Careers

Duties/Responsibilities:

• Provides leadership to the sales team.
• Motivates and encourages sales team to ensure quotas are met.
• Reviews and analyzes sales and operational records and reports; uses data to project sales, determine profitability and targets, and identify potential new markets.
• Identifies and analyzes customer preferences to properly direct sales efforts.
• Assigns territories and sets quotas for sales teams.
• Consults with potential customers to understand their needs; identifies and suggests equipment, products, or services that will meet those needs.
• Resolves customer complaints, staffing problems, and other issues that may interfere with efficient sales operations.
• Collaborates with executive leadership to develop sales quotas and strategies.
• Prepares sales budget; monitors and approves expenses.
• Acts as company representative at trade association meetings.
• Performs other duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Excellent sales and customer service skills with proven negotiation skills.
• Strong supervisory and leadership skills.
• Excellent organizational skills and attention to detail.
• Proficient with Microsoft Office Suite and Salesforce.

Education and Experience:

• Bachelor’s degree in business, Business Administration, or related field, OR
• Comparable record of sales leadership experience required.
• At least three years of sales experience required.

Other duties may be assigned.

Responsibilities: 

• Utilize Salesforce, cold calls, and email to generate new sales opportunities.
• Identify the needs of prospects and suggest appropriate products or services.
• Build long-term, trusting relationships with prospects to qualify leads as sales opportunities.
• Proactively seek new business opportunities in the market
• Set up meetings or calls between (prospective) customers and sales executives.
• Report to sales manager with weekly, monthly, and quarterly results

Requirements: 

• Two or more years of experience in sales, with a track record of exceeding lead targets
• Strong communication skills via phone and email
• Proven, creative problem-solving approach and strong analytical skills.
• Strong desire and ability to move up within a sales organization

Preferred Skills and Qualifications: 

• Bachelor’s degree (or equivalent) or at least five years of relevant work experience
• Experience as a sales development representative, with a track record of achieving sales quotas
• Proficiency with Salesforce or other CRM software

Other duties may be assigned.

Responsibilities: 

• Assist department members with preparing agreements/proposals for client-specific presentations
• Assist department members with marketing/mailing campaigns
• Management of sales research and sales support personnel
• Provide administrative and sales support for the VP of Operations
• Salesforce CRM maintenance and custom report generation
• Sharefile upkeep
• Manage the Sales Manager’s inbox, including reading and responding to emails in a timely manner, prioritizing messages and flagging urgent items for the Sales Manager’s attention.
• Provide assistance with client communications, responding to client inquiries, and coordinating with the Sales Manager to ensure that client needs are met. This may involve interfacing directly with clients via phone, email, or other communication channels as needed.
• Track department members’ calendars for upcoming travel needs – organize plans with the approval of each person
• Planning and scheduling of all Sales department meetings
• Arrange necessary air travel/hotel/rental car arrangements
• Track and submit employee-paid expenses for reimbursement
• Submit completed Purchasing card statements for approval
• Approve and process PTO for the Sales department
• Routinely provides after-hours support for any divisional needs including being available after Close of Business, during vacations, holidays, or other PTO.

Requirements: 

• 3+ Years of experience in sales administration or a similar role
• Knowledge of CRM systems and Microsoft Office
• Professional appearance and presentation
• Able to handle confidential information
• Detailed oriented
• Ability to organize and coordinate multiple tasks, differentiate among competing demands and work under time pressure to meet deadlines
• Ability to understand and interpret current company policies, practices, and procedures
• Excellent organizational and time management skills
• Strong verbal and written communication skills
• Ability to work independently and as part of a team

Responsibilities: 

• Sells the Source suite of offerings persuasively, persistently, and confidently to CPAs and their commercial real estate clients
• Achieves annual sales targets
• Develops new clients and new referral sources
• Qualifies and assesses potential customers under the direction of the Vice President of Sales

• Educating CPAs, business owners, and C-level executives
• Represents Source Advisors and our services to end-clients, CPAs and accountants, industry organizations, and more
• Collaborates with internal teams to develop winning client proposals and solutions
• Engages in sales and marketing campaigns to raise awareness of Source Advisors and our value creation
• Supports the growth objectives of multiple Source Advisor’s practices
• Travels as needed to execute the mission

Requirements: 

• 3+ years of experience selling consultative tax services to CPAs and/or commercial property owners
• (and/or) 10+ years of experience in tax, accounting, or successfully leading business development in a related field
• Bachelor’s Degree in a related field of study 
• Ability to sell to C-level positions within client and prospect organizations
• Demonstrated ability to influence account decision-makers at key levels
• Experience with Salesforce
• Ability to travel within assigned area
• Commitment to integrity and quality in business
• Excellent initiative and interpersonal skills
• Self-motivated

Responsibilities include: 

•  Work with clients to procure data related to acquisition or construction and to ensure client satisfaction.
•  Analyze construction cost ledgers, contractor payment applications, and other cost documentation and reconcile to accounting records.
•  Perform takeoffs utilizing blueprints and perform physical site inspection.
•  Estimate unit costs utilizing costing manuals such as RS Means
•  Determine the appropriate tax life for each component of a building in accordance with IRS Regulations
•  Write reports and prepare schedules that support findings from analysis.
•  Communicate and resolve questions with clients.

Qualifications: 

•  Bachelor’s degree in engineering (preferred), architecture, construction management, construction engineering, electrical engineering or mechanical engineering required.
•  (4-8) or more years of cost segregation industry experience
•  Excellent interpersonal skills
•  Familiarity with construction design and construction processes. The ability to read, interpret, and explain engineering and architectural drawings is required.
•  Demonstrated ability to accurately take off quantities, estimate the cost of construction, sequence and schedule the construction for commercial buildings preferred.