Sales Representative

DiLucci CPA Firm; Clifton (TX); Remote; USD 120,000 - 200,000; Full time

Job summary

DiLucci CPA Firm is seeking a remote Sales Representative who can drive revenue through consultative selling of tax and accounting services to business owners. The role emphasizes performance-based earnings with a competitive base salary and a high on-target earnings range.

You will manage inbound inquiries, build relationships, and maintain an active pipeline while representing our brand with professionalism and integrity.

Qualifications

• Excellent communicator with strong phone/video presence.
• Experience selling to small business owners (SMB).
• Willing to learn new sales processes and adapt quickly.
• Self-sufficient and able to manage own schedule and pipeline.
• Organized and able to maintain a clear sales pipeline for leaders.

Responsibilities

• Establish, develop, and maintain positive business relationships with prospects.
• Maintain a clear, up-to-date CRM pipeline and tracking notes.
• Follow up diligently with potential clients over extended periods.
• Document all interactions in CRM notes for team visibility.
• Available 9 am–5 pm EST or PST for calls, 5 days a week.
• Collaborate with team to craft strategies to serve clients best.
• Ensure smooth transition from sales to onboarding.

Skills

Excellent communicator

Experience selling to SMB

Open to learning

Self-managed

Time management

Pipeline management

Job description

Sales Representative

Location: Remote based in FL, TN, or TX

Type/Schedule: Contract, Full-Time, approximately 40 hours per week

Compensation: $2,500/month base; primarily commission, on target earnings from 120k to 200k/year

Role Overview

Do you thrive in performance-based roles, excel at consultative selling, and build strong relationships through communication? Our Sales Representative role is performance-driven, giving you the opportunity to directly impact your earnings while helping business owners make smarter financial decisions.

As a Sales Representative at DiLucci CPA Firm, you’ll be responsible for selling our tax, accounting and IRS services ($3,500-$20,000+) to our prospective clients. You will be our first point of contact maintaining and growing the brand. The ideal candidate has a background in tax or substantial experience selling to business owners.

At DiLucci CPA, we hold ourselves to high standards of professionalism and integrity. Our core values—Genunie Care, Great Communication, and Speed to Learning—guide how we interact with clients and approach our work. As Senior Sales Representative, you’ll embody these values by being an effective communicator and building genuine rapport, ensuring every prospect feels valued and understood.

In this role, you’ll take charge of your own pipeline, turning initial conversations into valuable business opportunities. Your day-to-day will involve taking inbound sales calls, understanding potential clients needs, and demonstrating how DiLucci CPA Firm can help them achieve their financial goals. This is more than just making sales calls; it’s about creating a positive and engaging experience from the first interaction. You’ll be empowered to leverage your skills and to showcase our unique value and drive growth. If you’re driven to excel, we’re eager to see what you can bring to our team.

What you’ll do:

• Establish, develop, and maintain positive business and customer relationships




• Maintain a clear, up to date and accurate pipeline in our CRM and tracking systems




• Follow up diligently and consistently with potential clients over extended periods




• Document all interactions with all prospects and clients in the “notes” section of CRM.




• Available all days from 9 am-5 pm EST or PST to take calls




• Collaborate with the team to formulate ideas on how to best serve our clients




• Collaborate with the team to ensure smooth transitions from sales process to onboarding.

What you'll accomplish:

• All prospects are properly moved in CRM and information is documented on client details so service staff has proper expectations by EOD




• A close rate of 20% or $200k/month closed maintained




• All qualified prospects are consistently followed up with indefinitely




• Sales tracking sheet is updated M-F




• There is an effective line of communication among the team in which all necessary information is communicated promptly




• Contractor remains well-versed in the latest product offerings through continued education/training

Requirements

Must-have:

• Excellent communicator over the phone / video conference




• Experience selling to Small Business Owners (SMB)




• Open to learning new processes in sales




• Strive to growing rapidly




• Self-sufficient and able to properly manage one’s own time




• Well-organized and able to maintain a pipeline that can be observed and understood by the Sales Leader

Nice-to-have:

• Tax experience is highly preferred, but not required.

Our Vision & Values: Vision:

To make valuable tax and accounting education and services available to everyone.

Non-Negotiable Values:

1) Fun Tax Energy (FTE)

• Bring Positive Energy – Approach your work with focus and enthusiasm knowing that your energy is contagious.




• Operational Excellence - Do great work because we care about being the best. We take pride in the details, raise the standard, and treat excellence as part of the job.

2) Speed Drives Results

• End of Day Mentality - Move with urgency. We do not let work sit when it can be finished, advanced, clarified, or unblocked today.




• Grow Through Action – Pursue learning, skill-building, and progress by doing. Ask questions to learn not just what to do, but why it matters.

3) Own the Outcome

• Resourceful Problem-Solving – We do not stop at the first obstacle. We ask better questions, find the right resources, and keep moving until the problem is solved.




• Fierce Independence – Follow through on what you say you will do and take responsibility for outcomes under your control.




• Communicate Early and Clearly – We share status, raise issues early, and make sure the next step is clear before confusion becomes a problem.

Equal Opportunity Employer:

DiLucci CPA Firm is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law.

Accommodation Assistance:

DiLucci is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact