Virtual Sales Executive (Fintech)

TL;DR

Virtual Sales Executive (Fintech): Managing a high-volume pipeline of qualified leads and prospects for accounting and tax services with an accent on delivering high-impact presentations and educating clients. Focus on strategically managing client relationships and mastering CRM and sales tools to drive client engagement.

Location: Remote (US). Must be authorized to work in the United States and reside in one of the approved states: AL, AZ, CT, FL, GA, ID, IN, IA, KS, MD, MN, MO, NJ, NY, NC, OR, PA, TN, TX, UT, WA.

Salary: $60,000–$120,000 OTE

Company

hirify.global is the nation's largest virtual accounting services firm, dedicated to providing accessible and affordable tax and accounting solutions for small business owners across all 50 states.

What you will do

• Proactively manage a high-volume pipeline of qualified leads and prospects.
• Deliver high-impact visual presentations and product demonstrations via Google Meet.
• Educate clients on the value of professional accounting and tax services through a consultative sales approach.
• Strategically manage client relationships and provide exceptional follow-up to advance the sales cycle.
• Master the CRM system and other sales tools to efficiently manage your pipeline.

Requirements

• Must be authorized to work in the United States.
• Must reside in one of the approved states: AL, AZ, CT, FL, GA, ID, IN, IA, KS, MD, MN, MO, NJ, NY, NC, OR, PA, TN, TX, UT, WA.
• 2-4 years of sales experience with a proven track record of meeting and exceeding sales targets.
• Expert communication skills for building trust and rapport with clients via phone and video calls.
• Highly disciplined, self-motivated, and goal-oriented with excellent time management skills.
• Comfortable and adaptable with new technology to enhance workflow and client interactions.
• Personal equipment: Quad-Core CPU, minimum 8 GB RAM (16GB preferred), minimum 25 Mbps download / 5 Mbps upload internet, Windows or Mac OS (no Linux), second monitor, webcam, headset.
• Designated home office required to prevent being overheard during sensitive discussions.

Nice to have

• Experience closing a high volume of high ticket items.

Culture & Benefits

• Fully remote work environment.
• Uncapped commission structure and competitive compensation.
• Company-paid Basic Life Insurance and Long-Term Disability.
• Optional medical, dental, vision, and disability insurance through Anthem BCBS, HSA, and FSA.
• 401K available after 6 months of employment with a company match.
• 10 days of PTO, 5 company holidays, 2 floating holidays, and 3 sick days.
• Focus on work/life balance, professional growth, and continuous innovation.