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Client Specialist at American Institute of Certified Public Accountants

Posted in Sales 30+ days ago.

Type: Full-Time
Location: Durham, North Carolina





Job Description:

About the Role:

Create business opportunities with clients using a consultative sales approach to sell the Association's broad portfolio of complex solutions. Attain revenue goals.

This role reports to the Associate Director - Global B2B

You Will:


  • Manage all sales and operational tasks and achieve quarterly and annual sales goals

  • Identify and grow leads and opportunities within assigned accounts and collaborate with company partners to ensure revenue growth

  • Research accounts, identify important players and produce interest to stimulate opportunity

  • Source new sales opportunities through inbound lead follow-up and outbound nurturing campaigns, consultative sales calls and presentations

  • Create individual sales strategy to achieve goal

  • Identify new qualified opportunities from inbound leads/list of high-propensity to buy and target customers

  • Rout certain qualified opportunities to the appropriate salesperson for further development and closure

  • Develop a comprehensive understanding of challenges faced by customers and common goals

  • Research and build an account perspective to prioritize the target account lists

  • Knowledge of products and capability of the Association

You Have:


  • Client focus

  • Comfortable with cold calling and objection handling

  • Salesforce CRM

  • Training or equivalent combination or education and experience.

  • Knowledge of Sales Methodologies

How We Support You:

We provide flexibility to help you achieve a good work-life balance. You'll be part of a global, diverse team who foster an environment of inclusion and belonging where you are valued for who you are and where you come from.

We offer benefit options in and out of the workplace, including healthcare, retirement, paid time-off, parental leave, an employee assistance program. We provide resources that support your mental health, and evolve our offerings to meet your needs. We care about our employees' welfare and focus our benefits package on the benefits which support your wellbeing. We also recognize that everyone has different priorities, so in addition to our core benefits to support your health we offer flexible options for you to choose benefits that are right for you, your family and your lifestyle.

We believe in non-stop learning and are committed to investing in learning opportunities that help you reach your full potential and support your continued development.

About Us:

At The Association, we are transforming the accounting and finance profession. We are future-focused, empowering the world's most accomplished accountants to stay relevant, meet today's demands, and prepare for tomorrow's challenges through quality education, resources, and training.

Learn more about The Association on LinkedIn and our Career Site.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.

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