Verified Job
Accounting - Finance
Accountant Retention Specialist
Accounting - Finance
#633633
Remote / WFH
Job Description
Full job description
Job Description
As our Sage Accountant Retention Specialist, you are responsible for meeting and exceeding assigned sales goals and objectives daily through accountant retention, add-on sales, upgrades to existing accounts, and/or migration to additional Sage cloud products/services while delivering an extraordinary accountant experience. To thrive in this role, you must employ a consultative, value-based selling approach to increase the adoption and utilization of Sage solutions through renewals, add-ons, upgrades, cross-selling, and connected services, while learning and adhering to Sage's policies, values, and sales processes.
Key Responsibilities
Leverage an accountant's success mindset to drive effective change across critical touchpoints by tracking performance while working within the organization to deliver a seamless experience.
Input, update, and maintain accountant and/or accountant order data, including accountant-client relationship data inputs and orders, and track and maintain accurate records of all activities, target close dates, sales potential, and close probabilities.
Learn complex processes and systems on time, turning what you have learned into actionable productivity.
Provide accountants with an excellent experience via inbound queue calls and outbound calls to the active base to update accountant data and/or identify cross-sell and upsell opportunities while working alongside Practice Success / Account Management colleagues.
Use root cause analysis to identify problems, and use your technical knowledge to resolve issues and remove barriers.
Qualifications:
1+ years of business-to-business consultative sales, customer service, or sales development experience with a basic understanding of sales techniques and the ability to upsell or cross-sell products is extremely beneficial.
Proficient with Microsoft Outlook, Excel, Word, and PowerPoint.
Basic accounting principles and terminology knowledge are a plus (not required), but the right candidate will possess a genuine interest in accounting and helping small businesses and accountants succeed!
Familiarity with Customer Relationship Management (CRM) software such as Salesforce or HubSpot is a plus.
Multi-lingual a plus, as we have a diverse accountant base!
Plenty of perks:
Competitive salaries that landed us in the top 5% of similar-sized companies (according to Comparably)
Comprehensive health, dental, and vision coverage
401(k) retirement match (100% matching up to 4%)
32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)
18 weeks paid parental leave for birth, adoption, or surrogacy offered 1 year after start date
5 days paid yearly to volunteer (through Sage Foundation)
$5,250 tuition reimbursement per calendar year, starting 6 months after hire date
Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually)
Library of on-demand career development options and ongoing training offerings
What it’s like to work at Sage: Careers homepage - https://www.sage.com/en-us/company/careers/ Glassdoor reviews - https://www.glassdoor.com/Reviews/Sage-Reviews-E1150.htm LinkedIn page - https://www.linkedin.com/company/sage-software
#LI-MB2
Job Description
As our Sage Accountant Retention Specialist, you are responsible for meeting and exceeding assigned sales goals and objectives daily through accountant retention, add-on sales, upgrades to existing accounts, and/or migration to additional Sage cloud products/services while delivering an extraordinary accountant experience. To thrive in this role, you must employ a consultative, value-based selling approach to increase the adoption and utilization of Sage solutions through renewals, add-ons, upgrades, cross-selling, and connected services, while learning and adhering to Sage's policies, values, and sales processes.
Key Responsibilities
Leverage an accountant's success mindset to drive effective change across critical touchpoints by tracking performance while working within the organization to deliver a seamless experience.
Input, update, and maintain accountant and/or accountant order data, including accountant-client relationship data inputs and orders, and track and maintain accurate records of all activities, target close dates, sales potential, and close probabilities.
Learn complex processes and systems on time, turning what you have learned into actionable productivity.
Provide accountants with an excellent experience via inbound queue calls and outbound calls to the active base to update accountant data and/or identify cross-sell and upsell opportunities while working alongside Practice Success / Account Management colleagues.
Use root cause analysis to identify problems, and use your technical knowledge to resolve issues and remove barriers.
Qualifications:
1+ years of business-to-business consultative sales, customer service, or sales development experience with a basic understanding of sales techniques and the ability to upsell or cross-sell products is extremely beneficial.
Proficient with Microsoft Outlook, Excel, Word, and PowerPoint.
Basic accounting principles and terminology knowledge are a plus (not required), but the right candidate will possess a genuine interest in accounting and helping small businesses and accountants succeed!
Familiarity with Customer Relationship Management (CRM) software such as Salesforce or HubSpot is a plus.
Multi-lingual a plus, as we have a diverse accountant base!
Plenty of perks:
Competitive salaries that landed us in the top 5% of similar-sized companies (according to Comparably)
Comprehensive health, dental, and vision coverage
401(k) retirement match (100% matching up to 4%)
32 days paid time off (21 personal days, 10 national holidays, 1 floating holiday)
18 weeks paid parental leave for birth, adoption, or surrogacy offered 1 year after start date
5 days paid yearly to volunteer (through Sage Foundation)
$5,250 tuition reimbursement per calendar year, starting 6 months after hire date
Sage Wellness Rewards Program ($600 wellness credit and $360 fitness reimbursement annually)
Library of on-demand career development options and ongoing training offerings
What it’s like to work at Sage: Careers homepage - https://www.sage.com/en-us/company/careers/ Glassdoor reviews - https://www.glassdoor.com/Reviews/Sage-Reviews-E1150.htm LinkedIn page - https://www.linkedin.com/company/sage-software
#LI-MB2
