Associate Sales Executive

About the Role

Title: Associate Sales Executive

Location: USA

Job Description: Our CompanyWe care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!

What you'll do...

In this role, the Associate Sales Executive will identify potential clients through consults with prospects to identify which business services will solve their business challenges, create sales opportunities, and ultimately sell those services to new and existing clients. As a Small Business, Sales Executive, you will be a critical part of a brand-new inside sales team that’s helping deliver transformational growth for the organization.  

Day to day, you'll... 

• Drive the adoption of our service offerings to interested small business owners 

• Own your pipeline of leads and everything about them. Your sales are our growth. You will nurture leads beyond consultation where necessary, keeping the sales funnel robust, prioritized, and growing 

• Record all account, contact, and sales activities in CRM in a timely manner 

• Meet or exceed agreed-upon sales activity and sales targets 

• Communicate regularly with sales management on progress 

• Provide a consistent and accurate monthly forecast to sales management 

• Establish customer relationships that enable you to be viewed as a trusted advisor 

• Work closely with Account Managers to support effective new client onboarding 

What you'll bring to the team...

• High school diploma or equivalent

• Effective time management and organization skills with the ability to handle multiple priorities

• Experience in a B2B customer-facing role with a track record of high performance

• Familiar With Managing A Lead Or Sales Pipeline

• Oral, written, and interpersonal communication skills

• Previous experience as an account or client manager, SDR, BDR, or Inside Sales Representative

• Punctual and accountable

• Resourcefulness, proactively leveraging available resources and knowing when to ask for help

• Solid experience with CRM Software (E.G. Salesforce Or Other)

• Strong listening, negotiation, and presentation ability as sales are completed remotely with prospects across the country

It would be even better if you also had...

• Bachelor’s degree in a related field or equivalent through a combination of education and related work experience

• Experience owning the full sales cycle from prospecting to close

• Knowledge or familiarity with bookkeeping, payroll, or accounting

• Work experience with small businesses

• Experience with sales engagement and dialing/call coaching platforms