Product Sales Consultant

Posted Yesterday
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Toronto, ON
Junior
Software
The Role
As a Product Sales Consultant at FreshBooks, you will educate clients on their bookkeeping, tax, and payroll offerings while managing leads and quotas. The role involves consulting with customers, understanding their challenges, and leveraging FreshBooks applications to provide solutions. You'll also collaborate with various internal teams and maintain CRM hygiene.
Summary Generated by Built In
About FreshBooks

FreshBooks is a leading cloud-based SaaS accounting software platform built for small business owners and consistently ranks #1 easiest to use. With an emphasis on keeping things simple and stress-free wherever possible, FreshBooks makes the hard parts of running a business a little bit easier. With Freshbooks, our customers can get paid faster and spend less time on admin and paperwork, so they can focus on what they do best — growing their businesses.

At FreshBooks, we believe in human-centric connections that empower teams to do their best work. Headquartered in Toronto, Canada, our team operates in clusters across North America and Europe using a variety of working environments - remote, hybrid, and in-office - all based on what’s best for the team, collaboration, and mental wellbeing. We are committed to creating a supportive and flexible workplace where everyone can thrive, grow and make an impact on small business owners and accountants.

Product Sales Consultant 

As a Product Sales Consultant, you will connect with current clients to educate them on FreshBooks’ Bookkeeping, Tax, and Payroll, and Select plan offerings to help in the growth of their successful businesses. You are a Sales professional who has a consultative approach to uncovering and understanding challenges to create efficient solutions leveraging FreshBooks applications.

NOTE: This role is hybrid and the team meets in person in the office up to twice per week in the downtown core of Toronto.

What You'll Do as a Product Sales Consultant 

  • Create, manage, and close your lead funnel to meet individual assigned quotas
  • Manage a sales desk of 40+ dials a day
  • Act as a consultant and expert for current customers who need assistance with bookkeeping, tax, payroll, and streamlining their online payments processes with our Select plan to scale their business
  • Have a strong understanding of best practices for bookkeeping, payment processing, financial reporting, as well as key tax information and deadlines
  • Process and maintain inbound leads generated from FreshBooks marketing efforts, business development and other lead sources
  • Collaborate with internal teams such as Support, Business Development, Customer Success, and Marketing 
  • Manage your business effectively within our CRM with consistent SFDC hygiene

What You'll Bring to the Role

  • 2+ years of previous B2B or B2C sales experience preferably in in a SaaS environment
  • Proven track record of meeting and exceeding quotas
  • Ability to attend up to two monthly in-person meetings in the Greater Toronto Area
  • Ability to act as a consultant and conduct online presentations
  • Excellent verbal and written communication skills
Why FreshBooks?

At FreshBooks, every team member knows their voice is heard and their contributions matter, making a difference in the lives of millions of small business owners and accountants across the world. Grow your career, work on projects that excite you, and thrive in a supportive and collaborative environment. 

Perks & Benefits:

  • 🩺 Comprehensive health and wellness benefits. Including a retirement savings program or pension plan matched to your local office, stock options for every full-time employee, generous time off, parental leave and new parent support, annual healthy living credit, comprehensive medical and dental benefits, fertility and gender-affirming benefits dependent on your region, and more.
  • 📚 Perks that matter. Including a Peer Recognition Program, an Employee Assistance Program, headphone credit, meaningful in-person gatherings to bring onsite and remote employees together, and more perks matched to your local cluster.
  • 🌱Working environments to help You thrive. Beautiful office spaces welcome you in Toronto, Amsterdam, and San Luis Potosi, and those without access to a FreshBooks office receive a home office credit to set up your home office. We are committed to creating supportive and flexible environments to support the best interests of the team, collaboration, and mental wellbeing.
  • 🤗 Supportive peer group, mentors, and leaders. We care about each other across the organization and have programs to support this so everyone feels a strong sense of belonging, and believes in collective impact. 
  • 🚀 Accelerated growth. Comprehensive company onboarding, career development through continuous coaching, training, and learning on the job.

Closing

Even if your experience doesn't meet every bullet on the above lists, we'd love to learn more about you and why you think FreshBooks is the next step in your career.

FreshBooks is an equal opportunity employer. We do not discriminate based on gender, religion, race, mental disability, sexual orientation, age, or any other status. All applicants are considered based on their qualifications and merits. At FreshBooks, we inspire an environment of mutual respect and we believe diversity and inclusion are crucial to our success.

FreshBooks provides employment accommodation during the recruitment process. Should you require any accommodation, please indicate this on your application and we will work with you to meet your accessibility needs. For any questions, suggestions or required documents regarding accessibility in a different format, please contact us at phone 1-416-780-2700 and/or [email protected].

Top Skills

SaaS
The Company
HQ: Toronto, Ontario
486 Employees
On-site Workplace
Year Founded: 2003

What We Do

FreshBooks integrates with over 100 great apps to streamline your business,
help you connect with your team and clients, and better understand your business.

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