H&R Block · 1 week ago
Associate Sales Executive
United States
Full-time
Remote
New Grad, Entry Level
$21/hr - $32/hrH&R Block is a leader in tax preparation and financial services, seeking an Associate Sales Executive to join their inside sales team. The role involves identifying potential clients, driving service adoption, managing sales pipelines, and building customer relationships to support the company's growth.
ConsultingRetailService IndustryTax Preparation
Responsibilities
Drive the adoption of our service offerings to interested small business owners
Own your pipeline of leads and everything about them. Your sales are our growth. You will nurture leads beyond consultation where necessary, keeping the sales funnel robust, prioritized, and growing
Record all 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 a consistent and accurate monthly forecast to sales management
Establish customer relationships that enable you to be viewed as a trusted advisor
Work closely with Account Managers to support effective new client onboarding
Qualification
Required
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
Familiar 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
Solid experience with CRM Software (E.G. Salesforce Or Other)
Strong listening, negotiation, and presentation ability as sales are completed remotely with prospects across the country
Preferred
Bachelor's degree in a related field or equivalent through a combination of education and related work experience
Experience owning the full sales cycle from prospecting to close
Knowledge or familiarity with bookkeeping, payroll, or accounting
Work experience with small businesses
Experience with sales engagement and dialing/call coaching platforms
Benefits
Medical and prescription drug coverage
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
Company
H&R Block
H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.
Founded in 1955
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Andy Phillips
Vice President - The Tax Institute at H&R Block
George Agurkis
Vice President, Government Relations
Recent News
2026-01-17
2026-01-15
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