Lead Sales Representative

Company Description Magnolia Tax Services is a virtual tax firm specializing in tax preparation, planning, representation, bookkeeping, and small business funding. Our focus is on individuals and small businesses, offering expertise to maximize tax savings for our clients from anywhere in the world. We operate fully remotely with a global team and a growing pipeline of warm leads from our existing client base, referrals, and inbound inquiries.

Role Description The Lead Sales Representative is a full-time remote role responsible for driving new client acquisition and nurturing existing client relationships for Magnolia Tax Services. This role includes qualifying leads, conducting virtual consultations to understand client needs, and presenting appropriate tax, bookkeeping, and funding services. The Lead Sales Representative will manage a sales pipeline, prepare proposals, follow up on inquiries, and close sales while maintaining accurate records in the CRM system. They will collaborate closely with tax and bookkeeping professionals to align service offerings with client goals, contribute to sales strategies and campaigns, and provide feedback on market trends. The position also involves meeting or exceeding revenue targets, ensuring a positive client experience, and representing the firm in virtual networking events or webinars.

Qualifications

• Strong consultative selling skills, including lead qualification, needs assessment, and closing techniques.
• Experience managing a sales pipeline and working with CRM tools to track prospects and client interactions.
• Excellent communication skills, including clear virtual presentation abilities and professional email and phone etiquette.
• Solid understanding of professional services sales; familiarity with tax, accounting, or financial services is highly beneficial.
• Proven ability to work independently in a remote environment, manage time effectively, and meet performance targets.
• Comfort with virtual collaboration tools and basic proficiency in office productivity software.
• Prior experience in a lead or senior sales role, with a track record of meeting or exceeding revenue or conversion goals.
• Associate or bachelor’s degree in business, marketing, finance, or a related field, or equivalent practical experience.
• 5+ years of sales experience with proven closing responsibility, phone or video based
• Self-managed and disciplined in a fully remote, low-supervision environment
• Coachable, honest, and direct in communication