Remote Sales Rep (Fintech)

TL;DR

Remote Sales Rep (Fintech): Driving growth by managing a high-volume pipeline of qualified leads for virtual accounting services with an accent on consultative selling and client relationship management. Focus on conducting high-impact product demonstrations, educating small business owners on tax and accounting value, and optimizing sales cycles via CRM.

Location: Must be based in one of the approved US states: AL, AZ, CT, FL, GA, ID, IN, IA, KS, MD, MN, MO, NJ, NC, OR, PA, TN, TX, UT.

Compensation: OTE $60,000 – $120,000

Company

The nation's largest virtual accounting services firm providing accessible and affordable tax and accounting solutions for small business owners across the US.

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 to drive client engagement.
• Educate clients on the value of professional accounting and tax services through a consultative, empathetic sales approach.
• Strategically manage client relationships and provide exceptional follow-up to advance the sales cycle.
• Master CRM systems and other sales tools to efficiently manage pipeline and client information.

Requirements

• 2-4 years of sales experience with a proven track record of meeting and exceeding targets.
• Expert communication skills for building trust and rapport via phone and video calls.
• Authorized to work in the United States (no visa sponsorship available).
• Must be based in approved US states: AL, AZ, CT, FL, GA, ID, IN, IA, KS, MD, MN, MO, NJ, NC, OR, PA, TN, TX, UT.
• High level of self-motivation, discipline, and excellent time management skills.
• Ability to provide own hardware: Quad-Core CPU, minimum 16GB RAM, Windows or Mac OS, and second monitor.

Nice to have

• Experience closing a high volume of high-ticket items.

Culture & Benefits

• Fully remote work environment for approved states.
• Uncapped commission structure with a transparent plan.
• 401K with company match and vesting schedule (after 6 months).
• Comprehensive health, dental, vision, and life insurance options.
• 10 days PTO, 5 company holidays, and 2 floating holidays.
• Focus on professional growth and work-life balance.