Sales Representative

DiLucci CPA•TX, FL, TN, TX
•Remote

About The Position

Do you thrive in performance-based roles, excel at consultative selling, and build strong relationships through communication? Our Sales Representative role is performance-driven, giving you the opportunity to directly impact your earnings while helping business owners make smarter financial decisions. As a Sales Representative at DiLucci CPA Firm, you’ll be responsible for selling our tax, accounting and IRS services ($3,500-$20,000+) to our prospective clients. You will be our first point of contact maintaining and growing the brand. The ideal candidate has a background in tax or substantial experience selling to business owners. At DiLucci CPA, we hold ourselves to high standards of professionalism and integrity. Our core values—Genunie Care, Great Communication, and Speed to Learning—guide how we interact with clients and approach our work. As Senior Sales Representative, you’ll embody these values by being an effective communicator and building genuine rapport, ensuring every prospect feels valued and understood. In this role, you’ll take charge of your own pipeline, turning initial conversations into valuable business opportunities. Your day-to-day will involve taking inbound sales calls, understanding potential clients needs, and demonstrating how DiLucci CPA Firm can help them achieve their financial goals. This is more than just making sales calls; it’s about creating a positive and engaging experience from the first interaction. You’ll be empowered to leverage your skills and to showcase our unique value and drive growth. If you’re driven to excel, we’re eager to see what you can bring to our team.

Requirements

  • Excellent communicator over the phone / video conference
  • Experience selling to Small Business Owners (SMB)
  • Open to learning new processes in sales
  • Strive to growing rapidly
  • Self-sufficient and able to properly manage one’s own time
  • Well-organized and able to maintain a pipeline that can be observed and understood by the Sales Leader

Nice To Haves

  • Tax experience is highly preferred, but not required.

Responsibilities

  • Establish, develop, and maintain positive business and customer relationships
  • Maintain a clear, up to date and accurate pipeline in our CRM and tracking systems
  • Follow up diligently and consistently with potential clients over extended periods
  • Document all interactions with all prospects and clients in the “notes” section of CRM.
  • Available all days from 9 am-5 pm EST or PST to take calls
  • Collaborate with the team to formulate ideas on how to best serve our clients
  • Collaborate with the team to ensure smooth transitions from sales process to onboarding.
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