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Drive new business by prospecting and cultivating client relationships, manage full sales cycle including negotiation and implementation, maintain pipeline in Salesforce, meet sales quotas, provide post-sale support and training, analyze data for strategic recommendations, and travel frequently for client meetings and events.

Drive new business through prospecting, channel partners, and networking. Own full sales cycle from negotiation to post-sale implementation, maintain CRM pipeline, meet sales quotas, prepare client presentations, and travel domestically for client meetings, events, and training.

Sell and implement HCM/HR solutions by generating leads, managing the full sales cycle, negotiating contracts, maintaining CRM pipeline, meeting sales targets, supporting implementation, and traveling frequently for client meetings and events.

Support integration of new division partners into payroll tax processes; gather and analyze payroll/tax data; ensure timely, accurate processing of liability payments, tax returns, and notices; lead and track projects to improve tax department efficiency and processes; maintain project plans and status; optimize workflows and identify growth opportunities.

Identify and generate new business, manage full sales cycle from prospecting to post-sale implementation, negotiate pricing and contracts, maintain CRM (Salesforce) and sales pipeline, meet quotas, analyze client data, prepare executive summaries, train team members, and travel frequently for client meetings and events.

Generate new business within a designated territory, manage the full sales cycle from prospecting to close and implementation, use CRM (Salesforce) to track pipeline and forecasts, negotiate pricing and service scope, meet monthly/quarterly sales quotas, conduct client meetings and presentations, provide post-sale support and training, and travel frequently for client visits and events.

Sell HR/HCM and managed services by generating new business, owning the full sales cycle, negotiating agreements, managing implementation, maintaining pipeline/forecast in Salesforce, meeting quotas, and traveling domestically for client meetings, events, and training. Provide client analysis, executive presentations, and cross-functional coordination.

Drive new business by prospecting, networking, and managing full sales cycle for HR/HCM services. Maintain pipeline in Salesforce, meet sales quotas, negotiate contracts, support implementation, and travel frequently for client meetings and events.

Prepare and review federal, state, and local individual tax returns (Form 1040s) including Schedules C, D, and E. Conduct bilingual (English/Spanish) client interviews and consultations, provide year-round tax planning and advisory services, research complex tax issues and ensure IRS compliance, and serve as primary contact for Spanish-speaking clients. Use professional tax software and Excel to deliver accurate filings and client guidance.

Responsible for full-cycle business development within a designated territory: prospecting, networking, negotiating pricing and service scope, closing deals, managing implementations, maintaining pipeline and forecasts, and meeting sales quotas. Uses CRM (Salesforce), prepares executive summaries, conducts client meetings, and provides training; frequent domestic travel required.