Inside Sales - Financial Solutions

Accountabilities:: Drive sales growth: Identify, qualify, and convert business opportunities within the SMB and accounting firm markets while consistently meeting and exceeding revenue targets. Manage inbound leads: Respond to and qualify marketing-generated leads, prioritize prospects according to their engagement and potential, and convert them into successful sales opportunities. Manage the full sales cycle: Oversee the entire sales process, from initial prospect engagement and needs assessment to solution presentation, negotiation, closing, and onboarding. Develop strategic partnerships: Build and maintain strong relationships with accounting firms, industry influencers, and key stakeholders to generate referral opportunities and expand business reach. Deliver consultative solutions: Understand prospective clients' financial objectives and operational challenges, then present tailored solutions that address their specific needs and demonstrate clear value. Maintain market expertise: Monitor industry developments, competitor activities, customer expectations, and emerging opportunities to refine sales strategies and strengthen market positioning. Demonstrate solution expertise: Maintain up-to-date knowledge of financial solutions, accounting principles, accounting software, and relevant industry best practices. Leverage sales technology: Use CRM platforms and sales management tools to monitor leads, track opportunities, maintain accurate records, and optimize sales performance. Collaborate across teams: Work closely with marketing and client relations teams to ensure a consistent customer experience, share best practices, and contribute to a positive team culture. Requirements: At least 3 years of successful sales experience, preferably selling financial solutions to small and medium-sized businesses. Bachelor's degree in Business, Finance, Accounting, or a related field preferred. An MBA or other advanced qualification is an advantage. Strong understanding of accounting principles, financial solutions, and the operational and financial challenges experienced by SMBs and accounting firms. Proven ability to manage a complete sales cycle, qualify inbound leads, build a strong pipeline, negotiate, and close business. Excellent communication, interpersonal, negotiation, and presentation skills, with the ability to explain complex financial concepts clearly to different audiences. Demonstrated ability to establish and maintain productive, long-term relationships with clients, business partners, and stakeholders. Experience using CRM platforms such as Salesforce or HubSpot, as well as other sales management and productivity tools. Strong analytical and problem-solving abilities, with the capacity to assess customer needs and develop appropriate solutions. Self-motivated, trustworthy, and results-oriented, with the ability to work independently while contributing effectively to a collaborative team. Excellent organizational skills, adaptability, flexibility, and a proactive approach to managing priorities and achieving objectives. Comfortable working remotely during standard Monday-to-Friday business hours, with access to a dedicated, distraction-free home office. Must be legally authorized to work in the United States and reside in an eligible state. Candidates based in the Eastern or Central Time Zones are strongly preferred. Location restriction: Due to employment and tax compliance requirements, candidates residing in California, New York, Illinois, Oregon, Minnesota, or Washington cannot currently be considered. Benefits: Competitive compensation: Starting pay of $23 per hour, with an hourly salary range of $23–$25 plus commission. Earning potential: Target on-target earnings (OTE) of approximately $140,000–$145,000, including commission. Remote flexibility: Full-time remote work within the United States. Health insurance: Medical, dental, vision, life, and disability insurance available to eligible employees. The employer covers 70% of employee medical premiums and 65% of dependent medical premiums, as well as 70% of employee dental and vision premiums. Life and disability coverage: Company-paid life insurance providing $15,000 in coverage, along with short-term disability coverage (60% of weekly earnings, up to $1,500) and long-term disability coverage (60% of monthly earnings, up to $10,000). Retirement savings: Access to a 401(k) retirement plan through Vanguard, with a 4% discretionary employer match after 90 days of employment. Paid time off: 15 days of annual PTO for full-time employees working 40 hours per week, or 12 days for employees working 30 hours per week. Additional vacation: Extra PTO awarded at the 3-year and 5-year employment milestones. Paid holidays: 12 paid holidays annually, including major national holidays and one floating holiday. Paid sick leave: PTO arrangements generally satisfy applicable state and local paid sick leave requirements, with additional compliance according to local regulations. Collaborative work environment: Opportunity to join an established, award-winning organization that values teamwork, professional engagement, and individual contributions.