Senior Inside Sales Representative, Software Solution Sales *Hybrid*
Core
Drive profitable sales growth for CCH Small Firm Services tax and accounting software solutions to new customers within a designated territory.
Role type
Senior Inside Sales Representative (B2B SaaS)
Builds
Tax and accounting software solutions for retail tax businesses
Domain
Financial Services / Tax Software
Deliverable
product features
Required skills
B2B inside sales, account/relationship management, consultative selling, cold calling, pipeline management, Salesforce proficiency, sales forecasting, solution-based selling, quota management
Preferred skills
Tax industry acumen, accounting industry software sales experience, formalized sales training (e.g., Challenger, Miller Heiman)
Technologies
Salesforce
Responsibilities
Manage defined geographic or vertical territory and execute sales plans; Build and maintain a robust sales pipeline; Meet daily outbound call/email activity targets; Conduct needs assessments and present tailored product demonstrations; Deliver accurate weekly and monthly sales forecasts; Proactively identify and qualify new opportunities via cold calling and data mining; Coordinate with onboarding and support teams for post-sale experience.
Seniority
Senior, hands-on IC