open-mindedness and curiosity across a variety of personalities.
• Be comfortable taking Zoom calls with minimal distractions, a presentable background, and a professional appearance and demeanor.
• Communicate company processes accurately without overpromising, while still enthusiastically selling the mission and service.
• Confidently manage conversations with potential clients from initial contact through to a signed contract.
• Learn and operate within HubSpot.
• Understand that we will not offload a current client if you take on this role.
• Communicate proactively about call conflicts within a reasonable timeframe.

Sales Associate