[Hiring] Associate Sales Executive @H&R Block Management

Role Description

In this role, the Associate Sales Executive will identify potential clients through consults with prospects to identify which business services will solve their business challenges, create sales opportunities, and ultimately sell those services to new and existing clients. As a Small Business Associates Sales Executive, you will be a critical part of a brand-new inside sales team that’s helping deliver transformational growth for the organization.

• You will drive the adoption of our service offerings to interested small business owners.
• You own your pipeline of leads and everything about them. Your sales are our growth.
• You will nurture leads beyond consultation where necessary, keeping the sales funnel robust, prioritized, and growing.
• Record all account, contact, and sales activities in CRM in a timely manner.
• Meet or exceed agreed-upon sales activity and sales targets.
• Communicate regularly with sales management on progress.
• Consistently provide an accurate monthly forecast to sales management.
• Establish customer relationships that enable you to be viewed as a trusted advisor.
• Work closely with Account Managers to support effective new client onboarding.

Qualifications

• High school diploma or equivalent.
• Effective time management and organization skills with the ability to handle multiple priorities.
• Experience in a B2B customer-facing role with a track record of high performance.
• Familiar with managing a lead or sales pipeline.
• Oral, written, and interpersonal communication skills.
• Previous experience as an account or client manager, SDR, BDR, or inside sales representative.
• Punctual and accountable.
• Resourcefulness, proactively leveraging available resources and knowing when to ask for help.
• Strong listening, negotiation, and presentation ability as sales are completed remotely with prospects across the country.
• Strong working knowledge of customer relationship management (CRM) software (e.g. Salesforce or other).

Requirements

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.
• Experience with owning the full sales cycle from prospecting to close.
• Knowledge or familiarity with bookkeeping, payroll, or accounting.
• Working experience with small businesses.
• Experience with sales engagement and dialing/call coaching platforms.

Benefits

• Competitive pay.
• Comprehensive benefits.
• Support for life both in and outside of work.
• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage.
• Participation in the H&R Block Retirement Savings Plan (401(k) Plan).
• Access to the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program.
• Automatic enrollment in Business Travel Accident Insurance.
• Associate Tax Prep benefit.

Company Description

At H&R Block, our purpose is simple: to provide help and inspire confidence in our clients and communities everywhere. For more than 70 years, we’ve led the tax industry and we continue to evolve through our Block Next strategy, blending human expertise with digital innovation.

That same commitment to care extends to our associates. When you join us, you become part of a High Performing, Connected Culture built on strong relationships, continuous learning, and a shared commitment to making a meaningful impact.