Address
Form of workOUR MISSION
Tax Guard is revolutionizing how tax information is used by businesses to empower their confident decision making. We are looking for a passionate individual who will not only contribute and grow with our culture of innovation, but share our commitment to the pursuit of success by way of embracing trust, diversity, and integrity in every step.
THE ROLE YOU WILL PLAY
- Maintains and nurtures existing client relationships for an assigned number of accounts.
- Functions as liaison between client/prospect companies and operations staff.
- Negotiates contracts and work agreements.
- Generates weekly, monthly and quarterly reports, tracking work as specified by manager.
- Maintain all sales, and account activities in salesforce.
- Participates in important business/trade events that impact business unit.
- Possesses and/or learns thorough knowledge of tax and financial services industry as well as the solution that serve that market.
- Possesses and/or learns thorough knowledge of competition, and knowledge of prevalent industry and business climate within the region.
- Possesses excellent organizational, problem resolution, consultative sales, verbal and written communication skills.
- Promotes company endorsed programs and services within assigned territory.
- Performs other related duties as assigned by management.
- EXPERIENCE/FORMAL TRAINING
- Bachelor's degree (B.A./B.S.) in related field or equivalent
- Prefer a minimum of two years sales "farming" experience.
- Prefer a minimum of two years experience selling data or SaaS solutions.
- Minimum experience of two years selling to customers in a B2B environment.
- Experience in and understanding of the financial services industry.
- Strong organizational, problem-solving, and analytical skills
- Ability to manage priorities and workflow
- Acute attention to detail
- Proven ability to handle multiple projects and meet deadlines
- Strong interpersonal skills.
- Ability to deal effectively with a variety of individuals at all organizational levels.
- Good judgment with the ability to make timely and sound decisions
- Ability to communicate professionally and effectively in person, on the phone, electronically, or through other means to individuals and groups.
COMPETENCIES:
- Problem Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
- Interpersonal Skills--Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
- Oral Communication--Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
- Written Communication--Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
- Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
- Business Acumen--Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
- Strategic Thinking--Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.
