Senior Inside Sales Representative, Software Solution Sales Existing Accounts Hybrid (SaaS)

TL;DR

Senior Inside Sales Representative, Software Solution Sales Existing Accounts Hybrid (SaaS): Driving profitable software sales growth among existing tax and accounting customers with an accent on upselling, cross-selling, territory ownership, and consultative solution selling. Focus on building high-quality pipelines, managing high-velocity and strategic sales cycles, producing accurate forecasts, and positioning software solutions for retail tax businesses.

Location: Hybrid role requiring weekly work from the Coppell, Texas office; applicants may also be required to attend onsite interviews. Travel up to 10% annually.

Salary: $40,000–$67,550 USD base salary, plus commission eligibility.

Company

Provider of tax and accounting software solutions that help individuals and businesses streamline financial management and maintain compliance.

What you will do

• Own a defined geographic or vertical territory and execute sales plans aligned with revenue goals.
• Build, qualify, and advance sales pipelines through outbound calls, email, referrals, campaigns, and data mining.
• Sell software solutions through needs assessments, product demonstrations, proposals, and pricing presentations.
• Manage both high-volume transactional opportunities and longer, high-value sales cycles.
• Use CRM data to maintain activity records, analyze pipeline performance, and deliver weekly and monthly forecasts.
• Collaborate with onboarding, implementation, and support teams while sharing customer and market feedback.

Requirements

• Bachelor’s degree or equivalent relevant sales experience.
• At least 2 years of B2B inside sales, account management, relationship management, or relevant tax-preparer-space experience.
• Experience carrying a quota, exceeding sales targets, qualifying prospects, and presenting products and services.
• Strong consultative communication, organization, forecasting, and pipeline-management skills.
• Proficiency with Salesforce or a similar CRM and comfort working against activity and revenue KPIs.
• Ability to work from the Coppell, Texas office weekly in a hybrid arrangement.

Nice to have

• Knowledge of retail tax professionals’ needs and workflows.
• Accounting, financial-services software, or SaaS sales experience.
• Formal sales training such as Solutions Selling, Miller Heiman, or Challenger Sales.

Culture & Benefits

• Medical, dental, and vision plans.
• 401(k), FSA/HSA, and commuter benefits.
• Tuition assistance, vacation, and sick time.
• Paid parental leave and programs supporting work-life balance.
• Commission eligibility in addition to base compensation.

Hiring process

• Interviews must be completed without AI tools or external prompts.
• Virtual backgrounds should be removed, and in-person interviews may be included.
• Applicants may be required to appear onsite at an office during the recruitment process.