TaxStatus
TaxStatus is the Advice Personalization Engine and IRS Account Monitoring Platform designed for financial professionals and their clients. It provides comprehensive client financials directly from the IRS, analyzing over 3,000 datapoints per taxpayer to offer hyper-personalized insights and advice. With features like real-time IRS notifications, automated client onboarding, and advanced identity verification, TaxStatus aims to streamline financial planning and compliance processes for more efficient and informed decision-making.
Wealth Management • Banking • Accounting • Risk Management • Compliance
Business Development Representative
March 28
TaxStatus
TaxStatus is the Advice Personalization Engine and IRS Account Monitoring Platform designed for financial professionals and their clients. It provides comprehensive client financials directly from the IRS, analyzing over 3,000 datapoints per taxpayer to offer hyper-personalized insights and advice. With features like real-time IRS notifications, automated client onboarding, and advanced identity verification, TaxStatus aims to streamline financial planning and compliance processes for more efficient and informed decision-making.
Wealth Management • Banking • Accounting • Risk Management • Compliance
📋 Description
• Business Development Representative responsible for driving growth in the accounting software sector. • Lead Generation: Identify and qualify new business opportunities. • Client Engagement: Build and maintain relationships with stakeholders. • Sales Strategy: Develop and implement sales strategies. • Product Knowledge: Stay informed about industry trends. • Partnership Development: Identify potential partnerships. • Proposal Development: Prepare compelling proposals and presentations. • Market Analysis: Conduct market research. • Collaboration: Work closely with marketing, product development, and customer support.
🎯 Requirements
• Bachelor’s degree in Business, Finance, or a related field. • 3+ years of experience in business development, sales, or a related role, preferably in the accounting software or financial services industry. • Strong understanding of accounting principles and financial software solutions. • Excellent communication, negotiation, and interpersonal skills. • Proven track record of meeting or exceeding sales targets. • Ability to work independently and as part of a team in a fast-paced environment. • Proficiency in Hubspot, Linkedin sales navigator, Openphone and Gon
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