Inbound Sales Rep

Hire-Agency; Draper (UT); Hybrid; USD 60,000 - 120,000; Full time

Benefits offered by this job

401K match

License reimbursement

PTO

14 paid holidays

Casual dress

Job summary

Incite Tax is seeking a driven Inbound Sales Representative to engage prospects, educate on tailored financial services, and turn leads into long-term clients. You will respond to inbound inquiries, conduct consultative calls, and nurture opportunities to drive revenue growth.

You will manage inbound calls, schedule discovery meetings, and deliver pricing agreements within 15 minutes of calls while focusing on rapid client onboarding and ongoing nurture campaigns.

Qualifications

• Experience in inbound sales or high-value service sales is a must.
• Exceptional organizational skills with rapid response times.
• Sales approach focuses on educating and building value for prospects.

Responsibilities

• Inbound Call Management: field inbound sales calls and engage prospects.
• Tailored Consultations: understand Incite Tax offerings to sell tailored solutions.
• Meeting Scheduling: set up discovery and consultation meetings.
• Rapid Agreement Turnaround: send pricing agreements within 15 minutes of a call.
• Client Onboarding: educate and transition leads to paying clients.
• Nurture Campaigns: send value-driven emails to 250+ leads weekly.
• Lead Nurturing: follow up with existing leads to stay top-of-mind.
• Industry Acumen: stay updated on tax industry trends.
• Process Innovation: seek ways to improve sales processes.

Skills

Inbound sales

Consultative selling

Relationship building

Strong communication

Time management

Tools

CRM proficiency

Job description

Compensation: $60,000 base + commission (OTE $120,000)

Employment Type: Full-time, W-2

Applicants must be currently authorized to work in the United States, we do not offer visa sponsorship.

Overview

Incite Tax is seeking a driven, relationship-focused Inbound Sales Representative to engage prospective clients, drive revenue growth, and expand our client base. In this role, you will respond to inbound inquiries, conduct consultative sales calls, educate prospects on our tailored financial services, and rapidly turn qualified leads into long-term clients. You will spend time nurturing qualified leads and those prospective clients you’ve met with but have not yet closed.

About Incite Tax

At Incite Tax, they’re not afraid to say it, the IRS sucks! They take too much of people’s hard-earned money, and Incite Tax is here to help stop that. Incite work with small business owners to understand their numbers, make smarter decisions, and keep more of what they earn.

Incite Tax built their company on one simple belief: you shouldn’t have to choose between a successful accounting career and a real life. With flexible schedules, honest communication, and a culture that supports accountants’ work-life balance, you can grow your career while still having time for family, hobbies, and sanity.

Key Responsibilities

• Inbound Call Management: Be readily available to field inbound sales calls and engage directly with interested prospects.
• Tailored Consultations: Develop a deep understanding of Incite Tax’s identity and service offerings to sell tailored solutions to prospective clients.
• Meeting Scheduling: Set up timely discovery and consultation meetings to show how prospects can benefit from partnering with us.
• Rapid Agreement Turnaround: Prepare and send clear, accurate pricing agreements to prospective clients within 15 minutes of finishing a sales call.
• Client Onboarding: Create genuine value through proactive communication and education, smoothly transitioning prospective leads into paying clients.
• Nurture Campaigns: Send intentional, value-driven nurturing follow-up emails to a minimum of 250 leads per week.
• Lead Nurturing: Provide consistent, proactive follow-ups to existing leads to keep Incite Tax top-of-mind.
• Industry Acumen: Stay up to date on tax industry trends, changes, and the competitive landscape to effectively address prospect pain points.
• Process Innovation: Continuously look for opportunities to innovate, improve team efficiencies, and sharpen accuracy within our sales processes.

Qualifications

• Experience in inbound sales, consultative selling, or high-value service sales (financial, tax, or professional services experience is a major plus).
• Exceptional organizational skills with a commitment to rapid response times.
• A strong approach to sales—you sell by educating, building value, and genuinely caring about the prospect’s financial success.
• Outstanding verbal and written communication skills; comfortable conducting calls, leading discussions, and writing engaging email copy.
• Thrives in a target-driven environment where success is clearly measured by activity and revenue metrics.
• Highly adaptable, quick to learn company offerings, and always looking for ways to optimize workflow.
• A team player who appreciates a lighthearted culture (dad jokes welcome).
• 401K with employer match
• Reimbursement for unlicensed professionals to obtain their license
• Paid Time Off (PTO)
• 14 paid holidays (including Christmas Eve through New Year’s Day)
• Opportunities for professional development and career growth
• Casual dress code (jeans and t-shirts encouraged)
• Supportive culture that values work-life harmony and employee well-being

Why Join Incite Tax?

At Incite Tax, you won’t just clock in for a job, you’ll build a career with people who actually care about your growth, balance, and well-being.

• Balance: Reasonable hours year-round (yes, even during tax season)
• Growth: A clear, accelerated path to leadership and ownership
• Flexibility: Work as a remote accountant or enjoy a hybrid schedule that fits your life
• Culture: A positive, collaborative team that values people as much as performance