Sales and Client Relations Professional

4 days ago


Lakewood, Washington, United States XIT CPAs Full time
About the Opportunity

XIT CPAs is an elite CPA firm focused on wealth and tax strategy development, implementation, and maintenance for business owners, real estate investors, and entrepreneurs.

We're seeking a Business Development Representative to join our team, driving revenue growth and fostering long-term client relationships.

Main Responsibilities:

  • Client Relationship Management: Build and maintain strong relationships with existing clients, identifying opportunities for upselling and cross-selling.
  • Sales Targets: Meet or exceed sales targets, prioritizing new business acquisition and maximizing value-added services for existing clients.
  • Value Presentations: Deliver compelling presentations to targeted clients, increasing from 5 per week initially to 25 per week by the end of the cycle.
  • Client Retention & Renewals: Oversee the renewal process for key TAS and CAS clients, clearly demonstrating added value to secure renewals.
  • CRM Management: Ensure accurate client records in the Pipedrive CRM, maintaining data integrity for seamless reporting and follow-ups.

Key Skills and Qualifications:

  • Proven track record of client retention and new client acquisition.
  • Familiarity with Corevee, Thomson Reuters, and CRM systems.
  • Strong persuasion skills with a focus on delivering high-value engagements.

Benefits and Compensation:

  • Base salary of $75,000 per year, plus uncapped commission percentage based on close rate performance and value of service sold.
  • Unlimited PTO, remote work environment, QSEHRA health plan contribution, and 401K with a 3% match after 6 months.

Estimated Salary: $70,000 - $90,000 per year, depending on experience.



  • Lakewood, Washington, United States Telecrafter Products Full time

    About Telecrafter ProductsWe are a leading manufacturer and distributor of quality products to broadband operators worldwide.We are looking for a highly motivated and results-driven Sales Representative to join our team in the United States. As a Sales Representative, you will be responsible for developing and executing sales strategies, building...


  • Lakewood, Washington, United States Lotus Sales Full time

    At Lotus Sales, we believe that personal growth is a fundamental aspect of our business culture. As a sales professional, you will be part of an environment where extreme growth and development are the standard.About UsWe cultivate both mental and physical strength by encouraging a lifestyle that supports growth on every level. Our team is composed of...


  • Lakewood, Washington, United States 2020 Companies Full time

    OverviewWe are seeking an experienced Sales and Marketing Professional to join our team as a Business Development Representative. In this role, you will be responsible for driving merchant awareness within your assigned territory and partnering with clients to train and advocate their products at the retailer.Schedule and CompensationThis is a full-time...


  • Lakewood, Washington, United States Telecrafter Products Full time

    Job SummaryTelecrafter Products seeks a highly motivated Sales Representative to join its US-based sales department. The ideal candidate will have a proven track record in business-to-business sales and a strong understanding of the telecommunications industry.Key ResponsibilitiesDevelop and maintain relationships with existing clientsIdentify new business...


  • Lakewood, Washington, United States Ed Prather Real Estate Full time

    About UsEd Prather Real Estate is a forward-thinking real estate company committed to providing exceptional service and results-driven solutions for our clients.We're seeking highly motivated individuals to join our team as Real Estate Sales Agents, offering a unique opportunity to build a thriving career and achieve success.Your Key ResponsibilitiesDevelop...


  • Lakewood, Washington, United States Lotus Sales Full time

    Business Growth OpportunityAre you looking to take your career to the next level? We offer an exciting opportunity for a Business Growth Intern to join our team at Lotus Sales. In this role, you will have the chance to develop valuable skills and gain practical experience in sales and business development.The ideal candidate will have a strong desire to...


  • Lakewood, Washington, United States HESCH'S INSURANCE AGENCY LLC Full time

    Job OverviewHesch's Insurance Agency LLC is seeking an experienced Insurance Agency Sales Professional to join our team. As a key member of our sales team, you will be responsible for selling new personal lines and business policies to clients, and working closely with our existing customers to identify opportunities for upselling and cross-selling.You will...


  • Lakewood, Washington, United States CareerPaths NW Full time

    CareerPaths NW is seeking a highly motivated and results-driven Heavy Equipment Sales Professional to join their team. As a key member of the sales team, you will be responsible for identifying and prospecting potential customers within a 50-mile radius of the office, promoting and selling maintenance and service contracts for heavy equipment, trucks, and...


  • Lakewood, Washington, United States Synergy Pet Group Full time

    About This OpportunityWe are seeking a highly skilled Client Service Professional to join our team at Synergy Pet Group. In this role, you will be responsible for providing exceptional service to our clients and their pets.Key QualificationsA proven track record of success in customer-facing roles, with excellent communication and interpersonal skills.A...


  • Lakewood, Washington, United States The Kind Agency-Powered by Symmetry Financial Group Full time

    Unlock your potential as a top-performing Insurance Sales Professional at The Kind Agency-Powered by Symmetry Financial Group. As a Remote Sales Agent, you will enjoy a flexible schedule and the ability to work from anywhere in the US. Our innovative compensation structure offers uncapped earnings potential, with top producers earning up to $15,000 per...


  • Lakewood, Washington, United States Emich Chevrolet Full time

    Job ResponsibilitiesAnswer inbound calls and text messages in a timely and effective manner to schedule appointments for customers within our shop capacity.Maintain high levels of customer service and professionalism when interacting with clients, employees, and vendors through written, vocal, and electronic communication.Develop and execute outbound...


  • Lakewood, Washington, United States Global Tech Solutions Full time

    Job SummaryWe are seeking a Client Relationship Executive to join our dynamic sales team. As a Client Relationship Executive, you will play a crucial role in driving business growth by managing client accounts, developing new business opportunities, and effectively communicating our technology solutions to prospective clients.Main Responsibilities:Manage and...


  • Lakewood, Washington, United States Global Tech Solutions Full time

    Job DescriptionWe are seeking a Business Development Manager to lead our sales efforts and drive business growth at Global Tech Solutions.Salary Range:$90,000 - $120,000 per yearAbout the RoleThe ideal candidate will have experience in managing client accounts, developing new business opportunities, and effectively communicating our technology solutions to...


  • Lakewood, Washington, United States Colorado Solutions Inc. Full time

    We are growing our team at Colorado Solutions Inc. in the Denver area with our telecommunications client, and we have big goals to hit.Job DescriptionThe Sales Assistant will be responsible for the entire life cycle of the sale and account management. The ideal candidate will be eager, driven, and enjoy building and maintaining lasting client...


  • Lakewood, Washington, United States Synaptic Incorporated Full time

    Job Opportunity: Sales and Marketing RepresentativeCompany OverviewSynaptic Incorporated is a leading provider of residential sales and customer acquisition solutions. We are committed to delivering exceptional results for our clients and building long-term relationships based on trust and integrity.Job SummaryWe are seeking an experienced Sales and...


  • Lakewood, Washington, United States Telecrafter Products Full time

    Business Development OpportunityWe are seeking a talented sales professional to join our team as a Sales Business Partner, focusing on the U.S. market. In this role, you will work closely with our internal stakeholders to identify and capitalize on new business opportunities in the telecommunications industry.Your Key Responsibilities:Develop and execute...


  • Lakewood, Washington, United States Verizon Full time

    About the RoleWe're looking for a highly motivated and results-driven individual to join our Verizon team as a Retail Sales Associate. This is an exciting opportunity to build a successful sales career and make a real impact in the lives of our customers.As a full-time Retail Sales Associate, you'll have the chance to work in a dynamic environment where no...


  • Lakewood, Washington, United States DT Properties Full time

    Job DescriptionAs a Real Estate Agent with DT Properties, you'll create significant value by:Strategic Lead Follow-Up: Optimize sales potential through meticulous lead engagement.Relationship Building: Deeply understand the client's needs to generate expanded sales opportunities.Professional Consultative Approach: Connect clients with their ideal properties...


  • Lakewood, Washington, United States XIT CPAs Full time

    About the RoleXIT CPAs is an innovative CPA firm focused on wealth and tax strategy development, implementation, and maintenance for business owners, real estate investors, and entrepreneurs. We are seeking an Account Growth and Strategic Client Acquisitions Specialist to drive revenue growth and foster long-term client relationships.The ideal candidate will...


  • Lakewood, Washington, United States PRINT NW Full time

    About UsAs the largest commercial printer in South Sound and seventh largest in Washington State, PRINT NW has established itself as a leader in the industry. Our commitment to quality, accuracy, and innovation drives us to continuously adapt to our clients' needs.Compensation and Benefits:$21-$26 per hour, plus opportunities for growth and development, and...