The Associate Sales Executive will help small business owners match their needs to the right products and services offered by Block Advisors by H&R Block. Many small business owners find tax, bookkeeping, and payroll very complex and cumbersome and it’s our purpose to provide help so they can focus on what they love doing.

Job Summary:
In this role, the Associate Sales Executive will identify potential clients through consults with prospects to identify which business services will solve their business challenges, create sales opportunities, and ultimately sell those services to new and existing clients. As a Small Business, Sales Executive, you will be a critical part of a brand-new inside sales team that’s helping deliver transformational growth for the organization.

Duties and Responsibilities:You will drive the adoption of our service offerings to interested small business ownersYou own your pipeline of leads and everything about them. Your sales are our growth. You will nurture leads beyond consultation where necessary, keeping the sales funnel robust, prioritized, and growingRecord all account, contact, and sales activities in CRM in a timely mannerMeet or exceed agreed-upon sales activity and sales targetsCommunicate regularly with sales management on progressConsistently provide an accurate monthly forecast to sales managementEstablish customer relationships that enable you to be viewed as a trusted advisorWork closely with Account Managers to support effective new client onboarding