Inbound Sales Representative

Taxceo .\

Inbound Sales Representative managing initial client interactions for Bright!Tax. Triage inbound communications, qualify leads, and synthesize client feedback into marketing intelligence.

Posted 6/23/2026contractRemote • 🇵🇹 PortugalJuniorMid-LevelWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

Professional development opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

lead qualificationdata hygienepipeline trackingclient feedback synthesisUS expat tax fundamentals

Soft Skills

written communicationclient engagementcollaborationfeedback managementcontext capturing