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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in full-funnel sales, effectively managing a busy pipeline while utilizing HubSpot CRM for accurate lead tracking. Exhibits strong communication skills to convey complex concepts simply to clients, ensuring a smooth sales process from initial contact to closing.
Highest-signal resume keywords
Full-Funnel Sales ExperienceMonthly Quota ManagementHubSpot CRM ProficiencyClear Communication SkillsPipeline Organization
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales ClosingLead Follow-UpPipeline ManagementConsultative SellingDeal Ownership
Soft Skills
Organizational SkillsDisciplineAdaptabilityPersistenceNatural Communication
Tools & Technologies
HubSpotCRM SoftwareSales ToolsAI ToolsTech Savvy
Industry Keywords
SaaS SalesFinancial SalesPrivate-Practice CliniciansTax ExplanationBookkeeping
About the role
Key responsibilities & impact- Run consults with inbound leads and close new customers, owning each deal from first conversation to signed
- Carry a monthly quota, with December as a ramp month
- Follow up persistently after consults until leads make a decision
- Call booked leads ahead of consults to confirm the time and answer questions
- Respond quickly to new leads
- Follow up on time and update the HubSpot CRM daily so every lead's status is current
- Work closely with the Senior Sales Manager and other Inside Sales Representatives
- Share prospect feedback with the sales team
Requirements
What you’ll need- 2-3 years of full-funnel sales experience, closing high volumes of smaller deals
- Comfortable carrying a monthly quota and working at a fast pace
- Organized, with the discipline to manage a busy pipeline and log everything accurately
- AI and tech savvy, quick to pick up new tools
- Comfortable in HubSpot or a similar CRM
- Clear, natural communication on the phone and in writing
- Ability to explain taxes and bookkeeping simply to private-practice clinicians
- Able to ramp quickly and make good calls without a lot of hand-holding
- Nice to have: financial or SaaS sales background
Benefits
Comp & perks- Fixed monthly retainer of $3,000–$3,500
- Additional earning opportunities through sales commissions and SPIFFs
- Approximately 40 hours per week during the seasonal engagement
