What You’ll Do: Key Responsibilities

• Conduct scheduled, 30-minute video consultations with therapists to understand their unique business needs and personal financial situations, 8+ a day.
• Skillfully diagnose complex prospect situations (e.g., multi-state practices, mixed W2/1099 income, pre-existing CPA relationships) and tailor a clear, simple solution.
• Present company’s all-in-one platform with confidence, focusing on the core outcomes of peace of mind, time savings, and financial clarity.
• Effectively manage a high-velocity sales pipeline (hitting daily activity targets) in HubSpot, ensuring every prospect receives timely, professional, and empathetic follow-up.
• Collaborate with the broader sales and marketing teams to share insights from your calls, helping to refine our messaging, content, and overall strategy.
• Become a product expert with the ability to successfully hold demos with prospective clients and discuss the therapy industry in depth

Core Competencies (The “Must-Haves”):

• The Heart of a Teacher: You genuinely enjoy explaining complex topics in simple, accessible terms. You find satisfaction in seeing the “aha!” moment when a prospect finally understands a concept they’ve been struggling with. You never use jargon and are never condescending.
• Quick-Thinking & Diagnostically-Minded: You are an exceptional listener who can diagnose a situation on the fly. You can hear a single keyword and immediately understand its implication for the sales process, allowing you to pivot your approach in real-time.
• Process-Driven & Organized: You are meticulous with details. You understand that setting clear next steps, managing a pipeline in HubSpot, and communicating promotions accurately are essential for creating a seamless and trustworthy customer experience.

Experience & Skills:

• 2+ years of experience in a full-cycle consultative sales role, preferably in SaaS, FinTech, or another service-based B2B environment.
• Proven ability to manage a high volume of consultations and a fast-paced sales pipeline.
• Exceptional verbal and written communication skills.
• Proficiency with modern sales tools (CRM is a must; HubSpot preferred).
• Bonus: A background in or strong familiarity with accounting, tax concepts, or the mental health industry.

Are you interested in this position? Apply by clicking on the “Apply Now” button below!

#DesignFintech
#GlobalDesigners
#FintechInnovation
#CreativeJobs
#JPNDesignHub
#TechMeetsDesign
#DesignerNetwork
#InnovateWithJPNFintech