Taxation Outreach Specialist

hace 2 meses


San José, San José, Costa Rica Business Financial Group A tiempo completo
Job Title: Taxation Outreach Specialist

At Business Financial Group, we are seeking a highly motivated and results-driven Taxation Outreach Specialist to join our team. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities in the accounting and tax services market.

Key Responsibilities:
  • Outbound Calling: Conduct targeted cold calls to potential clients to introduce them to our accounting and tax services, building rapport and understanding their taxation concerns.
  • Appointment Scheduling: Arrange meetings with senior sales representatives to discuss our services further, collecting relevant details to tailor our services to meet client needs.
  • Data Management: Maintain accurate records of calls, leads, and follow-up activities using Zoho CRM software.
  • Collaboration: Work closely with the sales and marketing teams to provide feedback on customer responses and optimize call strategies.
  • Follow-up: Conduct follow-up calls with prospects who have shown interest but have yet to commit, ensuring timely responses to inquiries.
  • Target Achievement: Meet or exceed weekly and monthly cold calling and lead generation targets.
Requirements and Qualifications:
  • High school or equivalent certification with a minimum of two years of college.
  • Excellent communication skills in American English (both written and verbal).
  • At least two years of experience in cold calling, telemarketing, or a similar sales role, preferably in the financial or taxation industry.
  • Familiarity with customer relationship management (CRM) systems for tracking leads and follow-up activities.
  • Strong ability to build rapport over the phone and engage with various clients.
  • Results-driven with a strong focus on achieving sales goals and generating qualified leads.
Benefits:
  • Competitive salary with performance-based incentives.
  • Opportunities for career growth and advancement within the company.
  • Work-life balance with a 5-day workweek policy.


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