ABOUT CLARUS R+D

Clarus R+D is the leader in world-class technology that enables every business to unlock the full value of R&D tax incentives for innovation and growth. Founded by tax and technology experts, our cloud-based software delivers access, compliance, and clarity for federal and state R&D programs. With Clarus R+D, companies of all sizes can maximize the power of R&D tax incentives to significantly impact their business.

POSITION OVERVIEW

In this role, you will follow a predictive sales process to close opportunities over consultative video and phone meetings. You will be the first face of Clarus R+D that prospects will see, so you will need to exude confidence in your knowledge of the R&D tax credit, how it applies to their business, what our methodology is for claiming it, and why hundreds of CPAs and thousands of direct customers choose us. The ideal individual enjoys discussing business issues and can help prospects understand the ROI of our exclusive offering. Executive presence and the ability to gain the attention and respect of business leaders is critical. A successful account executive is dedicated to providing value to business owners and positions themselves as an expert consultant.

DUTIES AND RESPONSIBILITIES

• Lead consultative meetings with SMB C-level prospects and tax executives about the R&D tax credit and Clarus R+D’s methodology to claim it
• Move prospects through the sales process with appropriate follow up to efficiently advance to a close
• Collaborate with the sales team with feedback and ideas to increase conversion from leads to customers
• Document all client and prospect interactions in Salesforce
• Execute contract signing and, after the sale, accurately handoff to account management and expert teams
• Ensure customer success immediately following implementation

SKILLS AND QUALIFICATIONS

• Minimum one year sales experience in a structured sales environment – inside sales with outbound calling preferred
• Demonstrated record of achievement in prior sales related positions – creativity is a plus
• Background in consultative sales with decision makers, especially small business owners, entrepreneurs, and C-level executives
• Excellent verbal, written, and meeting skills supported by strong interpersonal skills
• Strong and confident phone and video meeting presence
• Ability to learn quickly and communicate product/service value proposition
• Ability to juggle multiple prospects with timely, responsive follow up
• Familiarity with activity and task tracking in Salesforce
• High energy, positive, and achievement driven
• Takes direction but is a self-starter and works independently toward goals
• Experience with startup businesses and early stage entrepreneurs is a big plus

TECHNICAL ENVIRONMENT

• Salesforce
• HubSpot
• PandaDoc
• Calendly
• Google Workspace
• Slack