Teams at 1-800Accountant

Manage a high-volume pipeline of qualified small-business leads, conduct virtual presentations and product demonstrations, recommend accounting and tax solutions, educate prospects, and close consultative sales. The role requires accurate CRM management and collaboration with Client Success and Account Management teams to ensure smooth client transitions.

Manage a high-volume pipeline of qualified small-business leads, conduct virtual presentations and product demonstrations, recommend accounting and tax solutions, educate prospects, and close consultative sales. Maintain accurate CRM records and collaborate with Client Success and Account Management teams to support smooth client transitions and satisfaction.

Manage a high-volume pipeline of qualified small-business leads, conduct virtual presentations and product demonstrations, recommend accounting and tax solutions, and educate prospects using a consultative sales approach. Maintain accurate CRM records, meet or exceed sales targets, and collaborate with Client Success and Account Management teams to support smooth client transitions and long-term satisfaction.