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.