Virtual Sales Executive (Fintech)

TL;DR

Virtual Sales Executive (Fintech): Managing a high-volume pipeline of qualified leads to provide accounting and tax solutions for small business owners with an accent on consultative selling and relationship management. Focus on delivering high-impact visual presentations and driving client engagement via Google Meet to advance the sales cycle.

Location: Remote (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)

Compensation: Expected 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

• Manage a high-volume pipeline of qualified leads and prospects.
• Deliver high-impact visual presentations and product demonstrations via Google Meet.
• Educate clients on professional accounting and tax services using a consultative, empathetic sales approach.
• Strategically manage client relationships and follow-ups to advance the sales cycle.
• Utilize CRM systems and 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.
• 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, NC, OR, PA, TN, TX, UT.
• Expert communication skills for building trust via phone and video calls.
• Highly disciplined and self-motivated with excellent time management.
• Ability to provide own hardware: Quad-Core CPU, minimum 16GB RAM, and stable internet (25 Mbps down / 5 Mbps up).

Nice to have

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

Culture & Benefits

• Uncapped commission structure with a transparent plan.
• Comprehensive medical, dental, and vision insurance through Anthem BCBS.
• 401K with company match (available after 6 months).
• 10 days PTO, 5 company holidays, and 2 floating holidays.
• Company-paid basic life and long-term disability insurance.
• Fully remote work environment for eligible candidates.