Verified Job
Work from home
Sales Associate (Revenue & Client Growth)
Work from home
#755334
Remote / WFH
goalgo
Job Description
A Happy Monday is a fractional operations company supporting financial advisors, lawyers and residential general contractors. We manage client communication, lead follow-up, and administrative workflows to improve client retention and protect revenue.
Role Overview
The Sales Associate is responsible for driving new client acquisition, maintaining a healthy pipeline, and supporting revenue growth through client retention and expansion. This role is not purely transactional — it requires a focus on bringing in high-quality clients who are likely to stay, convert, and grow.
The ideal candidate understands that successful sales in this role means ensuring no qualified lead is lost and that each client is a strong long-term fit.
Key Responsibilities
Daily Responsibilities
Respond to and follow up with all new inbound leads within 24 hours
Conduct outreach to cold and warm, qualified leads
Schedule and confirm discovery calls
Maintain accurate and up-to-date CRM records
Track lead status and ensure no opportunities are missed
Communicate with the CEO on pipeline activity and priorities
Weekly Responsibilities
Conduct discovery calls and close new clients
Follow up with all active prospects in the pipeline
Re-engage cold or stalled leads
Identify and recommend opportunities for client upgrades or expanded services
Review pipeline metrics (lead volume, conversion rates, deal status)
Ensure all prospects move through the pipeline in a timely manner
Monthly Responsibilities
Meet or exceed new client acquisition targets
Maintain a consistent pipeline of qualified leads
Support client retention by ensuring strong initial fit and expectations
Identify revenue expansion opportunities within existing clients
Contribute to achieving overall revenue goals without exceeding operational capacity
Provide insights on lead quality, objections, and sales trends
Performance Expectations
Success in this role is measured by:
Number of qualified clients closed
Client retention (clients staying 6+ months)
Pipeline health and consistency
Conversion rate from lead to client
Revenue generated from both new and expanded clients
Compensation Structure
20% commission on first month revenue for new clients
5% monthly residual commission for up to 6 months per client
10% commission on any client upgrades or additional revenue
$200–$300 bonus for qualified clients placed on waitlist (when at capacity)
Additional bonuses tied to client retention and performance
Potential to earn an additional $3,000/month!!!
Ideal Candidate Profile
Experience in sales, account management, or client-facing roles
Strong communication and follow-up skills
Highly organized and detail-oriented
Comfortable managing a CRM and tracking multiple leads
Able to build trust quickly with professionals (financial advisors, contractors)
Understands the importance of client experience and long-term relationships
Key Traits
Proactive and self-directed
Results-driven but quality-focused
Strong sense of ownership over pipeline and outcomes
Professional, reliable, and consistent
Important Notes
This role requires a focus on quality over volume
Not all leads should be closed — client fit is critical
The goal is sustainable revenue growth, not overselling beyond capacity
Summary
This role is best suited for someone actively seeking additional monthly income but who wants to be more than a salesperson. The Sales Associate will play a key role in protecting revenue, strengthening client relationships, and supporting long-term business growth.
Benefits:
Flexible schedule
Location:
United States (Required)
Work Location: Remote
Role Overview
The Sales Associate is responsible for driving new client acquisition, maintaining a healthy pipeline, and supporting revenue growth through client retention and expansion. This role is not purely transactional — it requires a focus on bringing in high-quality clients who are likely to stay, convert, and grow.
The ideal candidate understands that successful sales in this role means ensuring no qualified lead is lost and that each client is a strong long-term fit.
Key Responsibilities
Daily Responsibilities
Respond to and follow up with all new inbound leads within 24 hours
Conduct outreach to cold and warm, qualified leads
Schedule and confirm discovery calls
Maintain accurate and up-to-date CRM records
Track lead status and ensure no opportunities are missed
Communicate with the CEO on pipeline activity and priorities
Weekly Responsibilities
Conduct discovery calls and close new clients
Follow up with all active prospects in the pipeline
Re-engage cold or stalled leads
Identify and recommend opportunities for client upgrades or expanded services
Review pipeline metrics (lead volume, conversion rates, deal status)
Ensure all prospects move through the pipeline in a timely manner
Monthly Responsibilities
Meet or exceed new client acquisition targets
Maintain a consistent pipeline of qualified leads
Support client retention by ensuring strong initial fit and expectations
Identify revenue expansion opportunities within existing clients
Contribute to achieving overall revenue goals without exceeding operational capacity
Provide insights on lead quality, objections, and sales trends
Performance Expectations
Success in this role is measured by:
Number of qualified clients closed
Client retention (clients staying 6+ months)
Pipeline health and consistency
Conversion rate from lead to client
Revenue generated from both new and expanded clients
Compensation Structure
20% commission on first month revenue for new clients
5% monthly residual commission for up to 6 months per client
10% commission on any client upgrades or additional revenue
$200–$300 bonus for qualified clients placed on waitlist (when at capacity)
Additional bonuses tied to client retention and performance
Potential to earn an additional $3,000/month!!!
Ideal Candidate Profile
Experience in sales, account management, or client-facing roles
Strong communication and follow-up skills
Highly organized and detail-oriented
Comfortable managing a CRM and tracking multiple leads
Able to build trust quickly with professionals (financial advisors, contractors)
Understands the importance of client experience and long-term relationships
Key Traits
Proactive and self-directed
Results-driven but quality-focused
Strong sense of ownership over pipeline and outcomes
Professional, reliable, and consistent
Important Notes
This role requires a focus on quality over volume
Not all leads should be closed — client fit is critical
The goal is sustainable revenue growth, not overselling beyond capacity
Summary
This role is best suited for someone actively seeking additional monthly income but who wants to be more than a salesperson. The Sales Associate will play a key role in protecting revenue, strengthening client relationships, and supporting long-term business growth.
Benefits:
Flexible schedule
Location:
United States (Required)
Work Location: Remote
