Teams at 1-800Accountant

Handle a high-volume lead pipeline to sell accounting and tax services to small business owners via consultative phone and video presentations. Recommend tailored solutions, demo products, document interactions in CRM, and coordinate with Client Success for onboarding to ensure long-term client satisfaction.

Manage a high-volume pipeline of qualified leads, deliver product demos via Google Meet, recommend accounting solutions, educate owners using consultative sales, collaborate with client success, and maintain CRM records to drive conversions and long-term satisfaction.

Manage a high-volume pipeline of qualified leads, deliver consultative sales presentations via Google Meet, recommend accounting and tax solutions, educate owners on value, close deals, and log interactions in the CRM while coordinating handoffs to Client Success for ongoing service.