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Seasonal Inside Sales Representative

Role overview

Summary

This role is for a seasonal Inside Sales Representative at Heard, focused on closing new customers during the busy sales season from December through February. You will work closely with the Senior Sales Manager and other ISRs to manage a high volume of inbound leads and maintain an active sales pipeline.

Qualifications

  • 2-3 years of full-funnel sales experience, closing high volumes of smaller deals.
  • Comfortable carrying a monthly quota and working at a fast pace.
  • Organized, with the discipline to manage a busy pipeline and log everything accurately.
  • AI and tech savvy, quick to pick up new tools.
  • Comfortable in HubSpot or a similar CRM.

Responsibilities

  • Run consults with inbound leads and close new customers, owning each deal from first conversation to signed.
  • Carry a monthly quota, with December as a ramp month.
  • Follow up persistently after consults until leads make a decision.
  • Call booked leads ahead of their consults to confirm the time and answer questions.

Key facts

Hard skills

Other skills

  • Consulting
  • Communication
  • Technical Acumen

About the company

Heard logo

Heard

  • Accounting, Audit & Tax
  • 11–50
Heard is an all-in-one financial solution for therapists that combines software and human support to handle bookkeeping, taxes, payroll and more.

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Job description

Heard is the financial platform for therapists and mental health practitioners in private practice. We handle bookkeeping, taxes, and payroll so clinicians can get important time back for themselves.
Heard's busy season runs from November through February, and our sales team is booked solid with live consults. We're hiring a seasonal Inside Sales Representative (ISR) to carry a quota and close new customers from December through February.    We're looking for a high-velocity closer who thrives on a fast pipeline of smaller deals. You'll report to the Senior Sales Manager and work alongside our other ISRs, running consults with inbound leads, closing high volumes of deals, and keeping your pipeline moving at a fast pace.
What you'll do
  • Consults and closing. Run consults with inbound leads and close new customers, owning each deal from first conversation to signed.
  • Quota. Carry a monthly quota, with December as a ramp month.
  • Follow-up. Follow up persistently after consults until leads make a decision.
  • No-show prevention. Call booked leads ahead of their consults to confirm the time and answer questions.
  • Speed to lead. Respond quickly to new leads so no one sits waiting.
  • HubSpot. Follow up on time and update the CRM daily so every lead's status is current.
  • Team. Work closely with the Senior Sales Manager and other ISRs, and share what you hear from prospects.

What we're looking for
  • 2-3 years of full-funnel sales experience, closing high volumes of smaller deals
  • Comfortable carrying a monthly quota and working at a fast pace
  • Organized, with the discipline to manage a busy pipeline and log everything accurately
  • AI and tech savvy, quick to pick up new tools
  • Comfortable in HubSpot or a similar CRM
  • Clear, natural communication on the phone and in writing, including the ability to explain taxes and bookkeeping simply to someone who didn't go into private practice to think about either
  • Able to ramp quickly and make good calls without a lot of hand-holding
  • Nice to have: financial or SaaS sales background

Salary: 3000 - 3500 USD per month

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