Sales/client Relationship Assistant Colombia

hace 3 semanas

Bogotá Cundinamarca, Colombia Fusion CPA A tiempo completo

_**Who we are**_

Fusion CPA is an award-winning outsourced accounting, tax planning strategy, and growth advisory firm headquartered in San Juan, Puerto Rico, with an office in Atlanta, GA. We are a very technologically forward-thinking and growth-minded firm, which extends to our clients and staff. Our clients rely on us to help them stabilize, analyze, and grow their businesses. Because we do a great job of this, we’re growing and are looking to bring on a highly skilled and motivated **Sales Assistant/Client Relationship Assistant** to join our remote team
- **Who you are**_
- We are looking for someone in a similar role but looking for a home-based/remote opportunity and comfortable working Eastern standard business hours, 8:30 AM - 5:30 PM EST. _
- A great communicator, both written and verbal
- Confident, self-motivated, and proactive by nature
- Able to predict and resolve potential issues before they arise
- Comfortable calling clients to garner respect and prompt responses
- Skilled at gently commanding calls and encouraging decision-making
- Pleasant and have a likable personality

**Requirements**:

- Bachelor’s in Business Administration, Managerial Science, or Finance
- 3+ years of inbound sales experience, preferably in a CPA or financial advisory firm
- Proficiency in US tax forms and principles, or an understanding thereof
- Strong sales acumen and client management skills
- **What the role entails**_

To succeed in this role, you must be someone who enjoys doing all of the essential tasks:

- Convert inbound leads into clients, focusing on US tax services
- Conduct discovery and sales calls via Zoom with professionalism
- Manage client onboarding and relationship-building

**Benefits**:

- We’re a fully remote team with team members located in the US, Puerto Rico, and South Africa
- Work from wherever you have access to a fast internet connection
- PTO: Vacation, Holiday, and Sick
- **The Fusion CPA Way**_

We have an unbeatable culture dedicated to developing leaders within our industry. Our vision is to create a financial foundation & culture of accountability wherein CPAs & clients thrive together We intend to be the CPA firm of the future.

Individuals who exhibit the following characteristics are a great cultural fit for Fusion CPA.
- **Attention to Detail**

The diligence we show in our work makes the work of the next person clear and clean.
- **Customer Service**

Understanding that our best clients are our current clients and the referrals they can give us helps us grow.
- **Respect**

We respect the value of everyone's time and priorities.
- **Passionate**

We take immense pride in our work and constantly strive to meet and exceed Fusion's expectations.
- **Accountable**

We hold ourselves independently accountable for the work we are entrusted with
- **People**

Recognize the need for both emotional stability and the desire for growth. Our people are our most valuable asset & we support them however we can.

**Education**:

- Bachelor's (required)

**Experience**:

- sales calls: 2 years (required)
- converting inbound leads into clients: 2 years (required)

**Language**:

- English (required)

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