Key Responsibilities:

Client Acquisition: Develop and execute targeted sales strategies to attract clients for tax prep, bookkeeping, payroll, and government support services, especially during peak seasons.

Community Outreach: Build relationships with local communities, small business owners, and organizations to promote services like SNAP, Medicaid, ITIN applications, and immigration support.

Sales Team Leadership: Recruit, train, and manage a sales team responsible for cold calling, following up with leads, and converting walk-ins and online inquiries.

Performance Monitoring: Set sales goals, track team performance, and provide coaching to improve close rates and client satisfaction.

Cross-Selling: Educate potential clients about the full range of services and increase per-client revenue by offering bundled packages (e.g., bookkeeping + payroll, or DMV + immigration).

Client Retention: Implement client follow-up systems to keep clients returning year after year, especially during tax season.

CRM Management: Maintain and optimize use of CRM tools to track leads, follow-ups, and client interactions.

Promotional Campaigns: Work with the marketing team to roll out seasonal campaigns (e.g., tax season promos, back-to-school government aid support) and measure conversion rates.

Market Analysis: Monitor trends in multi-services, public assistance, and small business support to refine sales approaches and stay competitive.

Reporting: Provide weekly and monthly sales reports to company leadership, with actionable insights.