About this role
Responsibilities
- Proactively reach out to prospective clients and build a healthy pipeline of qualified opportunities.
- Identify decision-makers within target accounts and guide prospects through each stage of the sales process.
- Deliver clear, compelling presentations of Manay CPA services to prospective clients and partners.
- Maintain accurate, up-to-date records of prospects and client interactions in our CRM.
- Work closely with the marketing team to support campaigns and outreach that resonate with our target audience.
- Build and maintain strong relationships with clients, answering questions, resolving issues, and identifying opportunities to expand our services.
- Learn our services and systems in depth, and explain their features and benefits with confidence.
- Track your own sales activity and progress toward goals, sharing insights and feedback with the team.
- Collaborate with colleagues across departments to ensure a smooth client experience from first contact onward.
- Represent Manay CPA at client visits and industry events.
- Perform other related duties as required.
Qualifications
- Minimum 1 year of experience in sales, business development, or client-facing roles, ideally with a record of meeting or exceeding targets.
- Experience in accounting, tax, financial services, or another professional services industry is a plus. If no experience, the ideal candidate will be willing to learn these technical concepts.
- Strong verbal and written communication skills.
- Spanish fluency is a big plus for our client base. Fluency in additional languages is also a strong plus.
- Comfort with outreach and building new relationships.
- Organized, detail-oriented, and able to juggle multiple priorities.
- Self-starter mindset, with the curiosity to learn and the initiative to take ownership.
- Ability to collaborate across teams with a client-first attitude.
- Experience with a CRM platform is a plus.
- Willingness to travel as needed.
Our Benefits
- Competitive salary based on experience plus performance-based bonus
- Medical, dental, and vision insurance
- Life insurance
- 401K plus company match
- Great international work environment
- Excellent ongoing training
- Paid vacation and holidays
- Growth opportunities