Inside Sales Consultant Case Analyst

Community Tax LLC • Chicago, IL

7d • $0 - $50,000 • Onsite

About The Position

The Inside Sales Case Analyst is the first voice and trusted guide for prospective clients seeking help. You’ll conduct in-depth consultations to understand their tax challenges, explain how our two-phase process works, and set them on the path toward resolution. This role blends consultative sales, financial discovery, and client advocacy — perfect for someone who thrives on building trust, uncovering needs, and closing meaningful business.

Requirements

• Demonstrated competencies in inside sales or client relations, preferably in a financial services, or consultative closing roles (debt relief, financial services, legal services, mortgage, membership services etc.).
• Strong ability to listen, empathize, and translate complex financial matters into clear solutions.
• Confidence in conducting detailed financial intake conversations.
• Excellent communication and persuasion skills, with a client-first mindset.
• Driven, self-motivated, and resilient in a competitive sales environment.
• Familiarity with CRM systems and structured sales processes.

Nice To Haves

• Bilingual fluency in English/Spanish is a plus

Responsibilities

• Connect & Consult: Engage inbound leads and referrals (NO COLD CALLING), listening to their tax challenges with empathy and professionalism.
• Educate & Guide: Clearly explain our two-phase process and how our team can help resolve IRS and state tax issues.
• Qualify & Assess: Gather critical financial and personal details to determine program eligibility and next steps.
• Close with Confidence: Enroll clients into Phase One, setting realistic expectations and securing their commitment.
• Build Trust Early: Establish rapport so clients feel confident transitioning to our Resolution Team for Phase Two.
• Collaborate Across Teams: Work hand-in-hand with tax professionals, case advocates, and leadership to ensure a smooth client handoff.

Benefits

• Competitive BASE ($50,000.00) pay PLUS Commission Bonus structure
• Opportunities to advance into leadership, Phase Two resolution sales, or channel partner business development roles

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed