Sales Lead Specialist

Sales Lead Specialist

Remote-Americas

Monday to Friday 8:00 am to 5:00 pm

The Sales Lead Specialist is responsible for generating new business opportunities by identifying and engaging with prospective clients within an assigned territory. This individual plays a key role in Corptax's go-to-market strategy by prospecting ideal-fit companies, qualifying leads, and securing introductory appointments for the Regional Sales Manager (RSM).

This position requires persistence, strong communication skills, and the ability to articulate Corptax's value to senior finance and tax professionals. While the role is not quota-carrying, it is performance-driven and critical to the overall success of the sales team.

Some of the things you will be doing:

Proactively prospect into target accounts via email, phone, LinkedIn, and other channels to generate interest and secure meetings.
Research prospective companies to identify decision-makers and understand their corporate tax environment.
Qualify inbound and outbound leads to ensure alignment with Corptax's ideal customer profile.
Coordinate and schedule introductory meetings for the assigned RSM, handing off qualified leads seamlessly.
Maintain accurate records of outreach activity, lead status, and meeting outcomes within NetSuite / Salesforce CRMs.
Collaborate with marketing and sales leadership to refine outreach messaging and campaign strategy.
Stay informed on Corptax products, industry trends, and competitor offerings to tailor conversations effectively.
Contribute to pipeline development goals by consistently achieving outreach and appointment-setting benchmarks.

What technical skills, experience, and qualifications do you need?

1-3 years of experience in a lead generation, business development, or inside sales role (preferably B2B).
Bachelor's degree or equivalent work experience.
Experience working with NetSuite, Salesforce or similar CRM platform.
Comfortable reaching out to and engaging mid-to-senior-level finance and tax professionals.
Strong written and verbal communication skills.
Interest in enterprise software, tax technology, or finance is a plus.

Additional attributes:

Excellent communicator - confident in crafting compelling messages and engaging new contacts
Tenacious and self-motivated - thrives on meeting goals and pushing past rejection
Detail-oriented - keeps track of multiple outreach campaigns and prospecting strategies
Curious and coachable - eager to learn about tax technology and Corptax's value proposition
Organized and efficient - able to manage daily outreach while keeping CRM data clean and updated
Team player - collaborates closely with Regional Sales Managers to achieve shared goals