Sales Representative - Tax/Accounting

Hall CPA PLLC is a virtual CPA firm focused on serving Real Estate Investors, Syndicates, and Fund Managers. The Inside Sales Representative will conduct discovery meetings with qualified leads, engage clients about tax planning and accounting services, and identify additional sales opportunities through the firm's extensive lead database.

Responsibilities:

• Lead engaging discovery meetings with qualified inbound leads to understand their pain points and identify how our services can deliver value
• Become an expert in the firm's service offerings and clearly communicate how we solve clients' challenges
• Analyze and understand client needs, presenting relevant solutions
• Route complex opportunities to the appropriate executives for further development and closure as needed, ensuring smooth transitions
• Close deals with prospective clients and consistently achieve quarterly sales goals
• Proactively source new sales opportunities through inbound lead follow-up and tapping into our existing lead list
• Research accounts, identify key players, and generate interest by creating tailored outreach strategies as needed
• Cultivate relationships with channel partners to build pipelines and close deals

Requirements:

• Bachelor's degree in a related field
• Proven success in inside sales, with a strong track record of exceeding goals
• Professional video presence, with experience managing 7+ calls per day
• Experience utilizing Hubspot, ClickUp, or similar CRM
• Excellent verbal and written communication skills, with the ability to engage with prospects
• Strong listening and presentation skills, ensuring client needs are clearly understood
• Excellent multitasking, prioritization, and time management skills