Eubanks & Company, LLC, dba CPA Department
Inside Sales Representative - PH-Based
Remote
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Contractor
CPA Department is a distinguished leader in client-focused accounting services, dedicated to delivering high-quality financial solutions with a personalized touch. Based in the heart of [Insert Location], our firm specializes in a comprehensive range of services including accounting, tax preparation, and business consulting. Founded with a mission to provide exceptional service and actionable financial insights, CPA Department is committed to understanding each client's unique needs and offering tailored solutions that drive success. With a reputation for integrity, professionalism, and client satisfaction, CPA Department is your trusted partner for navigating the complexities of financial management and achieving your business and personal financial goals. For more information, visit us at CPA Department Website: https://cpadept.com
Description
Position Overview:
We are seeking a motivated and results driven Inside Sales Representative to join our dynamic team. This role is ideal for someone who thrives in a fast-paced, client-centric environment and is passionate about helping businesses find the right financial solutions. The Inside Sales Rep will be responsible for identifying new business opportunities, nurturing leads, and converting prospects into loyal clients through effective communication and consultative selling.
Key Responsibilities:
- Lead Generation & Prospecting: Identify and reach out to potential clients through outbound calls, emails, and social media platforms.
- Client Engagement: Serve as the first point of contact for prospective clients, understanding their needs and presenting CPA Department’s services as tailored solutions.
- CRM Management: Maintain accurate and up-to-date records of all sales activities and client interactions in Canopy or similar CRM software.
- Sales Pipeline Management: Track and manage leads through the sales funnel, ensuring timely follow-ups and consistent communication.
- Collaboration: Work closely with the CEO to align messaging and ensure a seamless client onboarding experience.
- Consultative Selling: Conduct virtual consultations to assess client needs and recommend appropriate services.
- Reporting: Provide regular updates on sales metrics, pipeline status, and client feedback to the CEO.
- Client Onboarding Support: Assist in the transition of new clients to the service team, ensuring a smooth and professional handoff.
Qualifications:
- Proven experience in inside sales, business development, or a similar client-facing role.
- Strong communication and interpersonal skills with a client-first mindset.
- Experience with Canopy or other CRM platforms is highly desirable.
- Ability to manage multiple leads and prioritize tasks effectively.
- Self-motivated with a results-oriented approach.
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Familiarity with accounting or financial services is a plus.
Work-from-Home Requirements:
- Personal Computer: Windows 10 or later / macOS with at least 8GB RAM and an Intel i5, Ryzen 5, or Apple M1 processor (or higher)
- Stable High-Speed Internet
- Noise-Cancelling Headset (if applicable)
- A quiet, private, and distraction-free workspace
Benefits:
- $10 to $15 hourly salary DOE
- Paid Time Offs
- Paid US Holidays
Thank you for considering a career with us.