Position Summary:
The Account Executive plays a critical role in revenue generation by consulting with clients on complex IRS tax issues and selling tailored resolution strategies. This position focuses on analyzing completed Tax Investigations, developing accurate, personalized resolution plans, presenting the findings to prospective clients and successfully closing tax resolution agreements.
The Account Executive directly drives business growth through delivering detailed, accurate, and a highly professional client experience from analysis down to sales calls and follow up.
Key Responsibilities:
Tax Investigation Analysis & Resolution
- Analyze completed Tax Investigations (TIs) to outline the current state of the file, define pending requirements and determine the most effective IRS tax resolution strategies for each case.
- Deliver investigation results directly to prospective clients, effectively communicating complex tax concepts and outlining clear paths to resolution.
Sales, Pipeline & Follow-Up Management
- Pitch and sell tailored tax resolution services, confidently navigating objections and negotiating terms to close agreements.
- Manage an active pipeline of quoted prospects, executing strategic and timely follow-ups to secure contract execution and finalize deals.
- Collaborate with Appointment Setters to maximize personal daily schedules by addressing scheduled clients, needs for replacements and additional appointments.
- Communicate with Case Management and Billing/Collection teams to address escalations, requests and communication from signed customers.
Accuracy, Time Management & Performance Tracking :
- Independently manage time and priorities to ensure timely attendance to appointments, accurate tax investigation analysis and proper follow up on scheduled clients.
- Ensure accurate quoting and detailed documentation of all client interactions and financial data within the CRM system.
- Consistently meet and exceed individual sales targets, close rates, and revenue goals in a high-performance, target-driven environment.
Knowledge:
- Understanding of IRS tax resolution programs, financial analysis, and tax liability strategies or willingness to learn
- Familiarity with full-cycle sales strategies, consultative closing techniques, objection and pipeline management
- Understanding of CRM platforms and sales performance tracking
- Knowledge of documentation requirements and accurate quoting processes or willingness to learn
Qualifications & Requirements:
- Proven track record of consistent, high-level performance in a high-volume sales environment (prior experience as an Account Executive, SDR, or BDR preferred).
- Excellent verbal and written communication skills in English and Spanish. High to Advanced English proficiency is required (B2+ level expected).
- Advanced client-focused negotiation, persuasion, and objection-handling abilities.
- Strong critical thinking, problem-solving, and analytical skills.
- Excellent organizational and time-management skills, paired with rigorous follow-up habits and effective prioritization.
- Strong attention to detail with the ability to accurately and consistently document complex client interactions.
- Highly motivated self-starter who consistently strives to exceed daily sales targets and quality standards.
- High adaptability to workflow changes within a fast-paced, dynamic environment.
- Strong self-awareness and high receptiveness to constructive feedback.
- Unwavering commitment to continuous learning, with the independence to proactively identify and act upon areas for self-improvement.
Work Schedule (Onsite):
- Monday–Thursday: 9:00 AM – 6:30 PM (EST)
- Friday: 9:00 AM – 3:00 PM (EST)
- Weekends off
- Schedules are fixed and based on business needs. Please apply only if you're available during these hours.
Edificio Aney Muñoz II, Tercer Nivel, Av. 27 de Febrero esq. Av. Metropolitana, Los Jardines Metropolitanos, Santiago.
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