Inbound Sales Representative, US expat tax
Core
Inbound sales representative guiding prospective clients through initial engagement, from first inquiry to signed engagement letter and payment collection for U.S. expat tax services.
Role type
Inbound sales representative
Builds
Client engagements and revenue for U.S. expat tax services
Domain
Finance / Tax / Global Mobility
Deliverable
client delivery
Required skills
Inbound sales, consultative selling, objection handling, closing, CRM management, English communication
Preferred skills
U.S. tax knowledge, accounting or financial services experience
Technologies
HubSpot, AirCall, Calendly, Intercom, Slack
Responsibilities
Manage inbound leads from first contact through payment collection, Conduct phone consultations, Explain services and pricing, Coordinate with CPAs for service scoping, Guide clients through engagement letter signing, Handle objections and pricing questions, Secure payment and maintain deal records, Identify upsell opportunities, Meet monthly revenue targets