Now Hiring - Omega Accounting Solutions - Financial Services Sales Executive (Part-Time) in Irvine, CA

Full description of the position

Omega Accounting Solutions is a multi-faceted professional services firm that empowers small and mid-sized businesses to make informed decisions through the application of advanced analytics, business intelligence, and industry knowledge. We work with business owners and leadership teams to plan for and build operational strength and financial health.

Why clients love us: We treat their businesses as if it were our own, building long-term partnerships between our staff and clients. We are invested in helping them outperform expectations.

Why employees love us: Our culture is vibrant, and we value our employees’ work-life balance and personal growth above all else. Our core values include Accuracy, Honesty, Efficiency, Transparency, and Integrity. If you possess these values, then you would be a great fit for Omega!

Omega Accounting Solutions has been awarded a Top Workplaces honor by the Orange County Register in 2021 and 2022 and was recently ranked #35 in Inc. Magazine’s annual list of the Pacific Region’s fastest growing private companies!

Omega Accounting Solutions is in hyper growth mode and seeking an experienced Sales Executive/Representative to join our team who can support our rapidly growing business development team. Please note: This role requires evening shifts and weekend shifts. Remote work option is available for this role.

SCHEDULE:

• Mondays to Fridays: 5:00 AM to 9:00 AM and 5:00 PM to 9:00 PM
• Saturdays and Sundays: 5:00 AM to 8:00 PM

WHAT YOU WILL DO:

• Support the efforts of the business development team through qualifying leads and implementing creative outreach strategies
• Identify business development opportunities and work with leadership to develop tactics to target small to mid-size businesses in need of tax incentives
• Review and develop internal practices to improve value to prospects and client engagement
• Follow up on assigned inbound leads received same day or within 24 business hours
• Follow up on any referral partner introductions same day or within 24 business hours
• Maintain customer activity in CRM and ensure all information is current
• Achieve a minimum of three touches for inbound leads per day
• Collaborate with sales team to hit sales quotas and maintain internal processes
• Ensure contracts are signed and retainers are paid in a timely manner
• Assist with any additional requests that arise
• Complete other duties at the discretion of management

ABOUT YOU:

• Ability to think strategically and target the right strategic partners to grow revenue and profitability
• Ability to engage and communicate effectively at the executive level with small to mid-market companies Highly organized and detail-oriented
• Capacity to prioritize projects, work well under pressure, and meet deadlines
• Ability to thrive in a fast-paced, changing environment
• Diplomacy, tact, and poise under pressure when working through issues
• Strong written, verbal, interpersonal, and collaboration skills

QUALIFICATIONS:

• A Bachelor's Degree in Finance, Economics, or other business-related degree is highly preferred
• 2+ years of B2B selling experience targeting business owners and executives
• Spanish bilingual required
• Previous sales experience in one or more of the following industries is highly desirable: CPA, Payroll, PEO, Commercial Finance Lenders/Brokers, Insurance Brokerages (Life and Workers Comp) and/or Payment Process providers
• Proven track record of exceeding sales revenue quotas
• Prior experience establishing and/or leveraging a strategic partner channel to accelerate client and revenue growth is strongly preferred
• Demonstrated proficiency with Microsoft Office and Sales CRM utilization

Job Type: Full-time

Pay: $24.04 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Irvine, CA 92618: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Education:

• Bachelor's (Preferred)

Experience:

• B2B sales: 2 years (Required)

Work Location: In person