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
Sales 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
• 100% Remote role within proximity to Toronto, Calgary, Vancouver • Identify and research potential leads through various channels, including social media, industry events, and referrals. • Conduct outreach to prospects via phone, email, and social media to introduce our accounting software solutions and generate interest. • Assess and qualify leads based on predefined criteria to ensure they align with our target customer profile. • Schedule meetings and demos for the sales team with qualified prospects to drive the sales process forward. • Maintain accurate records of interactions and activities in our CRM system to track progress and follow up effectively. • Work closely with the sales and marketing teams to align strategies and share insights on lead generation and market trends. • Provide feedback to the product and marketing teams based on prospect interactions and market observations.
🎯 Requirements
• Bachelor’s degree in Business, Marketing, or a related field preferred. • 1-2 years of experience in sales, business development, or a related role; experience in accounting software or financial services industry is a plus. • Strong communication and interpersonal skills, with a focus on building relationships. • Self-motivated and results-oriented, with a desire to exceed targets and drive success. • Basic understanding of accounting principles and financial software solutions is preferred. • Proficiency in Hubspot, Linkedin sales navigator, Openphone and Gong.
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