Associate Sales Executive

H&R Block

. Identify potential clients through consultations with prospects to determine which business services solve their challenges .

Posted 10/30/2026full-timeRemote • Missouri • United StatesJuniorMid-Level💰 $22 - $32 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the sales pipeline and driving service adoption among small business clients. Proven ability to establish customer relationships and effectively communicate sales forecasts and progress to management.

Highest-signal resume keywords

B2B Customer-Facing ExperienceSales Pipeline ManagementCRM Software ProficiencyFull Sales Cycle OwnershipStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Target AchievementLead GenerationNegotiation SkillsPresentation SkillsAccount ManagementSales ForecastingTime ManagementResourcefulnessBookkeeping KnowledgePayroll Knowledge

Soft Skills

Effective OrganizationInterpersonal CommunicationListening SkillsProactive Problem SolvingAccountability

Tools & Technologies

SalesforceSales Engagement PlatformsDialing PlatformsCRM Software

Industry Keywords

Small BusinessClient OnboardingSales ActivitiesTrusted Advisor

About the role

Key responsibilities & impact

Identify potential clients through consultations with prospects to determine which business services solve their challenges
Create sales opportunities and sell services to new and existing clients
Drive adoption of service offerings among interested small business owners
Own and nurture the lead pipeline, keeping the sales funnel robust, prioritized, and growing
Record account, contact, and sales activities in CRM in a timely manner
Meet or exceed agreed-upon sales activity and sales targets
Communicate regularly with sales management on progress
Provide an accurate monthly forecast to sales management
Establish customer relationships and serve as a trusted advisor
Collaborate with Account Managers to support effective new client onboarding

Requirements

What you’ll need

High school diploma or equivalent
Effective time management and organization skills with the ability to handle multiple priorities
Experience in a B2B customer-facing role with a track record of high performance
Familiarity with managing a lead or sales pipeline
Oral, written, and interpersonal communication skills
Previous experience as an account or client manager, SDR, BDR, or inside sales representative
Punctual and accountable
Resourcefulness, proactively leveraging available resources and knowing when to ask for help
Strong listening, negotiation, and presentation ability
Strong working knowledge of customer relationship management (CRM) software, such as Salesforce or other
Bachelor’s degree in a related field or equivalent through a combination of education and related work experience is preferred
Experience owning the full sales cycle from prospecting to close is preferred
Knowledge or familiarity with bookkeeping, payroll, or accounting is preferred
Working experience with small businesses is preferred
Experience with sales engagement and dialing/call coaching platforms is preferred

Benefits

Comp & perks

Competitive pay
Medical and prescription drug coverage for qualifying associates and eligible dependents
H&R Block Retirement Savings Plan (401(k) Plan)
Employee Assistance Program
(Virtual) fitness center programs
Associate discount program
Business Travel Accident Insurance
Associate Tax Prep benefit
Incentive compensation or short-term incentive plans may provide additional earnings