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Associate Sales Executive

Roles & Responsibilities

  • High school diploma or equivalent.
  • Experience in a B2B customer-facing role with a track record of high performance and familiarity with managing a sales pipeline.
  • Proficiency with CRM software (e.g., Salesforce) and strong oral, written, and interpersonal communication skills.
  • Ability to own the full sales cycle from prospecting to close and manage multiple priorities.

Requirements:

  • Identify potential clients through consultations to determine which services solve their business challenges, create sales opportunities, and sell to new and existing clients.
  • Drive adoption of service offerings to small business owners and own your pipeline, nurturing leads to maintain a robust, growing funnel.
  • Maintain accurate CRM records of accounts, contacts, and sales activities; meet/exceed targets; provide regular progress updates and monthly forecasts.
  • Build trusted advisor relationships and collaborate with Account Managers to onboard new clients.

Job description

Our Company: We 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, contactand 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
Why work for us: Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being.

Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com.

Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. Pay Range Information: The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Pay Range: $21.59 - $32.40/Hr.

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