Inside Sales Manager

Summary/Objective

Reporting to New Client Services Managing Partner, the Inside Sales Manager is responsible for following up on qualified leads (no cold calling) and supporting the sales team in the new client discovery process.

Essential Functions

• Support the client discovery process through daily calls and emails to schedule consults with New Client Manager(s)
• Continually readdress priority of new business pipeline and collaborate with CWA and its partners to maximize Managers’ lead flow
• Provide administrative support to the NCS team by speaking with clients via phone and in person and assisting in responding directly to client email communications
• Receive, organize, and evaluate how our services would be appropriate for potential new clients and the ability to sell the client the advantages of using our services
• Ability to evaluate how our services would be appropriate for potential new clients and the ability to sell the client the advantages of using our services

Responsibilities And Duties

• Follow up on qualified leads and schedule calls with new client prospects
• Create new leads from old leads and key in leads from speaking engagements
• 50 phone calls and emails with new client prospects at least 3 days per week on targeted sales days
• Prioritize sales pipeline through Salesforce and with consideration to NCS weekly, monthly, and quarterly goals
• Collaborate with the marketing team and external lead sources to maximize lead flow
• Field basic questions regarding accounting, tax, and consulting services
• Request, identify, and organize sensitive and confidential business documents

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education And Experience

• Bachelor’s degree in business or related field required
• 3 years' experience in sales, account management, or related field, or an Accounting / CPA background looking to transition
• Background in Financial Services, Accounting or Tax Preferred
• Professional demeanor with a service mentality
• Organized, detail-oriented, competent follow through skills
• Excellent verbal and written communication skills
• Superior organization skills and ability to suggest processes and follow-up
• Ability to exercise good judgment/decision making when necessary
• Proficiency in Microsoft Office software and Salesforce
• Self-motivated with keen sense of owning the client relationships (internal and external)
• Ability to independently manage multiple projects to completion

Travel

Little to no out-of-state and overnight travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval. The ability to work remotely is allowed based on management’s approval.

Job Compensation And Benefits

Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.

Compensation

Initial Base Salary Minimum: $95,000 - Maximum: $115,000; With the ability to earn additional incentive pay at management's discretion

Benefits

• Competitive Salary
• Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
• Dental & Vision Insurance
• Unlimited PTO
• Firm-Paid Holidays, Including an Extended Winter Break
• Safe Harbor 401k Plan
• Generous Employer HSA Contributions
• Employer Paid Professional Dues, Licenses/Renewals
• Continuing Education Resources
• Family Planning Assistance Program and Paid Parental Leave

Since 1984, Cain Watters & Associates (CWA) has provided dental professionals with proactive tax planning, sound accounting practices and solid money growth strategies. A trusted name in the industry, we work with thousands of dentists and dental practice owners in 50 states.

CWA has consistently been recognized from rating services and publications such as:

• INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
• Top Workplaces - Financial Services (2024)
• Top Workplaces - Culture Excellence (2024)
• Accounting Today - Top Firm by AUM (2024)
• USA Today - Top Workplaces (2024, 2025)
• Accounting Today - Top 100 Firms (2022, 2023)
• Forbes America's Best Tax & Accounting Firms (2022, 2023)
• INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
• Dallas Morning News - Top Workplace (2022, 2023, 2024)
• Accounting Today - Beyond Top 100: Firms to Watch (2020)
• Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
• INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
• INSIDE Public Accounting - Top 200 Firms (2010 - 2020)
• Dallas Business Journal - Top Accounting Firms (2018)
• Dallas Business Journal - Largest North Texas Accounting Firms (2011, 2012, 2013, 2014, 2015)
• Dallas Business Journal - Top Ranked North Texas Wealth Management Firms (2011, 2012, 2013, 2014, 2015)

At Cain Watters & Associates, we know that our success begins with our people. We have an exceptional group of professionals providing the highest level of financial planning, tax services, and accounting services to our clients.