The #1 Cloud-Based Practice Management Platform. Client Mgmt. Doc Mgmt. Time & Billing. Workflow.
accounting software • tax resolution • practice management • IRS Transcripts • IRS Notices
March 1
🏢 In-office - Manhattan
The #1 Cloud-Based Practice Management Platform. Client Mgmt. Doc Mgmt. Time & Billing. Workflow.
accounting software • tax resolution • practice management • IRS Transcripts • IRS Notices
• Lead customer introduction and demo calls • Coordinate handoff to Customer Success & streamline communication with Ops team • Design and produce sales collateral • Support pipeline & lead-generation workstreams • Collaborate with leadership team to create a comprehensive sales strategy • Communicate with Syndicate leads to support edge case queries and any product related questions • Work cross functionally with Finance, Engineering, product, legal, & many others to optimize internal processes and complete deal execution • Learn the venture financing business inside-out, from the ground up
• 5+ years of experience in sales • Experience working in a fast-paced, self-starter environment • Ability to think outside the box and take initiative • Exceptional ability to communicate effectively and build relationships with key stakeholders • Deep understanding of customer concerns and ability to troubleshoot as needed • Strong leadership and interpersonal skills and thrive in a team setting • Confidence to deliver and receive feedback • Passion for optimizing existing processes & supporting growth goals • Desire to learn and build your career with an incredible team
• Rare opportunity to join a team in the early stages • Self-starting environment • Rewarding work • Building the nerve center of the startup ecosystem • Bridge the gap between ‘what is’ and ‘what could be’ for a new generation of investors • Encouragement to apply even if you don’t meet every requirement to build a diverse team
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