Inside Sales Consultant Case Analyst

Socket.dev; Chicago (IL); On-site; USD 50,000 - 85,000; Full time

Benefits offered by this job

No cold calling

Lead generation by marketing

Base salary + commission

Job summary

Community Tax in Chicago is seeking an Inside Sales Case Analyst to be the first voice for prospective clients seeking help. You’ll conduct consultations to understand their tax challenges, explain our two-phase process, and guide them toward resolution.

This role blends consultative sales, financial discovery, and client advocacy—perfect for someone who thrives on building trust, uncovering needs, and closing meaningful business.

Qualifications

• Experience in inside sales or client relations, preferably in financial services or consultative closing roles.
• Strong listening, empathy, and ability to translate complex financial matters into clear solutions.
• Comfort with detailed financial intake conversations.
• Familiarity with CRM systems and structured sales processes.

Responsibilities

• Connect & Consult: Engage inbound leads and referrals (NO COLD CALLING), listening to their tax challenges with empathy and professionalism.
• Educate & Guide: Clearly explain our two-phase process and how our team can help resolve IRS and state tax issues.
• Qualify & Assess: Gather critical financial and personal details to determine program eligibility and next steps.
• Close with Confidence: Enroll clients into Phase One, setting realistic expectations and securing their commitment.
• Build Trust Early: Establish rapport so clients feel confident transitioning to our Resolution Team for Phase Two.
• Collaborate Across Teams: Work hand-in-hand with tax professionals, case advocates, and leadership to ensure a smooth client handoff.
• There is NO COLD CALLING

Skills

Inside sales

Client relations

CRM systems

Structured sales process

Bilingual English/Spanish (a plus)

Tools

CRM software

Job description

About Us

Community Tax is one of the nation's leading Tax Resolution Firms, helping individuals and businesses find relief from overwhelming IRS and state tax burdens. Our mission is simple: protect our clients, restore peace of mind, and deliver life-changing results. With years of experience, a proven two-phase process, and a dedicated team of tax professionals, we stand at the forefront of an industry that is growing rapidly.

Inside Sales Case Analyst

Inside Sales Case Analyst is the first voice and trusted guide for prospective clients seeking help. You'll conduct in-depth consultations to understand their tax challenges, explain how our two-phase process works, and set them on the path toward resolution. This role blends consultative sales, financial discovery, and client advocacy - perfect for someone who thrives on building trust, uncovering needs, and closing meaningful business.

What You’ll Do

• Connect & Consult: Engage inbound leads and referrals (NO COLD CALLING), listening to their tax challenges with empathy and professionalism.
• Educate & Guide: Clearly explain our two-phase process and how our team can help resolve IRS and state tax issues.
• Qualify & Assess: Gather critical financial and personal details to determine program eligibility and next steps.
• Close with Confidence: Enroll clients into Phase One, setting realistic expectations and securing their commitment.
• Build Trust Early: Establish rapport so clients feel confident transitioning to our Resolution Team for Phase Two.
• Collaborate Across Teams: Work hand-in-hand with tax professionals, case advocates, and leadership to ensure a smooth client handoff.
• There is NO COLD CALLING

What We’re Looking For

• Demonstrated competencies in inside sales or client relations, preferably in a financial services, or consultative closing roles (debt relief, financial services, legal services, mortgage, membership services etc.).
• Strong ability to listen, empathize, and translate complex financial matters into clear solutions.
• Confidence in conducting detailed financial intake conversations.
• Excellent communication and persuasion skills, with a client-first mindset.
• Driven, self-motivated, and resilient in a competitive sales environment.
• Familiarity with CRM systems and structured sales processes.
• Bilingual fluency in English/Spanish is a plus

Why Join Us?

• High-Quality Leads: No cold calling - we invest heavily in marketing, so you speak with people actively seeking help.
• Industry-Leading Process: Our proven two-phase model makes your job easier - and your close rates higher.
• Industry-Leading Training - You'll have the training, mentorship and guidance you need to ensure your success
• Earning Potential: Competitive BASE ($50,000.00) pay PLUS Commission Bonus structure
• Career Growth: Opportunities to advance into leadership, Phase Two resolution sales, or channel partner business development roles
• Mission-Driven Work: Every client you enroll gets real protection, relief, and a path to financial peace of mind.

Ready to Make an Impact?

If you're passionate about helping people while earning what you're worth, this is your chance to join an industry leader and change lives - starting with your own.