Inside Sales Consultant for Small Commercial Insurance providing consultation to businesses. Taking warm inbound leads and classifying applicants in a hybrid work environment.
About the role
- Senior Sales Executive driving growth in Audit Workflow for Tax & Accounting. Leading sales cycles and engaging clients for consultative solutions.
Responsibilities
- Achieve and exceed monthly sales and renewal targets.
- Lead consultative sales engagements, tailoring presentations and proposals to client-specific needs.
- Demonstrate deep product knowledge and articulate value through ROI justification.
- Leverage market intelligence to inform territory strategy and identify growth opportunities.
- Resolve customer issues with professionalism and urgency to maintain strong relationships.
- Utilize CRM tools to manage pipeline, forecast accurately, and report performance.
- Drive strategic initiatives in partnership with cross-functional teams.
- Use sales automation tools and data insights to accelerate sales cycles.
Requirements
- 3+ years of successful SaaS sales experience in an Account Executive or Senior Sales role.
- Expertise in consultative selling and navigating complex sales cycles.
- Strong prospecting, closing, and negotiation skills.
- Excellent communication and presentation abilities.
- High proficiency in CRM tools (Salesforce preferred) and Microsoft Office.
- A collaborative, team-oriented approach with a continuous learning mindset.
- High integrity and a strong understanding of sales ethics.
- Bachelor’s degree preferred.
Benefits
- Flexible vacation
- Mental Health Days off
- Headspace app access
- Retirement savings
- Tuition reimbursement
- Employee incentive programs
- Resources for mental, physical, and financial wellbeing
- Parental leave
- Sabbatical leave
- Optional hospital, accident and sickness insurance
- Optional life and AD&D insurance
- Flexible Spending and Health Savings Accounts
- Fitness reimbursement
- Employee Assistance Program
- Group Legal Identity Theft Protection benefit
- Access to 529 Plan
- Commuter benefits
- Adoption & Surrogacy Assistance
- Employee Stock Purchase Plan
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