Business Development Consultant

The Accounting Lab; United States; Remote; USD 120,000 - 300,000; Full time

Job summary

A leading company in financial services is seeking a Director of HR/Coach to enhance team potential. The ideal candidate will excel in consultative sales, provide outstanding client service, and thrive in a collaborative environment. Responsibilities include understanding the sales process, strategizing with clients, and ensuring accurate documentation of interactions. The company values flexibility, transparency, and continuous professional growth, making it an excellent opportunity for driven individuals.

Benefits

Medical Insurance

Vision Insurance

401(k)

Disability Insurance

Qualifications

• 2-3 years of B2B consultative sales experience.
• Strong business instincts and ambition for growth.

Responsibilities

• Learning and adhering to sales process and presentation.
• Sourcing and taking sales calls with prospects.
• Documenting interactions in CRM.

Skills

Consultative Sales

Professional Communication

Time Management

Job description

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Direct message the job poster from The Accounting Lab

Director of HR/ Coach/ Maximizing Team Potential

The Accounting Lab is looking for someone skilled in consultative sales to join our business development team. In this role, you will learn the strategies we teach our clients regarding tax, accounting, and business advisory services to help them start and scale their businesses and minimize their taxes. The person in this role thrives on providing excellent client service, enjoys learning new things, and loves to work collaboratively with others. Must have experience in B2B consultative sales. Previous CRM experience is a plus.

Primary responsibilities:

• Learning our sales methodology and clients.
• Understanding and adhering to our sales process and presentation.
• Sourcing and taking sales calls with prospects and existing clients and strategizing with them on starting or scaling their business and minimizing their taxes.
• Attending regular meetings with the sales team for training opportunities.
• Documenting all interactions with prospects and clients in our CRM in a format that is understandable and visible to all employees.
• Is available most days from 8:30 am-5:30 pm local time to take calls.
• Using both internal and external resources to maintain up-to-date knowledge of our services and industry.
• Developing individual action plans and strategies that align with client goals.
• Maintaining a close rate of 20%.
• Ensuring all prospects are properly moved in the sales pipeline and information is documented in client details, so client service staff has proper expectations.
• Ensuring that sales stats are accurately reported daily by EOD.
• Communicating all necessary information effectively to department management, leadership, and other TAL departments.
• Ensuring all prospect and client interactions are properly documented by EOD.
• Supporting our core values and culture of outstanding client service, collaboration, accountability, and excellence.

Requirements:

• 2-3 years of B2B consultative sales experience.
• Previous background in financial services or medical practices is a plus.
• Adaptable to change.
• Strong business instincts and an ambition for continued professional growth.
• Professional communication skills across all areas: Phone, Zoom, E-mail, etc.
• Self-directed and able to easily prioritize work in a remote environment.
• Exceptional time management skills
• Open to learning new processes in sales.
• Open to rapid professional growth.
• Well-organized and able to maintain a pipeline that can be observed and understood by the Business Consultant Manager.

CULTURE:

We believe in hard work, innovating for the client, and getting results! But we also believe in flexibility, freedom, transparency, direct feedback (up and down), and the option to work remotely. The most important thing for any new team member is understanding the TRANSFORMATION we provide for our clients and the DIFFERENCE we’re building for them, their team members, families, and clients. By helping them, we help ourselves and the better team, culture, and company we can build!

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development, Consulting, and General Business

• Industries

  Financial Services, Accounting, and Business Consulting and Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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