Senior Inside Sales Representative (Fintech)

TL;DR

Senior Inside Sales Representative (Fintech): Driving profitable sales growth for existing customers in the tax and accounting software sector with an accent on up-selling, cross-selling, and territory management. Focus on building robust sales pipelines, conducting needs assessments, and delivering accurate revenue forecasts.

Location: Hybrid in Coppell, TX (USA); requires working from the office on a weekly basis

Salary: $40,000 - $67,550 USD + Commission

Company

hirify.global is a leading provider of innovative tax and accounting software solutions designed to streamline financial management and compliance.

What you will do

• Strategically manage defined territories to execute sales plans and meet revenue goals.
• Build and maintain a qualified sales pipeline through prospecting and lead generation.
• Execute daily outbound activity (calls/emails) to ensure pipeline velocity.
• Conduct needs assessments and present tailored software solutions to retail tax businesses.
• Provide accurate weekly and monthly sales forecasts using CRM data.
• Collaborate with onboarding and support teams to ensure a seamless post-sale customer experience.

Requirements

• Bachelor's degree or equivalent relevant sales experience.
• Must be based in or able to work from the Coppell, TX office on a weekly basis.
• 2+ years of B2B inside sales or account management experience, preferably in the tax preparer space.
• Proven track record of carrying a quota and exceeding sales targets.
• Proficiency in Salesforce or similar CRM tools.
• Experience with consultative sales and delivering client presentations.

Nice to have

• Deep understanding of retail tax professional workflows.
• Prior experience in accounting industry or Financial Services SaaS sales.
• Formal sales training (e.g., Miller Heiman, Challenger Sales).

Culture & Benefits

• Comprehensive health coverage including Medical, Dental, and Vision plans.
• Financial security through 401(k), FSA, and HSA options.
• Work-life balance support with vacation, sick time, and paid parental leave.
• Professional development via a Tuition Assistance Plan.
• Commuter benefits.

Hiring process

• Interviews are conducted without AI assistance or virtual backgrounds to ensure authenticity.
• The process includes in-person interview components at the company office.