Inside Sales Representative

• Respond to high volumes of inbound chats and emails from existing clients using free credits or trial periods
• Take incoming phone calls when customers request direct conversations
• Guide customers through package options, pricing tiers, and licensing models
• Manage common objections using provided sales playbooks
• Close transactions using assisted checkout in CRM/sales tools
• Identify complex, multi-seat, or enterprise-level opportunities and route them to Account Managers with detailed handover notes
• Document 100% of customer interactions, purchase intent, objections, and usage trends in CRM daily
• Maintain high pipeline accuracy
• Handle escalated “talk to someone” requests from self-serve portals
• Run proactive outbound campaigns to an installed base based on usage triggers, averaging 40–60 touches per day across chat and email
• Support seasonal marketing campaigns
• Meet or exceed KPIs, including chat response times under 60 seconds, deal cycles under 5 or 3 business days depending on phase, and CSAT above 4.2
• Act as an extension of clients’ global commercial teams to drive revenue growth among existing accounting and audit firms
• Guide free-credit clients through conversion from free to paid accounts
• Explain package tiers, address questions, handle objections, and close deals directly using CRM tools

• 2+ years of experience in B2B SaaS inside sales, chat sales, or high-volume inbound SDR/BDR roles
• Proven record of meeting or exceeding sales quotas and conversion metrics
• Experience closing deals over live chat, such as Intercom or similar tools
• Ability to manage multiple simultaneous conversations with speed and accuracy
• Exceptional written English skills for chat and email
• Confident, professional spoken English for calls
• Direct experience using Salesforce or a similar CRM daily to manage leads, opportunities, and log communication
• Complete willingness and availability to work fixed, rostered night/mid-afternoon shifts covering North American and European business hours and Philippine holidays
• Exceptional written and verbal English communication skills
• Experience with technical/customer support or regularly interacting with clients on technical matters
• Previous experience selling software, tools, or services to accounting, audit, or financial professional services firms (nice-to-have)
• High comfort level learning, understanding, and explaining AI-powered analysis or data software products (nice-to-have)
• Experience converting free-tier, trial, or freemium users to paid recurring plans (nice-to-have)
• Familiarity with CPQ workflows or guided checkout systems (nice-to-have)
• Fluency in French, German, or Dutch (highly valued; nice-to-have)
• Strong team player with a supportive and friendly attitude
• Proactive and can-do approach to work
• Genuine interest in helping people solve problems and caring about customer experience
• Passion for continuous learning and self-improvement

• Performance-based commission/bonuses
• Equipment provided
• HMO
• 13th month pay
• Good work life balance
• Respectful work environment
• Fully remote work arrangement