Role Overview
As a Senior Inside Sales Representative, you will drive profitable sales growth to new customers within a designated territory, learning and staying current on the comprehensive SFS product line, prospecting for new clients, and following a methodical sales process.
What You Will Do
Your primary responsibility is to drive profitable sales growth to new customers within a designated territory, build and maintain a robust, well-qualified sales pipeline, and deliver accurate weekly and monthly sales forecasts.
Why It Might Be a Fit
You are a great fit if you have a hunter sales mindset, territory and pipeline management skills, CRM expertise, forecasting discipline, consultative communication skills, and the ability to pivot between high-volume transactional deals and more strategic, solution-oriented selling.
Requirements
- 2+ years of B2B inside sales, account/relationship management experience or other relevant work experience in the tax preparer space
- Experience carrying a quota and exceeding sales targets
- Demonstrated experience with consultative sales approach, developing and qualifying prospect lists and making presentations to prospective clients
- Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module)
- Tax Industry Acumen: Understanding of the needs and workflows of retail tax professionals is a strong advantage
- Prior sales, account or relationship management experience in the tax preparer space
- Prior Accounting Industry or Financial Services Software/SaaS sales experience
Benefits
- Medical, Dental, & Vision Plans
- 401(k)
- FSA/HSA
- Commuter Benefits
- Tuition Assistance Plan
- Vacation and Sick Time
- Paid Parental Leave
To apply for this job please visit wk.wd3.myworkdayjobs.com.

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