Inside Sales - Assistant Solutions

Accountabilities:: Meet and exceed monthly quotas for new client contracts generated through inbound leads and proactive prospecting. Prospect daily across existing leads, referrals, partnerships, and internal databases to identify new business opportunities. Respond promptly and professionally to incoming sales leads and serve as the primary point of contact throughout the sales cycle. Build meaningful relationships with prospects through phone calls, Zoom, and other virtual meeting platforms. Develop, present, and execute plans designed to generate new client contracts and achieve revenue and activity targets. Communicate the value of accounting solutions and guide prospects toward appropriate solutions based on their needs. Maintain thorough CRM records covering opportunities, activities, tasks, sequences, funnel stages, and sales progress. Create binding agreements and ensure required implementation fees and payment arrangements are completed for newly contracted clients. Provide agreement-creation support for other sales team members when needed. Create and manage opportunities for assigned prospects and ensure all daily and overdue CRM tasks are completed. Collaborate with marketing to maintain relevant sales resources and support effective lead generation. Work with leadership, business development, marketing, and other internal stakeholders to strengthen the sales funnel and execute partnership initiatives. Participate in phone calls, virtual meetings, and occasional onsite interactions while maintaining a professional and client-focused approach. Requirements Bachelor’s degree or equivalent professional experience preferred. 2–4 years of sales or related professional experience preferred. Demonstrated ability to connect quickly with prospects and establish productive client relationships. Strong verbal and written communication skills. Results-oriented mindset with the motivation to meet and exceed sales goals. Self-starter who can work with a high degree of autonomy in a remote environment. Strong organizational and time-management skills, with the ability to prioritize multiple opportunities and meet deadlines. Strong analytical and problem-solving abilities. Flexibility, creativity, self-discipline, and an action-oriented approach. Ability to work independently while contributing effectively to a collaborative team. Comfortable using CRM platforms and other business tools and systems. Ability to learn new technologies and adapt to changing business requirements. Professional, responsive, trustworthy, and detail-oriented approach to client and internal interactions. Ability to work effectively with virtual collaboration and conferencing platforms. Dedicated home office and reliable remote-work setup required. Must be legally authorized to work in the United States. This position cannot currently be filled by employees residing in California, New York, Illinois, or Oregon due to employment and tax compliance considerations. Benefits Base pay of $18 per hour . Commission opportunity with up to $132,000 in potential annual total compensation . Guaranteed commission during the first 5 months. Medical, dental, vision, life, and disability insurance available to eligible employees. Employer covers 70% of employee medical premiums and 65% of dependent medical premiums. Employer covers 70% of employee dental and vision premiums. Company-paid life insurance with $15,000 of coverage. Company-paid short-term and long-term disability coverage for eligible full-time employees. 401(k) retirement plan with a 4% employer discretionary match, with eligibility after 90 days. 15 days of annual PTO for full-time employees working 40 hours per week. 12 days of annual PTO for full-time employees working 30 hours per week. Additional PTO awarded at designated 3- and 5-year tenure milestones. 12 paid holidays annually. Remote-first work environment. Dedicated home office setup with regular use of virtual collaboration tools. Flexibility to accommodate business needs and core collaboration hours. Occasional travel or flexibility outside standard business hours may be required depending on business needs. Opportunities for professional development and continued learning.