Responsibilities :Set up onboarding calls with clientsEnsure accountants have documents necessary to do their jobCommunicate with accountants to understand what is necessary to close out the clientSend thoughtful emails to get client to send informationCall clients when they have become unresponsiveMaintaining and updating sales and customer recordsCompile monthly sales reportsAttend weekly sales meetings
Requirements:2+ year of experienceStrong written and verbal communication skillsExcellent communication skills both with customers and within an organizationExperience utilizing sales tools such as: Hubspot
We help small businesses with tax credits.
The US government provides a tax credit for companies that engage in qualified Research and Development (R&D) activities. This R&D Tax Credit, when filed properly, can save your start-up thousands.
We started this company after having missed out on this tax credit opportunity, ourselves. Our innovative system uses forecasting and analysis technology to help offset your payroll taxes, with a team of experts here to help every step of the way.
Unlike traditional accounting firms, our specialized team will compile all the proper paperwork for you in just a few days. All you have to do is answer a few questions to make sure you qualify, and your savings will be sent directly to you.
Candidates must be located in the United States.