Financial Solutions Consultant
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Job Summary
Driving revenue growth, the full-time Financial Solutions Consultant will sell innovative financial solutions to small and medium-sized businesses and accounting firms in a remote capacity, managing the entire sales cycle while building strategic partnerships.
Key responsibilities
- Proactively identify, qualify, and close new business opportunities within the SMB and accounting firm sectors
- Conduct continuous market research to stay ahead of industry trends and analyze market data for growth opportunities
- Build and nurture strong, long-term relationships with accounting firms and industry stakeholders to expand market reach
Required qualifications
- Bachelor's degree in Business, Finance, Accounting, or a related field; MBA or advanced degree is a plus
- Proven track record of successful sales experience in financial solutions for the SMB market (3+ years)
- Deep understanding of accounting principles and the challenges faced by SMBs and accounting firms
- Exceptional communication and presentation skills to convey complex concepts effectively
- Proficiency in CRM software (e.g., Salesforce, HubSpot) and sales management tools
Complete Job Description
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