Inbound Sales Representative

TaxRise•Irvine, CA

4d•$17

About The Position

As an Inbound Sales Representative, you will play a pivotal role in helping clients resolve their tax issues. You will act as a trusted advisor, conducting discovery calls, analyzing financial and tax information, and enrolling clients into resolution programs. You’ll work exclusively with warm inbound leads — no cold calling required — and have the backing of a robust support team that ensures you have the tools and resources to succeed. The ideal candidate thrives in a consultative sales environment, excels at building relationships, and is motivated to drive results.

Requirements

Highly motivated with a positive attitude and excellent people skills
Strong interpersonal and relationship-building skills with a client-first mindset
Excellent verbal and written communication skills, with the ability to simplify complex concepts for clients
Working knowledge of and expertise with customer information systems and computer software, preferably Google Mail and Calendar and Salesforce
High level of empathy and emotional intelligence to handle sensitive client situations
Time management – multitasker, able to prioritize and follow up with clients in a timely manner
Ability to work in a fast-paced environment, adapt to changing priorities, and maintain professionalism
Successful execution with minimal oversight, which requires independent thought, decision-making and application

Responsibilities

Client Consultation: Engage with warm, inbound leads only —no cold calls. Conduct thorough discovery calls to understand how clients’ tax issues began, identify their financial circumstances, and uncover their goals. Use active listening to gather critical details about their situation.
Program Evaluation: Review a combination of client-provided documents and system-generated data, including account transcripts, wage and income records, prior tax returns, and proprietary financial analyses, to recommend tailored resolution programs that meet their needs.
Sales Cycle Management: Take ownership of the sales process from start to finish, including responding to inbound inquiries and successfully enrolling clients into our services. Ensure each step of the process is timely and efficient.
Empathy and Advocacy: Act as a trusted advocate for clients by addressing their concerns, providing clear answers to their questions. Explain our tax relief services and potential resolutions in a way that's easy for clients to understand. Break down each step of the process, ensuring clients feel empowered and confident in moving forward.
CRM Documentation: Maintain meticulous records by inputting all client interactions, financial information, and case updates into our CRM system. Ensure accurate and thorough documentation to support seamless follow-ups and team collaboration.
Performance-Driven Results: Consistently meet or exceed individual and team sales goals by staying proactive, organized, and results-oriented. Utilize feedback and coaching to continuously refine your sales approach and enhance performance.
The job includes other duties and responsibilities assigned by management