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The role focuses on customer acquisition through outbound prospecting and re-engagement of leads, involving high-volume phone calls and CRM activity logging.

Review and refine complex individual tax returns, ensuring accuracy and completeness while collaborating with internal teams and documenting system errors.

As an Account Executive, you'll run discovery calls, manage technical questions, make outbound calls, track leads in CRM, and close deals.

The Onboarding & Success Manager will lead customer onboarding processes, configure integrations, create training materials, and collaborate with teams to enhance user adoption of the tax software.

The Inside Sales Representative will focus on outbound prospecting and re-engaging cold leads through high-volume calls, adapting scripts, and booking meetings for Account Executives.