Teams at Anderson Business Advisors

Manage full inside-sales process: generate and qualify leads, conduct sales consultations, present tailored proposals, close and renew deals, upsell, maintain CRM records, and support client onboarding.

Manage a portfolio of client accounts as the primary contact, ensure timely service delivery, resolve issues, collaborate with internal teams on renewals and upsells, and drive client satisfaction and retention.

Serve as primary client contact for tax services: onboard clients, schedule welcome calls, respond to inquiries within one business day, coordinate across internal departments, document signed documents, process client agreements and payments, and ensure tasks meet deadlines while maintaining high accuracy and strong client relationships.