Job Description

About Us:

Neil Jesani Advisors is a national full-service boutique tax, accounting, and financial services firm. Our team is composed of CPAs, Tax Attorneys, EAs, CFPs, and senior-level Controllers dedicated to providing top-notch service to high-income and high net-worth clients nationwide. We're a growing fast, and we're looking for exceptional talent to join us. Learn more at www.neiljesani.com.

Job Overview:

Neil Jesani Advisors is seeking ambitious and dynamic Assistant Sales Manager to join our expanding sales team. As a key member of our team, you will play a crucial role in driving revenue growth by collaborating with our tax professionals who presents tax strategy services to high-net-worth individuals and business owners. The ideal candidate will excel in the full sales cycle, possess strong relationship-building and account management skills, and demonstrate a proactive, go-getter attitude. Excellent communication skills and a commitment to delivering exceptional customer service are essential for success in this role.

Join us and be a part of a team dedicated to providing tax strategic solutions to our esteemed clients.

Responsibilities:

Identify and engage high-net-worth individuals and business owners to introduce tailored tax strategy solutions.
Develop and maintain strong relationships with prospects, ensuring a deep understanding of their financial needs and objectives.
Negotiate and finalize contracts, effectively closing deals with qualified prospects.
Provide exceptional customer service to foster client loyalty and satisfaction.
Utilize CRM (HubSpot) and other tools to manage sales pipelines, track progress, and generate accurate sales reports.
Collaborate with internal teams to ensure seamless delivery of services and maintain high standards of client service.

Qualifications:

Bachelor’s degree in finance, Business Administration, Accounting, or a related field (preferred).
7+ years of success in selling professional services.
Demonstrated experience in sales, with a proven track record of meeting or exceeding revenue targets.
Strong communication, negotiation, and entrepreneurial skill set.
Ability to analyze financial data, identify ideal clients, and develop strategic sales approaches.
Experience in managing key accounts and building long-term client relationships.
Proactive, self-motivated, and able to work independently while also being a team player.

Job Type: Full-time

Pay: $100,000.00 - $250,000.00 per year

Benefits: