POSITION SUMMARY The Sales Representative is responsible for developing new business opportunities, building relationships with prospective clients, and converting qualified leads into customers. This role represents Intentional Accounting in a professional and consultative manner by identifying client needs, providing appropriate recommendations, and communicating with integrity throughout the sales process.
The ideal candidate has 2–5 years of sales experience, is comfortable with both inbound and outbound sales activity, and demonstrates strong follow-up, organization, communication, and closing skills. This position is responsible for managing prospects throughout the sales pipeline and consistently contributing to organizational revenue goals.
ABOUT INTENTIONAL ACCOUNTING
We are Intentional Accounting, a growing provider of accounting, bookkeeping, payroll, and tax services. Our mission is to influence the prosperity of those we serve through intentional and proactive accounting.
We are committed to helping every team member reach their personal, professional, and financial goals.
Our core values are Inspiration, Kaizen, Adaptability, Alignment, Discipline, Accountability, Transparency, Gratitude, and Results.
Interested candidates selected to move forward in the hiring process may be asked to upload a 1–2-minute video answering the following questions:
How do you feel about technology?
What is the first thing that comes to mind when you hear “Kaizen”?
What is your opinion on deadlines?
PERFORMANCE OBJECTIVES
Source new sales opportunities through inbound lead follow-up, outbound prospecting, cold calls, and email.
Maintain a high level of daily prospecting activity, including approximately 50–75 outbound calls per day.
Conduct discovery conversations to understand prospective clients' accounting, bookkeeping, payroll, and tax needs.
Build rapport with prospects and clearly communicate the value of Intentional Accounting's services.
Consistently follow up with leads and prospective clients throughout the sales cycle.
Manage a pipeline of qualified prospects using the company CRM and perform daily reviews of leads, follow-up activity, and lead sources.
Maintain accurate and timely CRM documentation, including conversations, follow-up dates, opportunities, and next steps.
Convert qualified prospects into new clients while maintaining a professional, consultative sales approach.
Meet or exceed established monthly and quarterly sales and revenue targets.
Meet established performance expectations related to qualified conversations, appointments, conversions, pipeline development, and revenue.
Collaborate with internal teams to ensure a smooth transition from prospect to client.
Be a contributing member of the team in revenue, culture, and brand image.
Attend and participate in internal meetings, sales coaching, and required training.
Perform other related duties as assigned by management.
KEY COMPETENCIES
Proven ability to build rapport, identify client needs, overcome objections, and move opportunities toward a successful close.
Strong prospecting, follow-up, and relationship-building skills.
Comfortable initiating conversations with prospective clients through high-volume outbound calling.
Ability to ask effective discovery questions, listen actively, and recommend solutions based on client needs.
Results-oriented with demonstrated ability to work toward sales goals, activity expectations, and revenue targets.
Strong sense of accountability and ownership over individual sales performance.
Ability to manage multiple prospects, follow-up commitments, and competing priorities while maintaining strong attention to detail.
Adaptable to changes in the work environment, sales strategy, processes, technology, and client needs.
Ability to identify and resolve problems in a timely manner and develop appropriate solutions.
Inspire the trust of others; work with integrity and ethically; uphold organizational values.
Self-motivated and disciplined with the ability to work independently in a remote environment.
Coachable and receptive to feedback, sales training, and continuous improvement.
Strong written and verbal communication skills.
Strong organizational skills and administrative accountability.
Experience using CRM systems to manage leads, opportunities, and sales activity.
Strong computer skills and proficiency with Microsoft Office and technology-based business tools.
Ability to think critically and collaboratively when approaching prospect and client needs.
Ability to maintain professionalism and confidentiality when handling client and company information.
EDUCATION AND EXPERIENCE
GED or High School Diploma required.
Minimum 2 years of professional sales experience required.
2–5 years of sales experience preferred.
Experience with outbound prospecting, lead follow-up, pipeline management, and closing sales preferred.
Experience in B2B sales, professional services, financial services, accounting, tax, payroll, SaaS, insurance, or consultative sales strongly preferred.
Experience working with small and midsize business owners is a plus.
CRM experience preferred.
PHYSICAL REQUIREMENTS
Ability to spend prolonged periods of time sitting at a desk using a computer and telephone.
BENEFITS
Health Insurance
Remote with Flexible Hours
Professional Training & Development Opportunities
Sales Coaching and Professional Development
Opportunity for Growth within a Growing Organization
COMMITMENT TO DIVERSITY
Intentional Accounting is an equal opportunity employer that creates an inclusive and diverse workplace. We value the contributions of a multigenerational and multicultural workforce and welcome candidates from all backgrounds.
Job Type: Full Time
Pay: $45,000–$80,000 per year