Client Engagement Specialist - Accounting Services

Job you will do

Typical Day in the Life

A typical day as a Client Engagement Specialist (Accounting Services) might include:

• Creating leads for CPAs, consultants and business developers
• Serving as a sales lead responsible for driving market share for Eide Bailly professional services
• Making outbound calls to clients and prospects as follow-up from webinars, channel partner leads, industry and regional marketing campaigns, and promoting various technology tools and professional services in order to achieve personal sales goals/quota
• Identifying prospects or client needs with the ability to effectively communicate potential solutions and benefits provided by Eide Bailly professional services group
• Generating adequate pipeline from calling campaigns and target lists to build a sales funnel
• Maintaining personal records of sales activities and results in Salesforce daily
• Demonstrating effective understanding of the full-service offerings of Eide Bailly

 

Who You Are

• You have a Bachelor's degree or equivalent experience required; major in business preferred
• You are an Inside Sales professional with a minimum of 2 years of demonstrated success with experience in professional services industry and/or B2B software sales preferred
• You have strong verbal and written communicator who can gain an understanding of market conditions, competitor products, pricing to leverage this knowledge and effectively communicate Eide Bailly's services and key differentiators
• You are a trusted individual who maintains high standards for self and team
• You are a self-starter who takes initiative and works well independently and as part of a team
• You are a competitive individual who can thrive in a fast-paced, high energy environment
• You are an organized individual who can follow a metric-driven sales process to achieve sales and activity goals while maintaining up-to-date prospect and client information in Salesforce
• You are proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook, and SharePoint) and CRM
• You have the ability to travel as needed, up to 10%
• This role may require some overtime hours

Must be authorized to work in the United States permanently without the requirement of sponsorship at any point in the future.

 

What to Expect Next

We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page.

 

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About the team

Who We Are

Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 14 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it!

 

 

Why You'll Love Working Here

At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events.