The tax and accounting professions are changing rapidly, requiring professionals to have greater mobility, simplicity, and speed. This necessitates access to agile systems and integrated workflow solutions to meet evolving needs and expectations.
Requirements
- Proficiency using online presentation tools (MS Teams, WebEx, ZoomInfo etc.)
- Basic technical skills and working knowledge of PC operation and components
- Proficiency with Salesforce.com or other comparable CRM application
- Formalized sales training (e.g., Holden, Complex Sale, Solutions Selling, Miller Heiman, The Challenger Sales Module)
Responsibilities
- Develop and maintain knowledge of complete portfolio of assigned products, and general knowledge of all TAA NA software offerings
- Maintain general knowledge of competitive solutions
- Apply sales process and methods to present solutions to prospects, overcome objections and use selling techniques to close sales
- Document all activity in CRM application
- Maintain accurate forecasting and current status of pipeline within CRM
- Assess pipeline and reprioritize sales activity as necessary to ensure monthly quotas can be met
- Engage Solutions Design to provide pre-sales support for demos and technical questions
Other
- This is a hybrid role requiring working from our Coppell, TX office on a weekly basis
- Achieve/exceed assigned sales targets
- Meet/exceed weekly activity metrics
- Build and foster ongoing relationships with prospects (and customers) to add value and advance sales
- Promote value proposition of TAA NA
