WE'RE HIRING CLIENT INTAKE & SALES SPECIALIST

KING OF KINGS MANAGEMENT INC

Atlanta (GA)

On-site

USD 30,000 - 41,000

Full time

5 days ago
Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

401(k)
Free food & snacks
Opportunity for advancement
Paid time off
Training & development

Job summary

King of Kings Management Inc. is seeking a Client Intake & Sales Specialist to join our Atlanta office. This full-time, in-office role focuses on building relationships, converting qualified leads into long-term client engagements, and delivering a superior client experience.

The position requires proactive outreach, discovery calls, and CRM-driven pipeline management. Competitive hourly pay is based on experience, with opportunities for advancement within a growing team.

Qualifications

  • At least 2 years in sales, client intake, or account management.
  • Excellent communication and relationship-building skills.
  • Experience with CRM (GoHighLevel, HubSpot, or Salesforce) preferred.
  • Highly organized with strong follow-up discipline.
  • Familiarity with professional services is a plus.

Responsibilities

  • Serve as the first point of contact for prospective clients by phone, email, referrals, and inquiries.
  • Conduct initial discovery calls to understand client needs.
  • Qualify leads for tax planning, accounting, bookkeeping, and Fractional CFO services.
  • Schedule consultations with our tax strategists and advisory team.
  • Follow up consistently with prospective clients and outstanding proposals.
  • Assist with service proposals, engagement agreements, and client onboarding.
  • Manage and update the sales pipeline using our CRM.
  • Track qualified leads, consultations, show rates, and conversions.
  • Deliver an exceptional, professional client experience.

Skills

Communication
Relationship-building
Consultative sales
Organization / detail-oriented
Sales performance awareness

Tools

GoHighLevel
HubSpot
Salesforce

Job description

Benefits:
  • 401(k)
  • Free food & snacks
  • Opportunity for advancement
  • Paid time off
  • Training & development

Location: Atlanta, GA - Atlanta Office

Position: Full-Time | In-Office

Compensation: Competitive hourly pay, based on experience

We are seeking a highly motivated, professional, and results-driven Client Intake & Sales Specialist to join our growing team at our Atlanta office.

This position is ideal for someone who enjoys building relationships, communicating with business owners, and converting qualified leads into long-term client engagements.

Key Responsibilities
  • Serve as the first point of contact for prospective clients through phone calls, emails, referrals, and marketing inquiries.
  • Conduct initial discovery calls to understand prospective clients' needs.
  • Qualify leads for tax planning, accounting, bookkeeping, and Fractional CFO services.
  • Schedule consultations with our tax strategists and advisory team.
  • Follow up consistently with prospective clients and outstanding proposals.
  • Assist with service proposals, engagement agreements, and client onboarding.
  • Manage and update the sales pipeline using our CRM.
  • Track qualified leads, scheduled consultations, show rates, and conversion rates.
  • Deliver an exceptional, professional client experience.
Qualifications
  • Minimum 2 years of experience in sales, client intake, customer service, or account management preferred.
  • Strong communication, relationship-building, and consultative sales skills.
  • Experience with CRM systems such as GoHighLevel, HubSpot, or Salesforce preferred.
  • Highly organized, detail-oriented, and disciplined with follow-ups.
  • Comfortable working with sales goals and performance expectations.
  • Experience in professional services, accounting, legal, or financial services is a plus.
Our Culture & Expectations

At King of Kings, we value teamwork, integrity, accountability, excellence, and continuous improvement.

We are looking for someone who takes initiative, communicates openly, follows through on commitments, and maintains exceptional professional standards.

Our ideal candidate is self-driven, coachable, results-oriented, and seeking a long-term career with opportunities for growth.

Schedule
  • Monday through Friday, full-time.
  • Position is based at our Atlanta office.
  • Weekend availability required during peak tax season based on business needs.

King of Kings Business & Tax Advisory is an equal opportunity employer.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Client Intake & Sales Specialist — Tax Advisory Growth
Client Intake & Sales Specialist — Tax Advisory Growth

KING OF KINGS MANAGEMENT INC • Atlanta (GA)

On-site
USD 30,000 - 41,000
401(k)
Free food & snacks
Opportunity for advancement
+2
WE'RE HIRING BILINGUAL ACCOUNTING ASSISTANT ENGLISH & SPANISH
WE'RE HIRING BILINGUAL ACCOUNTING ASSISTANT ENGLISH & SPANISH

KING OF KINGS MANAGEMENT INC • Atlanta (GA)

On-site
USD 25,000 - 30,000
WE'RE HIRING TAX PLANNING ASSISTANT
WE'RE HIRING TAX PLANNING ASSISTANT

KING OF KINGS MANAGEMENT INC • Atlanta (GA)

On-site
USD 52,000 - 64,000
WERE HIRING TAX PLANNING ASSISTANT
WERE HIRING TAX PLANNING ASSISTANT

KING OF KINGS MANAGEMENT INC • Atlanta (GA)

On-site
USD 45,000 - 65,000
CPA Tax Manager
CPA Tax Manager

KING OF KINGS MANAGEMENT INC • Atlanta (GA)

On-site
USD 120,000 - 180,000
401(k)
Paid time off
401(k) matching
+8
CPA Tax Manager
CPA Tax Manager

King of Kings Business & Tax Advisory Firm • Brookhaven (GA)

On-site
USD 90,000 - 115,000
Sales Support Associate - Atlanta, GA
Sales Support Associate - Atlanta, GA

KBKG LLC • Atlanta (GA)

Hybrid
USD 52,000 - 70,000
Senior Tax Accountant / Tax Supervisor
Senior Tax Accountant / Tax Supervisor

NorthPoint Search Group • Atlanta (GA)

Hybrid
USD 95,000 - 120,000
Financial Advisor - Atlanta (67424)
Financial Advisor - Atlanta (67424)

49 Financial • Atlanta (GA)

On-site
USD 42,000 - 78,000
Medical coverage
Dental coverage
Vision coverage
+7
Administrative Assistant
Administrative Assistant

Geeslin-Group • Peachtree City (GA)

On-site
USD 42,000 - 48,000
Health Insurance
Generous PTO
11 paid holidays
+5