What are the responsibilities and job description for the Sales Associate position at SafeSend?
Opportunity Overview
In this role, you will become an expert with our award winning and market-leading SafeSend Returns (SSR) offering and the value and benefits it delivers to our accounting firm customers and their clients. You will be responsible for obtaining new sales opportunities and performing revenue generating activities through inbound lead follow up and warm outbound calls. You will also conduct research to identify business opportunities and establish and maintain strategic relationships based on leads. Since relationships are developed virtually, rather than in person, the position requires a unique set of skills, including a high level of computer proficiency, phone skills, and the ability to build rapport during client calls without the benefit of face to face interaction.
Key Responsibilities
In this role, you will become an expert with our award winning and market-leading SafeSend Returns (SSR) offering and the value and benefits it delivers to our accounting firm customers and their clients. You will be responsible for obtaining new sales opportunities and performing revenue generating activities through inbound lead follow up and warm outbound calls. You will also conduct research to identify business opportunities and establish and maintain strategic relationships based on leads. Since relationships are developed virtually, rather than in person, the position requires a unique set of skills, including a high level of computer proficiency, phone skills, and the ability to build rapport during client calls without the benefit of face to face interaction.
Key Responsibilities
- Manage the sales process from start to close including handling objections, sales negotiations, and EULA concerns
- Cultivate and manage new and existing relationships with customers to drive new sales
- Prepare SSR sales reporting and forecast data for assigned territory/clients.
- Generate leads and work sales cycle through multiple channels, including networking, research, knowledge of territory/domain, firm lists, sales campaigns, tradeshow and webinar attendee lists and existing client base of other SafeSend products.
- Achieve monthly, quarterly, and annual sales goals which may include revenue targets, number of accounts closed, number of prospective customers placed in a demo, and/or other metrics
- Adhere to CRM best practices including capturing critical firm info such as tax compliance system in use, total # of returns prepared, paper v electronic delivery, etc.
- Prepare product quotes, pricing and product information
- Achieve monthly, quarterly and annual sales quotas
- Resourceful with a "do what it takes" attitude to drive the close
- 1-2 years of successful sales experience in software solutions for businesses
- High school diploma required; college degree preferred
- Ability to stay self-motivated and work independently as well as in a small team environment
- Track record of success with inside sales and exceeding quota/goals.
- Strong relationship building, negotiation, and interpersonal
- An ability to communicate and deliver presentations effectively with decision
- A positive/winning attitude, highly collaborative and team-oriented.
- Knowledge of professional tax preparation and accounting firms a
- Strong organizational skills to manage projects, respond to requests and ensure timely follow-up
- Exceptional communication, listening and presentation skills
- Demonstrable examples of initiative and persistence, with a positive, energetic and competitive attitude
- Experience with Salesforce CRM software preferred