Job Information
Sage Accountant Retention Specialist in hybrid, United States
Accountant Retention Specialist
Job Description:
As our Sage Accountant Retention Specialist, you are responsible for daily meeting and exceeding assigned sales goals and objectives through accountant retention, add-on sales, upgrades to existing accounts, and/or migration to additional Sage cloud products/services while delivering extraordinary accountant experience. To thrive in this role, you must employ a consultative, value-based selling approach to increase the adoption and utilization of Sage solutions via renewals, add-ons, upgrades, cross-selling, and connected services while learning and exhibiting Sage policies, values, and sales processes.
Key Responsibilities:
• Leverage an accountant success mindset to drive effective change across critical touchpoints by tracking performance while working within the organization to deliver a seamless experience.
• Input, update, and maintain accountant and/or accountant order data, including accountant-client relationship data inputs and orders, and track and maintain accurate records of all activities, target close dates, sales potential, and close probabilities.
• Learn complex processes and systems on time, turning what you have learned into actionable productivity.
• Provide accountants with an excellent experience via inbound queue calls and outbound calls to the active base to update accountant data and/or identify cross-sell and upsell opportunities while working alongside Practice Success / Account Management colleagues.
• Use root cause analysis to identify problems, and use your technical knowledge to resolve issues and remove barriers.
Qualifications:
• 1+ years of business-to-business consultative sales, customer service, or sales development experience with a basic understanding of sales techniques and the ability to upsell or cross-sell products is extremely beneficial.
• Proficient with Microsoft Outlook, Excel, Word, and PowerPoint.
• Basic accounting principles and terminology knowledge are a plus (not required), but the right candidate will possess a genuine interest in accounting and helping small businesses and accountants succeed!
• Familiarity with Customer Relationship Management (CRM) software such as Salesforce or HubSpot is a plus.
• Multi-lingual a plus, as we have a diverse accountant base!
Your benefits at Sage:
• Comprehensive health, dental, and vision coverage
• 401(k) retirement match (100% matching up to 4%)
• 21 days paid time off (+1 floating holiday)
• 5 days paid yearly to volunteer (through Sage Foundation)
• Sage Wellness Rewards Program (flexible ways to use wellness credit and fitness reimbursement)
• A library of on-demand career development options and ongoing training offerings
Hear from our employees:
According to our employee feedback on Comparably, we scored a 4.8/5 rating on company culture, and our employees gave our CEO a score of 90/100. We also won awards in 2021 for Best Company regarding diversity, compensation, women, work-life balance, leadership, and career growth, to name a few.
Dig deeper about who we are:
Who is Sage:https://www.sage.com/en-us/company/about-sage/
Life at Sage:https://www.sage.com/en-us/company/careers/
Our Values & Behaviors:https://www.youtube.com/watch?app=desktop&v=vt5JXf-Gwno&feature=youtu.be
How we make a difference:https://www.sage.com/en-us/company/sage-foundation/
Sage Business Cloud - SaaS for Every Business:https://www.sage.com/en-us/products/
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Function:
Sales
Country:
United States
Office Location:
Atlanta
Work Place type:
Hybrid
Advert
Working at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.
Our colleagues are the best of the best. Because to achieve extraordinary outcomes, we need extraordinary teams. This means infusing Sage with people who knock down barriers, continuously innovate, and want to experience their potential.
Learn more about working at Sage:sage.com/en-us/company/careers/working-at-sage/
Watch a video about our culture:youtube.com/watch?v=h1-vs3zIpnc
We celebrate individuality and welcome you to join us if you embrace all backgrounds, identities, beliefs, and ways of working. If you need support applying, reach out atcareers@sage.com.
Learn more about DEI at Sage:sage.com/en-us/company/careers/diversity-equity-and-inclusion/