Teams at 1-800Accountant

Serves as the primary contact for a portfolio of small-business clients, coordinating tax, bookkeeping, payroll, and advisory services. Tracks milestones, schedules expert appointments, resolves escalations, supports onboarding and platform adoption, maintains Salesforce records, identifies sales opportunities, and shares client insights internally. The role focuses on proactive communication, client satisfaction, service progression, retention, and efficient coordination across internal teams.

Manage a high-volume sales pipeline, conduct virtual presentations and product demonstrations, educate prospects on accounting and tax services, build client relationships, and advance sales through consultative follow-up. The role requires meeting sales targets, using CRM and sales tools, communicating effectively by phone and video, and working independently in a fully remote environment.

Manage a high-volume sales pipeline, deliver virtual presentations and product demonstrations, educate small-business clients about accounting and tax services, and build relationships through consultative selling and follow-up. Representatives use CRM and sales tools to advance prospects through the sales cycle, meet targets, and provide trusted financial guidance. The role is fully remote within approved states, includes two weeks of training, and requires employees to provide their own equipment.