Who we are
Fusion CPA is an award-winning outsourced accounting, tax planning strategy, and growth advisory firm headquartered in San Juan, Puerto Rico, with an office in Atlanta, GA. We are a very technologically forward-thinking and growth-minded firm, which extends to our clients and staff. Our clients rely on us to help them stabilize, analyze, and grow their businesses. Because we do a great job of this, we’re growing and are looking to bring on a highly skilled and motivated Sales Assistant/Client Relationship Assistant to join our remote team!
Who you are
A top-tier sales specialist with a passion for inbound sales and expertise in sales in the accounting and tax industry. You're an excellent communicator, eager to convert inbound leads into lasting client relationships will play an extremely vital role within our organization. This person will be the first responder to all incoming client discovery calls, assist with onboarding new clients, and reconnect with clients for professional service quality assurance.
We are looking for someone in a similar role but looking for a home-based/remote opportunity and comfortable working Eastern standard business hours, 8:30 AM - 5:30 PM EST.
Our ideal candidate would be:

• A great communicator, both written and verbal
• Confident, self-motivated, and proactive by nature
• Able to predict and resolve potential issues before they arise
• Comfortable calling clients to garner respect and prompt responses
• Skilled at gently commanding calls and encouraging decision-making
• Pleasant and have a likable personality
• Tech-savvy; experience with Monday.com is a plus

Requirements:

• Bachelor’s in Business Administration, Managerial Science, or Finance
• 3+ years of inbound sales experience, preferably in a CPA or financial advisory firm
• Proficiency in US tax forms and principles, or an understanding thereof
• Strong sales acumen and client management skills

What the role entails
To succeed in this role, you must be someone who enjoys doing all of the essential tasks:

• Convert inbound leads into clients, focusing on US tax services
• Conduct discovery and sales calls via Zoom with professionalism
• Manage client onboarding and relationship-building
• Understand and apply knowledge of US taxation in client interactions

The Fusion CPA Way
We have an unbeatable culture dedicated to developing leaders within our industry. Our vision is to create a financial foundation & culture of accountability wherein CPAs & clients thrive together! We intend to be the CPA firm of the future.
Individuals who exhibit the following characteristics are a great cultural fit for Fusion CPA.
● Attention to Detail
The diligence we show in our work makes the work of the next person clear and clean.
● Customer Service
Understanding that our best clients are our current clients and the referrals they can give us helps us grow.
● Respect
We respect the value of everyone's time and priorities.
● Passionate
We take immense pride in our work and constantly strive to meet and exceed Fusion's expectations.
● Accountable
We hold ourselves independently accountable for the work we are entrusted with
● People
Recognize the need for both emotional stability and the desire for growth. Our people are our most valuable asset & we support them however we can.
If you are still waiting to hear back from us after two weeks of applying, please consider your application unsuccessful.
Job Type: Full-time
Education:

• Bachelor's (Required)

Experience:

• sales calls: 2 years (Required)
• converting inbound leads into clients: 2 years (Required)

Language:

• English (Required)