Client Relationship Manager

2 weeks ago


Cape Town, Western Cape, South Africa Fusion CPA Full time
_
Who we are_


Fusion CPA is an award-winning outsourced accounting, tax planning strategy, and growth advisory firm headquartered in San Juan, Puerto Rico, with an office in Atlanta, GA.

We are a very technologically forward-thinking and growth-minded firm, which extends to our clients and staff. Our clients rely on us to help them stabilize, analyze, and grow their businesses. Because we do a great job of this, we're growing and are looking to bring on a highly skilled and motivated
Client Relationship Manager specializing in US Taxation to join our remote team in South Africa into our fold
-
Who you are_

  • We are looking for someone in a similar role but looking for a homebased/remote opportunity and comfortable working Eastern standard business hours, 8:30 AM 5:30 PM EST._

Compensation:

-
Base Salary:R600,000
  • R900,000, based on experience
-
Commission:Earn a competitive commission of 5-15% on revenue from new clients acquisitions
-
Performance Bonuses:Quarterly bonuses for achieving sales targets

Key Responsibilities:

  • Convert inbound leads into clients, focusing on US tax services
  • Conduct discovery and sales calls via Zoom with professionalism
  • Manage client onboarding and relationshipbuilding

Requirements:

  • Bachelor's in Business Administration, Managerial Science, or Finance
  • CA(SA) certification
  • 3+ years of inbound sales experience, preferably in a CPA or financial advisory firm
  • Proficiency in US tax forms and principles
  • Strong sales acumen and client management skills

Benefits:

  • A marketrelated salary based on your experience
  • We're a fully remote team with team members located in the US, Puerto Rico, and South Africa.
  • Work from wherever you have access to a fast internet connection.
  • PTO: Vacation, Holiday, and Sick
-
The Fusion CPA Way_

We have an unbeatable culture dedicated to developing leaders within our industry.

Our vision is to create a financial foundation & culture of accountability wherein CPAs & clients thrive together We intend to be the CPA firm of the future.

Individuals who exhibit the following characteristics tend to be a great cultural fit for Fusion CPA.
-
Attention to Detail
The diligence we show in our work makes the work of the next person clear and clean.
-
Customer Service
Understanding that our best clients are our current clients and the referrals they can give us helps us grow.
-
Respect
We respect the value of everyone's time and priorities.
-
Passionate
We take immense pride in our work and constantly strive to meet and exceed Fusion's expectations.
-
Accountable
We hold ourselves independently accountable for the work we are entrusted with
-
People
Recognize the need for both emotional stability and the desire for growth. Our people are our most valuable asset & we support them however we can.
-
How to apply_

Pay:
R600, R900,000.00 per year

Experience:

  • US tax forms and principles: 2 years (required)
- inbound sales in a financial advisory firm: 3 years (required)

License/Certification:

  • CA(SA) qualification (required)
Application Deadline: 2023/12/04
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