Associate Sales Executive

Summary: H&R Block is a leader in tax preparation and financial services, seeking an Associate Sales Executive to join their inside sales team. The role involves identifying potential clients, driving service adoption, managing sales pipelines, and building customer relationships to support the company's growth. Responsibilities: - Drive the adoption of our service offerings to interested small business owners - Own your pipeline of leads and everything about them. Your sales are our growth. You will nurture leads beyond consultation where necessary, keeping the sales funnel robust, prioritized, and growing - Record all account, contact, and sales activities in CRM in a timely manner - Meet or exceed agreed-upon sales activity and sales targets - Communicate regularly with sales management on progress - Provide a consistent and accurate monthly forecast to sales management - Establish customer relationships that enable you to be viewed as a trusted advisor - Work closely with Account Managers to support effective new client onboarding Required Qualifications: - High school diploma or equivalent - Effective time management and organization skills with the ability to handle multiple priorities - Experience in a B2B customer-facing role with a track record of high performance - Familiar With Managing A Lead Or Sales Pipeline - Oral, written, and interpersonal communication skills - Previous experience as an account or client manager, SDR, BDR, or Inside Sales Representative - Punctual and accountable - Resourcefulness, proactively leveraging available resources and knowing when to ask for help - Solid experience with CRM Software (E.G. Salesforce Or Other) - Strong listening, negotiation, and presentation ability as sales are completed remotely with prospects across the country Preferred Qualifications: - Bachelor's degree in a related field or equivalent through a combination of education and related work experience - Experience owning the full sales cycle from prospecting to close - Knowledge or familiarity with bookkeeping, payroll, or accounting - Work experience with small businesses - Experience with sales engagement and dialing/call coaching platforms Required Skills: B2B sales experience, CRM software proficiency, Sales pipeline management Important Skills: Time management skills Nice-to-Have Skills: Resourcefulness, Account management experience, small businesses, Negotiation skills Benefits: Medical and prescription drug coverage, H&R Block Retirement Savings Plan (401(k) Plan), Employee Assistance Program, (virtual) fitness center programs, Associate discount program, Business Travel Accident Insurance, Associate Tax Prep benefit