Sales Representative

About the job

Omega Accounting Solutions is a multi-faceted professional services firm that empowers small and mid-sized businesses to make informed decisions through the application of advanced analytics, business intelligence, and industry knowledge. We work with business owners and leadership teams to plan for and build operational strength and financial health.

Why clients love us: We treat their businesses as if it were our own, building long-term partnerships between our staff and clients. We are invested in helping them outperform expectations.

Why employees love us: Our culture is vibrant, and we value our employees' work-life balance and personal growth above all else. Our core values include Accuracy, Honesty, Efficiency, Transparency, and Integrity. If you possess these values, then you would be a great fit for Omega!

Omega Accounting Solutions has been awarded a Top Workplaces Honor by the Orange County Register for three consecutive years, spanning from 2021 to 2023, and made the Los Angeles Times' Top Rated Workplaces in Southern California. We were also recently ranked #35 in Inc. Magazine's annual list of the Pacific Region's fastest growing private companies!

Omega Accounting Solutions is seeking a proactive and results-oriented Sales Representative to join our team focused on selling our comprehensive accounting and tax incentive services. Please note: This position is fully on-site.

WHAT YOU WILL DO

• Conduct outbound sales calls and email campaigns to prospective clients in order to generate new opportunities

• Identify client needs and work with leadership to improve tactics targeting small to mid-size businesses

• Educate prospects on the benefits of our tax incentive and accounting services and tailor solutions to meet their specific needs

• Fully understand Omega's products and services and communicate our value proposition, pricing structure, and service offerings to potential clients.

• Collaborate with the sales teams to effectively schedule appointments and transfer prospective clients

• Utilize CRM software to manage leads, track sales activities, and update customer information.

• Meet or exceed monthly and quarterly sales targets and KPIs.

• Provide exceptional customer service and support to existing clients and address any inquiries or concerns they may have.

• Complete other duties at this discretion of management

ABOUT YOU

• Proven track record in sales, preferably in selling accounting or financial services.

• Ability to handle an average of 150 combined outbound calls and emails daily while tracking activity and effectively summarizing client conversations in a CRM

• Ability to engage and communicate with business owners and decision makers for small to mid-market companies

• Ability to identify client needs and present solutions effectively

• Self-motivated with a results-driven mindset and a proactive approach to sales activity

• Ability to work independently as well as part of a collaborative team environment

QUALIFICATIONS

• A Bachelor's Degree in Finance, Economics, similar business-related degree, or equivalent work experience required

• 2+ years experience in a sales or customer services call center environment working in B2B sales

• Previous sales experience in business financial services industries is highly desirable

• Ability to learn and understand sales scripts and cross sell multiple products

• Proven track record of exceeding sales quotas

• Demonstrated proficiency with Microsoft Office, Google Workspace and Sales CRM utilization