Role overview

Qualifications

Proven track record of meeting sales goals and delivering strong solutions for clients
Experience in active sales with a successful record of closing new deals
Strategic thinking regarding market and client needs
Strong relationship-building skills with internal and external stakeholders to drive incremental business

Responsibilities

Prospect, contact, and secure new business accounts through phone calls, in-person visits, and presentations; actively market via tax planning sessions, newsletters, websites, and follow-up calls
Develop clear written proposals and co-branded marketing materials; monitor weekly activity and report on client/prospect needs, problems, interests, and competitive activities
Manage and update all leads/accounts in Zoho CRM per ETS guidelines; generate and progress qualified leads through outbound activity, meetings, and follow-up; participate in trade shows and conventions; employ team-selling when appropriate
Build trusted relationships with clients and decision-makers to drive repeat business and referrals; continuously assess and validate customer growth needs

Key facts

Remote from: Anywhere
Full time
Expert & Leadership (>10 years)
English

Other skills

Professional Networking
Strategic Thinking
Business Acumen
Technical Acumen
Customer Service
Microsoft Word
Microsoft Outlook
Microsoft Excel
Negotiation
Communication
Relationship Building
Time Management
Teamwork
Critical Thinking
Self-Confidence
Social Skills
Emotional Intelligence
Problem Solving

About the company

Engineered Tax Services Inc.

Tax Advisory & Tax Services

Engineered Tax Services, Inc. (ETS) is a licensed engineering firm that focuses on federal, state, and local tax benefits. Founder and CEO, Julio Gonzalez, is an expert in tax reform whose strong presence is helping define our current tax laws. Under Gonzalez's guidance and true insight into how the industry is shaping, Engineered Tax Services is one of the largest, fastest growing, and most innovative engineering, energy, and specialty tax credit services firm in the country. Our unique business model of engineers working collaboratively with accountants and attorneys aligns true subject matter experts with proven methodologies that are pragmatic and sustainable with IRS and multi-state examinations.

Company details

IndustryTax Advisory & Tax Services

Company size201 - 500

Links

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Job description

This is a remote position.

Basic Function:

Achieve maximum sales profitability, growth and account penetration for both new prospects as well as current accounts and earn new business opportunities by offering unique and comprehensive solutions for clients throughout their portfolio. Personally contact and secure new business accounts.

Positions Intention:

A Business Development Director drives the growth and expansion of a company. This role involves identifying new business opportunities, building and maintaining strong relationships both internally and externally.

Principal Responsibilities:

• Maintain professional and technical knowledge by reviewing professional publications,

establishing personal networks, participating in professional societies.

• Make telephone calls and in-person visits and presentations to existing and prospective clients.

• Actively market through tax planning sessions, newsletters, websites and follow up calls.

• Prepare co-op or rebranded marketing material to assist in business development opportunities.

• Develop clear and effective written proposals

• Monitor and report on weekly activity. Reports can include client/prospect needs, problems, interests, competitive

activities, and potential for new services.

• Conduct "team selling" strategies when appropriate.

• Prepare a market analysis to help identify prospective clients.

• Participate in trade shows and conventions.

• Manage and update all leads & accounts in ZOHO (CRM) by following ETS company-wide ZOHO guidelines.

• Consistently generate and progress qualified leads through outbound activity, meetings, and follow-up.

• Move opportunities forward by clearly identifying client needs, supporting proposals, and collaborating on

team-selling efforts.

• Build trusted relationships with clients and decision-makers that drive repeat business and referrals.

• Constantly assess, clarify, and validate customer growth needs on an ongoing basis

Requirements

SKILLS AND QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· Proven track record of hitting sales goals and delivering great solutions for your client base

· Proven experience in active sales & successful track record of closing new deals

· Strategic thinking in respect to the market and client needs

· Strong skills in building relationships and client-orientated attitude

· Excel at building relationships internally and externally to drive incremental business, value, and revenue

· Strong business acumen, as well as technical aptitude

· Strong emotional intelligence and critical thinking

REQUIRED SKILLS: Customer Service, Meeting Sales Goals, Closing Skills, Prospecting Skills, Negotiation, Self-Confidence, Product Knowledge, Presentation Skills, Client Relationships, Motivation for Sales. Interpersonal and soft skills that motivate trust, teamwork and transparency.

Education/ Associate's degree (A.A.) or equivalent from two-year college or technical school; or

Certification: Five (5) to Seven (7) years related experience and/or training; or equivalent combination of education and experience

LANGUAGE SKILLS: Ability to write reports, business correspondence and clearly communicate with clients and internal staff

Ability to effectively present information and respond to questions from managers, clients, customers, and the general public

Reasoning ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Ability to interpret a variety of instructions furnished in written, oral, or schedule form

computer SKILLS: To perform this job successfully, an individual should have knowledge of sales software; Excel; Microsoft Word, Outlook

Benefits

Medical, Dental, Vision, Basic Life, Vol Life, STD, LTD, Accident, Critical Illness, Hospital Indemnity, Pet, FSA, HSA, 401k, PTO, and much more!

Salary: $75,000 - $95,000 base + Commission