About the Role
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The ideal candidate will possess excellent communication skills, a persuasive demeanor, and the ability to effectively engage prospects and close deals.
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Responsibilities:
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1. Business Development and Lead Generation
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* Research and identify potential clients and industries to target.
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* Develop and execute outreach campaigns using email, phone calls, and social media.
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* Schedule and conduct virtual discovery meetings with prospective clients to understand their needs and present our solutions.
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2. Sales Strategy and Execution
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* Develop and maintain a pipeline of qualified leads.
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* Prepare and deliver compelling sales presentations tailored to client needs.
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* Negotiate contracts and close deals to achieve sales targets.
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3. Client Relationship Management
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* Build and nurture long-term relationships with clients to foster trust and loyalty.
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* Act as the main point of contact for prospective clients during the sales process.
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* Work closely with the operations team to ensure a seamless handoff and excellent client onboarding experience.
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4. Market Representation and Brand Promotion
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* Represent the firm as a trusted partner for outsourced bookkeeping and tax services.
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* Participate in virtual networking events and webinars to connect with potential clients and partners.
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* Collaborate with the marketing team to develop content and campaigns that drive engagement and brand awareness.
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5. Reporting and Administration
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* Maintain accurate records of sales activities, client interactions, and progress in the CRM system.
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* Provide regular reports on sales performance and market trends.
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* Stay up to date on industry developments to identify new opportunities.
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Qualifications
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* Proven experience in sales, telemarketing, appointment setting, or a similar role, focusing on professional services, accounting, or finance preferred.
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* Excellent verbal communication skills with the ability to engage and build rapport over the phone or video call.
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* Strong persuasive and negotiation skills.
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* Strong ability to research and identify opportunities, analyze market trends, and develop targeted outreach strategies.
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* Remote Work Experience: Previous success in a remote role, with the ability to manage time, priorities, and communication effectively without direct supervision.
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* Comfortable leveraging digital tools such as Slack, Zoom, and marketing automation software to optimize sales efforts.
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* CMD Proficiency: Hands-on experience using CRM software (e.g., Pipedrive, Salesforce, HubSpot, or similar) for managing leads, tracking sales activities, and analyzing performance.
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* Goal-oriented mindset with the ability to meet and exceed sales targets.
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* Self-Starter: Highly motivated and proactive, with a strong sense of ownership and accountability for results.
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* Positive attitude and self-motivated approach to work.
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* Relationship Builder: Strong interpersonal skills with a proven ability to establish trust, foster loyalty, and build long-term relationships.
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* Adaptable and Resilient: Capable of thriving in a dynamic environment and overcoming challenges with a positive attitude.
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* Time management skills and the ability to prioritize tasks effectively.
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* Willingness to learn and adapt to changing processes and strategies.
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Work Type
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Location: Remote
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Monday – Friday 9-5 PM PST (8 hours per day)
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90-day probationary period as PT (4 hours per day)
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Benefits
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* Embrace the freedom to work from home or any location of your choice.
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* Achieve a healthy work-life integration to perform at your best.
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* Unlock a world of possibilities and resources to propel your career forward.
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* Thrive in a high-energy, engaging atmosphere.
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* Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
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* Seize daily chances to learn, innovate, and excel.
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* Make a real impact in your field.
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System Requirements
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* At least 20mbps for main internet and at least 10mbps for backup
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* A desktop or laptop that has an i5 processor with at least 8 GB RAM and an i3 processor for backup
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* A webcam
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* Noise-canceling USB Headset
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* Quiet, Dedicated Home Office
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Please note that those who meet the system requirements will be prioritized.