Inside Sales - Financial Solutions

Job title

Financial Solutions Consultant (Inbound Sales)

Reports to

Financial Solutions Sales Manager

Job purpose

At [Employer], we're passionate about providing innovative financial solutions tailored for the Small and Medium-sized Business (SMB) market and accounting firms. We empower businesses to thrive by streamlining their financial operations and fostering strategic partnerships.

As a Financial Solutions Consultant, you'll be at the forefront of driving revenue growth by selling our cutting-edge financial solutions to SMBs and accounting firms. You'll leverage your strong understanding of accounting principles and solutions to build strategic partnerships, effectively communicate the value of our offerings, and manage the entire sales cycle. This remote role offers flexibility and the opportunity to work from anywhere while contributing to the success of our clients and [Employer].*This is a remote position with strong preference for candidates in the U.S. Eastern or Central Time Zones.*

Duties and responsibilities

As a [Employer] Corporate Team member, you will professionally represent the company in all virtual and onsite interactions. You are expected to exemplify our mission, vision and core values daily, fostering a collaborative and positive team environment.

Key Responsibilities

• Sales Growth & Business Development: Proactively identify, qualify, and close new business opportunities within the SMB and accounting firm sectors. Develop and execute strategic sales plans to achieve and exceed revenue targets.
• Market Intelligence & Analysis: Conduct continuous market research to stay ahead of industry trends, competitor activities, and evolving customer needs. Analyze market data to position our solutions and identify new opportunities for growth effectively.
• Strategic Partnership Development: Build and nurture strong, long-term relationships with accounting firms, industry influencers, and relevant stakeholders. Collaborate with partners to drive mutual business opportunities and expand market reach.
• Solution Expertise & Value Proposition: Maintain a comprehensive and up-to-date understanding of our financial solutions, accounting software, and industry best practices. Effectively communicate the features, benefits, and value proposition of our solutions to prospective clients.
• Consultative Sales Approach: Employ a consultative sales approach to understand customer challenges, business goals, and financial objectives. Develop and present tailored solutions that address specific client needs and deliver measurable results.
• Sales Cycle Management: Manage the entire sales cycle from lead generation and qualification to closing and onboarding. Utilize CRM software and sales management tools to track progress, manage opportunities, and ensure a seamless and efficient process.
• Inbound Lead Management: Effectively manage and qualify inbound marketing leads generated through various channels. Prioritize leads based on engagement and potential, and convert them into qualified sales opportunities.
• Collaboration & Teamwork: Collaborate with internal teams, including marketing and client relations, to ensure alignment and maximize customer satisfaction. Share best practices and contribute to a positive and supportive work environment.

Qualifications

[Employer] is looking for a motivated and trustworthy self-starter with strong communication and technological skills who thrives both independently and on a team. Our ideal corporate team member is flexible, creative, well-organized and ready to roll up their sleeves to get the job done!

• Bachelor's degree in Business, Finance, Accounting, or a related field is preferred; MBA or advanced degree is a plus.
• Proven track record of successful sales experience, with experience in financial solutions for the SMB market (3+ years).
• Deep understanding of accounting principles, financial solutions, and the challenges faced by SMBs and accounting firms.
• Exceptional communication, interpersonal, and presentation skills, with the ability to effectively communicate complex concepts to a diverse audience.
• Demonstrated ability to build and maintain strong relationships with clients, stakeholders, and partners.
• Proficiency in CRM software (e.g., Salesforce, HubSpot) and sales management tools.

Working conditions

[Employer] Corporate offers full-time remote work, requiring a dedicated, distraction-free home office for standard Monday-Friday business hours, with occasional travel for some roles. As a full-time, non-exempt W-2 employee, you'll join a vibrant, award-winning company culture where you're a valued, engaged team player in a thriving organization.

Disclaimer

This job description is intended to describe the general nature and level of work performed by individuals assigned to this position. It is not intended to be an exhaustive list of all responsibilities, duties, or qualifications. Responsibilities may change from time to time based on business needs, and team members may be assigned additional duties as needed.

Legal Disclosures

Pay Range: $23.00 - $25.00 per hour + Commission with OTE $140,000 - $145,000

Starting Pay Range: $23.00 per hour

Other Types of Pay: Commission

Health Insurance: Medical, dental, vision, life, and disability insurance are available to eligible employees. [Employer] covers 70% of employee premiums and 65% of dependent premiums for medical, and 70% of employee premiums for dental and vision. Company-paid life insurance ($15,000 coverage) and short-term/long-term disability coverage (STD: 60% of weekly earnings up to $1,500; LTD: 60% of monthly earnings up to $10,000) are provided at no cost to full-time employees.

Retirement Benefits: 401(k) plan through Vanguard, with a 4% employer discretionary match. Employees are eligible after 90 days of employment.

Paid Time Off: Full-time (40 hr/week) employees receive 15 days of PTO annually; full-time (30 hr/week) employees receive 12 days. Additional PTO is awarded at 3- and 5-year tenure milestones.

Paid Holidays: 12 paid holidays annually (New Year’s Day, Martin Luther King Jr. Day, President’s Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day, Day After Thanksgiving, Christmas Eve, Christmas Day, and one floating holiday of the employee’s choosing).

Paid Sick Leave: Full-time employees’ PTO accrual generally satisfies state and local paid sick leave requirements in the states where [Employer] hires. [Employer] follows all state specific requirements.

Method of Application: Apply online via the link provided in this posting.

Application Window: The posting will remain open until filled.

Contact Information: Questions regarding this posting may be directed to . .

EEO Statement: [Employer] is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, veteran status, or any other protected status under applicable law.

Location Requirements:

This role is remote within the U.S. with strong preference of candidates in Eastern or Central Time Zones. However, due to employment and tax compliance considerations, we are currently unable to hire employees in the following states: California, New York, Illinois, Oregon, Minnesota and Washington.

Originally posted on [Employer]