Inside Sales - Financial Solutions
New
J
JobgetherFinancial solutions
The role is fully remote within the United States., Eastern or Central Time Zones are strongly preferred.Full-TimeMiddle
SalaryStarting pay of $23 per hour, with an hourly salary range of $23–$25 plus commission. Target on-target earnings (OTE) of approximately $140,000–$145,000, including commission.
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Job Details
- Experience
- At least 3 years of successful sales experience, preferably selling financial solutions to small and medium-sized businesses.
- Required Skills
- SalesforceNegotiationHubSpot
Requirements
- Have at least 3 years of successful sales experience; experience selling financial solutions to SMBs is preferred.
- Hold a bachelor's degree in Business, Finance, Accounting, or a related field; this is preferred. An MBA or other advanced qualification is an advantage.
- Have a strong understanding of accounting principles, financial solutions, and the operational and financial challenges of SMBs and accounting firms.
- Demonstrate the ability to manage a complete sales cycle, qualify inbound leads, build a pipeline, negotiate, and close business.
- Have strong communication, interpersonal, negotiation, and presentation skills, including the ability to explain complex financial concepts clearly.
- Be able to establish and maintain productive, long-term relationships with clients, business partners, and stakeholders.
- Have experience with CRM platforms such as Salesforce or HubSpot and other sales management and productivity tools.
- Bring strong analytical and problem-solving abilities to assess customer needs and develop appropriate solutions.
- Be able to work independently while contributing effectively to a collaborative team.
- Have strong organizational skills, adaptability, flexibility, and a proactive approach to managing priorities.
- Be comfortable working remotely during standard Monday-to-Friday business hours and have access to a dedicated, distraction-free home office.
Responsibilities
- Identify, qualify, and convert sales opportunities in the SMB and accounting firm markets while meeting revenue targets.
- Respond to and qualify marketing-generated inbound leads, prioritizing prospects by engagement and potential.
- Manage the sales cycle from prospect engagement and needs assessment through presentation, negotiation, closing, and onboarding.
- Build relationships with accounting firms, industry influencers, and stakeholders to generate referrals and expand business reach.
- Assess prospective clients' financial objectives and operational challenges, then present tailored solutions and their value.
- Monitor industry developments, competitor activity, customer expectations, and emerging opportunities.
- Maintain knowledge of financial solutions, accounting principles, accounting software, and industry best practices.
- Use CRM platforms and sales management tools to track leads and opportunities and maintain accurate records.
- Collaborate with marketing and client relations teams to support a consistent customer experience and share best practices.
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