Financial Sales Representative

ATLAS CPAs & Advisors and ATLAS Certified Payroll, located in the Akron/N. Canton, Ohio area, are part of the ATLAS family - Advisors That Listen And Serve. Recognized as a Top 50 National Client Advisory Firm for 2025, we help individuals and businesses achieve financial clarity and long-term success through accounting, payroll, tax, and advisory services.

We believe in creating value for our clients, our people, and our communities through relationships built on trust, collaboration, and integrity.

OVERVIEW

The Financial Sales Representative plays a key role in driving new business and expanding client relationships across ATLAS' service lines. This position focuses on developing qualified leads, nurturing relationships, and promoting our full range of financial and advisory solutions — including accounting, payroll, bookkeeping, investment advisory, insurance, and other client advisory services.

The ideal candidate is relationship-driven, business-minded, and passionate about helping clients succeed. They will represent ATLAS with professionalism and purpose, connecting entrepreneurs and business owners to the resources that help them reach their goals.

KEY RESPONSIBILITIES

• Identify and develop new business opportunities through referrals, networking, and proactive outreach.
• Build and maintain a qualified sales pipeline across target markets, including small businesses, independent contractors, startups, and established organizations.
• Conduct discovery meetings to understand client needs and recommend appropriate ATLAS service solutions.
• Communicate the firm's offerings clearly and effectively, including accounting, payroll, tax, and advisory services.
• Collaborate with accounting and payroll teams to ensure seamless client onboarding, including document coordination through PandaDoc.
• Manage and track all sales activity within HubSpot CRM, maintaining accurate records and providing updates to leadership.
• Represent ATLAS at community events, business expos, and networking groups to build brand presence and strengthen client connections.
• Partner with marketing on outreach campaigns, events, and educational workshops to attract and engage prospective clients.

KNOWLEDGE, SKILLS, AND ABILITIES

• Proven experience in B2B sales, business development, or client acquisition — ideally within professional or financial services.
• Excellent communication, presentation, and relationship-building skills.
• General understanding of accounting, payroll, or bookkeeping concepts.
• Strong organizational and time management abilities with attention to detail.
• Self-motivated, results-oriented, and comfortable working both independently and collaboratively.
• Proficiency with Microsoft Office Suite and familiarity with professional networking platforms such as LinkedIn.
• Experience with CRM tools (preferably HubSpot) and digital document systems such as PandaDoc.
• Experience selling financial, payroll, or business advisory services.
• Familiarity with software such as QuickBooks, SwipeClock, or other accounting/payroll platforms.
• Knowledge of the Akron/Cleveland small business community.

EDUCATION AND EXPERIENCE

• AA or Bachelor's Degree preferred
• 2–4 years of professional experience in a similar role is preferred.

BENEFITS

• Medical, Dental, and Vision
• GAP Benefits
• Supplemental Benefits
• Life and AD&D Insurance
• Short- & Long-Term Disability Plans
• 401k with Company Matching
• Bonus Structure
• Flexible PTO with sick time
• Incentive Program
• Development Program
• Company Wellness Program

APPLICATION DEADLINE

We accept applications on an ongoing basis. This position will remain open until a qualified candidate is identified.

WORKING CONDITIONS

Must be able to operate a variety of machines and equipment, including computer, office equipment, telephone, etc. Tasks may require extended periods of time at a keyboard or workstation. Required to occasionally lift, hold, or carry items weighing up to 40 pounds. Individuals must perform the principal duties and responsibilities with or without reasonable accommodation.

EQUAL OPPORTUNITY STATEMENT

ATLAS Navigators, LLC is proud to be an Equal Opportunity and Affirmative Action employer. We do not discriminate based upon race,racial expression, including protective hairstyles, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local law.

ATLAS is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance or accommodations due to a disability, please let us know.

Texting Privacy Policy and Information:

• Message type: Informational; you will receive text messages regarding your application and potentially regarding interview scheduling.
• No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
• Message frequency will vary depending on the application process.
• Msg & data rates may apply.
• OPT out at any time by texting "Stop".

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