Account Advisor - Tax & Accounting

Our Company

ProSites provides digital marketing technology and services to community-based professionals in verticals such as the dental, medical, veterinary, accounting, and legal industries. Across the ProSites, CPA Site Solutions, and PracticeMojo brands, we make it easy for these small businesses to maintain a web presence, attract new customers through digital marketing channels, and communicate with existing customers across the web, texting, chat, and email. 

The Role

This role will work exclusively with tax and account professionals who are current clients of CPA Site Solutions. The Account Advisor is a core member of the Go-To Market team responsible for helping our existing clients meet their goals by continually educating them on problems that can be solved by our products or services. The Advisor’s primary focus is to partner with our clients to foster an understanding of current client needs and buying trends, then actualizing this data in the form of closing sales. This includes cross-selling value adding services like SEO, add-on products (mobile, social, design), as well as upgrading client to higher platforms to ensure they are maximizing the best results from the ProSites portfolio of products.

This is a quota-carrying position within the sales team at ProSites.   Consistent, regular outbound calling into our client base is required for success within this position.

Essential Duties

• Serve as a partner to CPA Site Solutions clients by building relationships with clients for long-term growth of accounts and success.
• Ensure monthly, quarterly, and yearly individual sales quotas are exceeded by selling SEO and add-on products to current client
• Record daily sales activities within our CRM (Salesforce) appropriately to monitor client engagement, sales funnel development, qualify prospects, build pipeline, and capture key data points to enable accurate sales reporting.
• Conduct in-depth needs assessments of current clients, emphasizing features that clients express a need in or that align with their desired business goals.
• Educate current clients on how to successfully integrate the Internet into their Marketing efforts 
• Demonstrate SEO and add-on features to current database of client
• Attend exhibitor booths at various tradeshows as needed.

Key Skills, Knowledge and Qualifications:

• Minimum of 4 years of successful quota-carrying technology-based sales (B2B preferred)
• Proven track record showing ability to build strong relationships with clients 
• Ability to provide clear and comprehensive written documentation using MS Office
• Applications and CRM System (e.g. Salesforce.com, HubSpot, MS Dynamics, NetSuite) experience
• General understanding of and sufficient level of comfort with internet technology, SEO, web marketing, and practice management.
• Must be able to balance customer service approach with sales approach

• Persistent and able to handle rejection

Benefits:

• A competitive compensation package including uncapped commission paid monthly for fully ramped team members
• Excellent benefits package that includes a 401K match, medical, dental, vision, college savings opportunity plan, more
• Company Events
• Generous vacation (3 Weeks) and paid holidays
• Continuous innovative and educational events

The team at ProSites are passionate about their work and are driven by innovation. Our work environment is equal parts casual and professional. We’re serious about our business and delivering the best service to our members, but we also make it a priority to keep things fun and exciting. Join the ProSites team, where innovation is the goal, hard work is expected, and creativity is rewarded.