In-Office Sales Representative (mid-September start date)

Posted 7 Days Ago
Be an Early Applicant
Largo, FL, USA
In-Office
60K-200K Annually
Junior
Fintech
The Role
Manage a high-volume pipeline of qualified small-business leads, conduct virtual presentations and product demonstrations, recommend accounting and tax solutions, educate prospects using a consultative approach, and maintain accurate CRM records. Collaborate with Client Success and Account Management teams to support smooth client transitions and satisfaction. The role requires strong sales performance, communication, presentation, organization, independence, and responsiveness to coaching.
Summary Generated by Built In

About Us: 1-800Accountant is the nation's largest virtual accounting services firm, dedicated to providing accessible and affordable tax and accounting solutions for small business owners across all 50 states. We are committed to empowering entrepreneurs by offering expert financial guidance and innovative technology. Our team culture values integrity, collaboration, and continuous innovation.

The Opportunity: We are seeking a results-driven Sales Consultant to join our dynamic team. In this role, you will act as a trusted advisor, connecting small business owners with the tailored accounting and tax solutions they need to succeed. This is a consultative sales position focused on helping small business owners and providing exceptional value.

Responsibilities:

  • Manage a high-volume pipeline of qualified leads, engaging with business owners who have expressed interest in our services.

  • Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement.

  • Leverage your expertise to recommend and present the most suitable accounting and tax solutions.

  • Educate business owners on the value of professional financial services, using a consultative approach to address their concerns and build trust.

  • Collaborate with our Client Success and Account Management teams to ensure a smooth transition and long-term client satisfaction.

  • Accurately and efficiently manage all client interactions and information within our CRM system.

Qualifications:

  • A minimum of 2 years of proven success in a sales role, with a track record of consistently meeting or exceeding sales targets.

  • Prior experience in a phone-based, high volume sales environment is highly preferred.

  • Excellent verbal communication skills with the ability to build rapport and articulate complex information clearly and professionally.

  • Self-motivated and goal-oriented with a strong sense of urgency and the ability to work independently.

  • Collaborative and receptive to coaching, with a continuous improvement mindset.

  • Demonstrated confidence in presenting solutions and making decisive recommendations.

Compensation & Benefits:

  • Compensation:

    • Base Salary: A competitive base salary, commensurate with experience.

    • Commission: Uncapped commission structure with a clear and transparent plan, providing significant upside potential for top performers.

    • Expected On-Target Earnings (OTE): The average OTE for this role is between $60,000 and $200,000, with top performers exceeding this range.

  • Benefits:

    • Health & Wellness: Comprehensive medical, dental, and vision insurance options are available starting the 1st of the month after 60 days of employment.

    • Financial Wellness: 401(k) plan with a company match and a clear vesting schedule, available after 6 months of employment.

    • Time Off: Generous paid time off, paid sick leave, bereavement leave, and paid company holidays.

    • Additional Benefits: Company-paid basic life insurance, long-term disability, and a variety of optional benefits including pet insurance.

Why Join Us?

At 1-800Accountant, our mission is to make professional tax and accounting services accessible and affordable for small business owners across the nation. We believe every entrepreneur deserves expert financial support—without the traditional high costs. Through innovative technology and personalized service, we’re redefining how accounting is done in the digital age.

Our vision is to empower small businesses to thrive by giving them the tools, guidance, and confidence to take control of their finances. We’re proud to be a trusted partner to thousands of clients, helping them achieve financial clarity and success.

We value integrity, innovation, collaboration, and customer-centric service. If you're passionate about making a real impact, working with a forward-thinking team, and helping small businesses succeed, 1-800Accountant is the place for you.

Diversity

1-800Accountant is an equal opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant’s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.

Accommodation Statement:

1-800Accountant is an Equal Opportunity Employer and provides reasonable accommodations to individuals with disabilities in accordance with the Americans with Disabilities Act (ADA). If you require accommodation during the application process, please contact us at [email protected].

#Sales1

Skills Required

  • At least 2 years of proven success in a sales role
  • Track record of consistently meeting or exceeding sales targets
  • Excellent verbal communication skills
  • Ability to build rapport and clearly articulate complex information
  • Self-motivated and goal-oriented
  • Strong sense of urgency and ability to work independently
  • Collaborative and receptive to coaching
  • Continuous improvement mindset
  • Confidence presenting solutions and making decisive recommendations
  • Prior experience in a phone-based, high-volume sales environment
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The Company
HQ: New York, NY
202 Employees
Year Founded: 1999

What We Do

Technology has made everyone’s life easier, no doubt. But when it comes to complex matters like finances and taxes, people still strive for a personable, human touch that no computer or robot can emulate. Enter 1-800Accountant, a virtual accounting firm revolutionizing the way businesses, entrepreneurs, freelancers, and individuals handle their taxes. We seamlessly combine the speed and convenience of mobile and desktop technology with real-life support from our team of dedicated accountants, certified public accountants, and enrolled agents. No matter what industry our clients are in, they can rest easy knowing that we’ll provide year-round assistance and handle all the heavy lifting for them - tax advisory and preparation, bookkeeping, payroll, and audit defense.

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