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Handle incoming cancellation requests to retain clients through negotiation, save techniques, and problem-solving. Investigate cancellation causes, report trends to leadership, use Salesforce to document interactions, and meet retention targets while maintaining positive client experiences.

Manage a high-volume pipeline of qualified leads, deliver product demos via video, educate clients on accounting services with a consultative approach, nurture relationships to close sales, and use CRM and sales tools to track opportunities.

Manage a high-volume pipeline of qualified leads and conduct consultative sales conversations with small business owners. Present product demonstrations via Google Meet, recommend tailored accounting and tax solutions, and document all interactions in the CRM. Collaborate with Client Success and Account Management to ensure smooth onboarding and long-term satisfaction.

This role involves connecting with potential customers, setting appointments, and learning sales techniques while meeting performance goals in a supportive environment.

As a Sales Consultant, you will manage leads, deliver presentations, recommend accounting solutions, and ensure customer satisfaction, leveraging a consultative sales approach.