Now Hiring - WeDoBooks - a Scottsdale CPA Firm - Professional Services Client Relationship Manager in Wickenburg, AZ

Full description of the position

Why WeDoBooks?

Join us and help us change the accounting industry. See how you can earn over six figures simply by meeting with new business owners every day, learning about their businesses and their needs, and showing them how you can help them grow their business or help take some of their stress away with our customized, tech-savvy Triple Team Advantage system that’s setting us apart from everyone else in the industry! Whether it’s a new business who needs some basic bookkeeping or an established enterprise looking for an all-inclusive package with bookkeeping, bill collections and payments, invoicing, payroll, tax returns, financial analysis or even the owners’ personal tax work, we strive to deliver "The Ultimate Accounting Experience" every single time.

How do I get started?

Simple. Here’s how it works. You log into our state-of-the-art lead management system every morning from your smartphone to find new appointments waiting for you. Show up to these appointments and consult with business owners that are expecting you (of course, you've gone through our comprehensive training program by this point, along with ongoing monthly training sessions). Help them learn about options they have with us that they never knew about. Sign them up and get paid! Earn recurring monthly income for as long as the clients you signed up are still active with us!

Even if you are currently in a B2B sales environment, you have the option of joining our team to offer our services and build an additional recurring monthly income!

Here are just some of the benefits:

• Pre-set warm lead appointments in your area.
• Full, in-house training on our service offerings, client benefits, and easy-to-use package pricing calculator.
• Ability to work remotely under flexible schedule with limited weekly check-ins to your assigned home office.
• Highly competitive performance-based plan with residual structure. Earn recurring monthly income.

Primary Responsibilities:

• Obtain new clients in your territory
• Manage new and existing clients in your assigned territory
• Consistent communication with existing clients to build and maintain relationships, including monthly client visits and follow-up calls
• Understand client needs and customize a solution, based on ongoing enhancement of product knowledge in the accounting field
• Work with your assigned Lead Generator to set new appointments
• Manage databases via phone, email, and social media to prospect new clients and appointments
• Canvassing local businesses in your assigned territory for new clients and appointments as necessary

Qualifications:

• Proven ability to close in a B2B sales-oriented environment
• Well-organized and well-planned self-starter
• Confident, creative problem solver
• Team player and good at networking
• High ethical and professional standards
• Experience with Microsoft Word, Excel, PowerPoint, and Outlook
• Bachelor's Degree preferred, but not required

Compensation:

• Base pay
• + Bonus pay for every closed deal
• + Monthly recurring revenue as long as both you and the client is maintained by our company.
• + Benefits

If you are ready to help us disrupt this industry and set yourself apart from the competition, please submit your resume here. Learn more about us at [please apply online] Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Schedule:

• 8 hour shift

Work Location: Hybrid remote in Wickenburg, AZ 85390