[Hiring] Sales Representative @DiLucci CPA

Role Description

Do you thrive in performance-based roles, excel at consultative selling, and build strong relationships through communication? Our Sales Representative role is performance-driven, giving you the opportunity to directly impact your earnings while helping business owners make smarter financial decisions.

As a Sales Representative at DiLucci CPA Firm, you’ll be responsible for selling our tax, accounting and IRS services ($3,500-$20,000+) to our prospective clients. You will be our first point of contact maintaining and growing the brand. The ideal candidate has a background in tax or substantial experience selling to business owners.

At DiLucci CPA, we hold ourselves to high standards of professionalism and integrity. Our core values—Genuine Care, Great Communication, and Speed to Learning—guide how we interact with clients and approach our work. As Senior Sales Representative, you’ll embody these values by being an effective communicator and building genuine rapport, ensuring every prospect feels valued and understood.

In this role, you’ll take charge of your own pipeline, turning initial conversations into valuable business opportunities. Your day-to-day will involve:

• Taking inbound sales calls
• Understanding potential clients' needs
• Demonstrating how DiLucci CPA Firm can help them achieve their financial goals

This is more than just making sales calls; it’s about creating a positive and engaging experience from the first interaction. You’ll be empowered to leverage your skills and to showcase our unique value and drive growth. If you’re driven to excel, we’re eager to see what you can bring to our team.

What you’ll do:

• Establish, develop, and maintain positive business and customer relationships
• Maintain a clear, up to date and accurate pipeline in our CRM and tracking systems
• Follow up diligently and consistently with potential clients over extended periods
• Document all interactions with all prospects and clients in the “notes” section of CRM
• Available all days from 9 am-5 pm EST or PST to take calls
• Collaborate with the team to formulate ideas on how to best serve our clients
• Collaborate with the team to ensure smooth transitions from sales process to onboarding

What you'll accomplish:

• All prospects are properly moved in CRM and information is documented on client details so service staff has proper expectations by EOD
• A close rate of 20% or $200k/month closed maintained
• All qualified prospects are consistently followed up with indefinitely
• Sales tracking sheet is updated M-F
• There is an effective line of communication among the team in which all necessary information is communicated promptly
• Contractor remains well-versed in the latest product offerings through continued education/training

Qualifications

• Excellent communicator over the phone / video conference
• Experience selling to Small Business Owners (SMB)
• Open to learning new processes in sales
• Strive to grow rapidly
• Self-sufficient and able to properly manage one’s own time
• Well-organized and able to maintain a pipeline that can be observed and understood by the Sales Leader

Requirements

• Tax experience is highly preferred, but not required

Company Description

DiLucci CPA Firm is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and teammates without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law.

DiLucci is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact [email protected] .