- – Manage and review U.S. federal and state tax returns for diverse clients.
- – Lead U.S. tax compliance engagements, ensuring timely and accurate deliverables.
- – Train and mentor team members, providing guidance and performance feedback.
- – Win new business by managing high-volume, end-to-end sales cycles.
- – Pitch, demo, and close deals while collaborating with SDRs for lead conversion.
- – Maintain accurate sales pipeline in Salesforce and meet monthly revenue targets.
- Atteindre les objectifs de vente des produits d'épargne individuels.
- Établir et entretenir des relations solides avec courtiers et agents.
- Posséder une expertise en produits d'épargne et compétences en vente.