Small Business Tax Specialist (Inside Sales Rep) (Fintech)

TL;DR

Small Business Tax Specialist (Inside Sales Rep) (Fintech): Driving growth by educating small business owners on professional accounting and tax services with an accent on consultative selling and relationship management. Focus on managing high-volume lead pipelines, delivering product demonstrations via Google Meet, and strategically advancing the sales cycle.

Location: Must be based in one of the following US states: AL, AZ, CT, FL, GA, IA, ID, IN, KS, MD, MN, NJ, NC, PA, TN, TX, UT. Working while traveling to other states or countries is not permitted.

Compensation: $20/hour base + uncapped commission (OTE $60,000–$120,000 annually).

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 engagement.
• Educate clients on the value of professional accounting and tax services using a consultative approach.
• Strategically manage client relationships and perform 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 exceeding targets.
• Expert communication skills for building trust and rapport via phone and video calls.
• Must be authorized to work in the United States (no visa sponsorship provided).
• Must reside in one of the approved states: AL, AZ, CT, FL, GA, IA, ID, IN, KS, MD, MN, NJ, NC, PA, TN, TX, or UT.
• Ability to provide own hardware: Quad-Core CPU, 16GB RAM, second monitor, webcam, and headset.

Nice to have

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

Culture & Benefits

• Fully remote work environment with an emphasis on work-life balance and professional growth.
• Competitive compensation including a forgivable draw structure and uncapped commissions.
• 401k available after 6 months with a company match and vesting schedule.
• Company-paid Basic Life Insurance and Long-Term Disability.
• Medical, dental, and vision insurance options through Anthem BCBS.
• Paid Time Off: 10 days PTO, 5 company holidays, and 2 floating holidays.