Now Hiring - TaxRise - Financial Services Sales Training and Performance Manager in Irvine, CA

Full description of the position

INTRO TO TAXRISE:

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do.

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team thats reshaping the future of tax resolution.

ABOUT THE ROLE:
The Sales Training Specialist is responsible for developing and delivering an engaging sales training program educating new team members on the various tax resolution programs available under the IRS Fresh Start Program, familiarizing them with the consultation process, and how to enroll new clients. This position actively searches, creatively designs, and implements effective methods to educate and enhance sales performance. This role is for a strong team player who loves bringing ideas to the table, shares best practices, has a passion for developing others and possesses an engaging and energetic presence in the training room and salesfloor.

WHAT YOULL DO:

• Develop comprehensive training materials and resources on different types of tax resolution programs offered under the IRS Fresh Start Program.
• Conduct engaging and interactive training sessions for new employees to ensure they have a thorough understanding of tax resolution strategies, processes, and compliance requirements.
• Conduct training sessions utilizing a combination of learning methods such as in-classroom, hands-on system walkthroughs, job shadowing, and role playing.
• Conduct engaging and interactive training sessions for new employees to ensure they have a thorough understanding of tax resolution strategies, processes, and compliance requirements.
• Provide hands-on training to new employees utilizing Salesforce for interview intake procedures, including client data entry, properly entering consultation notes in Salesforce, uploading documentation and executing signed agreements.
• Coach new employees on effectively utilizing sales techniques, ethical selling practices, and leveraging scripts to enroll new clients.
• Collaborate with sales management to customize training programs based on evolving business needs and sales goals.
• Monitor and evaluate the performance of trainees, providing constructive feedback and support to facilitate their professional development.
• Provide regular updates to leadership regarding progress of newly hired employees receiving training.
• Become a subject matter expert (SME) in all sales procedures to support the entire operations of the team, serving as a go-to resource for clarifications, guidance, and best practices for new team members.
• Provide ongoing support and resources to employees, including refresher courses, skill development workshops, and access to learning materials.
• Manage workload by setting priorities, allocating resources, and overcoming challenges to ensure delivery on time and on budget.
• Other duties and responsibilities as assigned by management.

WHAT YOULL NEED TO HAVE:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

• Proficient experience in various CRM systems such as Salesforce.
• Knowledge of adult learning principles and training methods.
• Ability to motivate, engage and develop new team members into sales professionals.
• Ability to build trusting relationships and influenced at senior levels.
• Ability to balance competing priorities in a fast-paced working environment.
• Ability to relate your work with business outcomes and how work aligns across business functions.
• Excellent written and oral communication skills, including presentation and facilitation skills and the ability to effectively communicate with employees of all levels.
• Detail orientated and commitment to a high degree of accuracy.
• Comfortable working in a high-energy, quickly changing, and demanding environment.
• Have a high level of interpersonal skills, emotional intelligence, and be trustworthy to a broad range of stakeholders.
• Motivated self-starter with a passion for coaching and developing others.
• Proficient Microsoft Office Suites, Google Gmail, Calendar and internal communication software.
• Minimum 5 years experience delivering sales training, preferably in financial services, consumer lending or tax industry.

We understand potential comes in many forms. Even if you dont check every box, we still encourage you to apply; we consider all qualified candidates.

WHAT WE OFFER:

• Medical, Dental, Vision and other auxiliary benefits after 60 days
• 401(k) retirement
• Professional Development Program
• Catered meals every Friday
• Quarterly company outings
• Fun, energetic and inclusive culture
• On-site gym
• Access to game room

SALARY: $80,000 - $90,000 annual salary

The above-range represents TaxRises current good-faith pay scale for this role. TaxRise reserves the right to modify or update this range at any time.

At TaxRise, were proud to be an equal opportunity employer. We realize the key to creating a company with world-class culture and employee experience comes from who we hire and creating a workplace that celebrates everyone.

We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

Job Type: Full-time

Pay: $80,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: In person