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Business Development Executive

2 months ago

Folsom, United States Jobot Full time
Job Overview

We are seeking a highly skilled Sales Professional to join our team as a Tax and Incentives Expert. As a key member of our sales team, you will be responsible for identifying and generating new business opportunities through networking, research, and outreach.

Key Responsibilities
  • Develop and maintain strong relationships with prospective and existing clients and CPA firms.
  • Mine existing and prospective clients for referral business and new service line sales.
  • Develop and present proposals/presentations to increase customer interest and understanding of our service lines.
  • Maintain detailed records of sales activities and client interactions in CRM systems.
  • Meet or exceed sales targets.
What We Offer
  • Competitive compensation and benefit packages, including medical, dental, and vision, life insurance, short-term disability, identity protection, and 401(k) retirement plan (up to 4% match).
  • Paid vacation.
  • 8 paid holidays and a week between 12/26-1/2 off with pay.
  • 12 weeks paid maternity leave/2 weeks paid paternity leave.
  • Laptop, cell phone, company credit card, and Salesforce CRM provided.
About Us

We are a top Financial firm based in California, recognized as one of the best companies to work for in 2024. Our practice is built on the foundation that our people mean more to us than anything else. We prioritize work-life balance, promoting personal health, well-being, and family life. Our team is close-knit and collaborative, with opportunities for continued growth, development, and recognition.