In-Office Sales Representative (mid-September start date)

ClientBooks; Largo (FL); On-site; USD 60,000 - 200,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Paid time off

Bereavement leave

Holidays

Job summary

1-800Accountant in Largo, FL is seeking an In-Office Sales Representative to join our growing sales team starting late August. You will manage a high-volume pipeline, deliver compelling product demos via Google Meet, and tailor accounting and tax solutions for small business owners.

This role emphasizes consultative selling and measurable results, with uncapped commission and strong earning potential. The ideal candidate has at least 2 years in sales, excels at communication, works well with

Qualifications

• 2+ years of proven success in a sales role with targets.
• Phone-based, high-volume sales experience preferred.
• Excellent verbal communication and rapport-building skills.
• Self-motivated, goal-oriented and able to work independently.
• Collaborative and open to coaching for continuous improvement.
• Confident in presenting solutions and making recommendations.

Responsibilities

• Manage a high-volume pipeline of qualified leads and engage business owners.
• Deliver impactful demonstrations via Google Meet to drive client engagement.
• Recommend and present accounting and tax solutions tailored to clients.
• Educate business owners on the value of professional financial services.
• Collaborate with Client Success and Account Management for smooth transitions.
• Accurately manage client interactions and data in the CRM.

Skills

Sales experience

Phone-based sales

Verbal communication

Self-motivated

Coachable

Decisive presentation

Tools

CRM system

Google Meet

Job description

In-Office Sales Representative (late August start date) – Largo, FL

Benefits:

• Pricing

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Opportunity is calling. We are small business experts on a mission, and we could use your help. If you're ready to take the next big step in your career by helping thousands of small businesses grow, you've come to the right place.

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Human Impact, Powered by Innovation

At 1-800Accountant, we're not just doing accounting—we're empowering the entrepreneurs and small businesses that drive our economy. Our mission is to be the number one financial services provider for small business owners by giving them the tools and expertise they need to succeed. We're a high-growth "scale-up," combining the energy of a startup with the stability of a mature business. This means our team is fast-paced, adaptable, and always evolving. Whether you work remotely, in-office, or in a hybrid setup, you'll be part of a collaborative team that delivers meaningful, client-focused support every day.

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In-Office Sales Representative (late August start date) – Largo, FL

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About Us: 1-800Accountant is the nation's largest virtual accounting services firm, dedicated to providing accessible and affordable tax and accounting solutions for small business owners across all 50 states. We are committed to empowering entrepreneurs by offering expert financial guidance and innovative technology. Our team culture values integrity, collaboration, and continuous innovation.

The Opportunity: We are seeking a results-driven Sales Consultant to join our dynamic team. In this role, you will act as a trusted advisor, connecting small business owners with the tailored accounting and tax solutions they need to succeed. This is a consultative sales position focused on helping small business owners and providing exceptional value.

Responsibilities

• Manage a high-volume pipeline of qualified leads, engaging with business owners who have expressed interest in our services.
• Deliver high-impact visual presentations and product demonstrations via Google Meet to drive client engagement.
• Leverage your expertise to recommend and present the most suitable accounting and tax solutions.
• Educate business owners on the value of professional financial services, using a consultative approach to address their concerns and build trust.
• Collaborate with our Client Success and Account Management teams to ensure a smooth transition and long-term client satisfaction.
• Accurately and efficiently manage all client interactions and information within our CRM system.

Qualifications

• A minimum of 2 years of proven success in a sales role, with a track record of consistently meeting or exceeding sales targets.
• Prior experience in a phone-based, high volume sales environment is highly preferred.
• Excellent verbal communication skills with the ability to build rapport and articulate complex information clearly and professionally.
• Self-motivated and goal-oriented with a strong sense of urgency and the ability to work independently.
• Collaborative and receptive to coaching, with a continuous improvement mindset.
• Demonstrated confidence in presenting solutions and making decisive recommendations.

Compensation & Benefits

• Compensation:
• Base Salary: A competitive base salary, commensurate with experience.
• Commission: Uncapped commission structure with a clear and transparent plan, providing significant upside potential for top performers.
• Expected On-Target Earnings (OTE): The average OTE for this role is between $60,000 and $200,000, with top performers exceeding this range.
• Benefits:
• Health & Wellness: Comprehensive medical, dental, and vision insurance options are available starting the 1st of the month after 60 days of employment.
• Financial Wellness: 401(k) plan with a company match and a clear vesting schedule, available after 6 months of employment.
• Time Off: Generous paid time off, paid sick leave, bereavement leave, and paid company holidays.
• Additional Benefits: Company-paid basic life insurance, long-term disability, and a variety of optional benefits including pet insurance.

Why Join Us?

At 1-800Accountant, our mission is to make professional tax and accounting services accessible and affordable for small business owners across the nation. We believe every entrepreneur deserves expert financial support—without the traditional high costs. Through innovative technology and personalized service, we’re redefining how accounting is done in the digital age.

Our vision is to empower small businesses to thrive by giving them the tools, guidance, and confidence to take control of their finances. We’re proud to be a trusted partner to thousands of clients, helping them achieve financial clarity and success.

We value integrity, innovation, collaboration, and customer-centric service. If you're passionate about making a real impact, working with a forward-thinking team, and helping small businesses succeed, 1-800Accountant is the place for you.

Diversity

1-800Accountant is an equal opportunity employer and makes employment decisions on the basis of merit. 1-800Accountant’s policy prohibits unlawful discrimination based on race, color, religious creed, sex, gender identity, marital or veteran status, age, national origin, ancestry, citizenship, physical or mental disability, medical condition, genetic information or characteristics (or those of a family member), sexual orientation, pregnancy, or any other consideration made unlawful by federal, state, or local laws. It also prohibits discrimination based on a perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.

Accommodation Statement

1-800Accountant is an Equal Opportunity Employer and provides reasonable accommodations to individuals with disabilities in accordance with the Americans with Disabilities Act (ADA). If you require accommodation during the application process, please contact us at [e-mail].

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