Details

Description

We are seeking a driven and resourceful professional to support the growth of our tax and accounting firm by managing the entire client acquisition process—from identifying prospects to closing deals.

The ideal candidate will be responsible for finding potential clients, initiating contact, qualifying leads, presenting our tax and accounting services, handling objections, and successfully converting prospects into paying clients. This role also includes guiding new clients through the onboarding process to ensure a smooth transition to our services.

This is a full-cycle, revenue-focused role requiring strong communication, relationship-building, and sales skills. The candidate should be comfortable working independently, taking ownership of the sales pipeline, and consistently meeting or exceeding client acquisition targets.

Key Responsibilities
Identify and source potential leads (individuals and businesses) through various channels
Reach out to prospects via calls, messages, email, or networking
Qualify leads and assess their accounting/tax needs
Present and explain our services in a clear and professional manner
Handle objections and negotiate to close deals
Coordinate with internal team for client onboarding
Maintain a pipeline of prospects and track progress through the sales cycle
Achieve agreed-upon client acquisition targets

Compensation
Performance-based remuneration (commission per closed client) plus monthly base pay

Ideal Candidate
Experience in sales, business development, or client acquisition
Strong communication and persuasion skills
Self-motivated and target-driven
Comfortable with both lead generation and closing
Experience in financial services is a plus, but not required