- Achieve and consistently exceed sales goals by closing new business
- Educate and guide prospective customers through their buyer’s journey
- Monitor and nurture inbound leads with timely follow-ups
- Prepare service quotes and own the details of financial service offerings
- Advise startup founders and operators on accounting and finance problems
- Maintain and update records, notes, and details within Salesforce
- Work cross-functionally with Onboarding, Tax, Accounting, and finance teams
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