Key skills
SalesforceCommunicationTime ManagementSales
About this role
Role Overview
- Conduct thorough discovery calls with inbound leads to understand their tax issues, financial situation, and goals
- Review client-provided documents and system data (including transcripts, wage records, and prior tax returns) to recommend customized resolution programs
- Own the full sales process from consultation to enrollment, ensuring a smooth and professional client experience
- Build trust by listening to clients’ concerns and clearly explaining solutions so they feel empowered to move forward
- Accurately record client interactions and financial information to ensure seamless communication across teams
- Meet or exceed sales goals through persistence, organization, and continuous improvement
Requirements
- Proven success in remote phone sales or telemarketing (minimum 3 years)
- Highly motivated with strong communication and relationship-building skills
- Comfortable managing high call volumes and follow-ups in a virtual setting
- Self-disciplined with the ability to work independently and meet goals
- Excellent verbal and written communication; able to simplify complex concepts
- Proficiency with customer systems (Google Suite, Salesforce preferred)
- Strong empathy and professionalism when handling sensitive client issues
- Effective time management and adaptability in a fast-paced environment
Benefits
- Medical, Dental, and Vision Insurance (starting after 60 days)
- Paid Time Off
- 401(k) retirement plan with company match
- Professional Development Program to support your growth
- Access to our on-site gym and gaming lounge
- Catered team lunches every Friday
- Fun and energizing quarterly company outings