Overview
TRM CPA
has earned the distinction of being ranked
10th in 2025 Accounting Today's Best Accounting Firms to Work For
and ranked
1st in 2026 America's Best Workplaces ! Job Description Are you a driven and persuasive communicator who thrives in a fast-paced sales environment? Do you enjoy building relationships and helping clients find the right solutions to meet their needs? Are you growth-minded and eager to join a firm where there are incredible opportunities for advancement and skill development? If so, we at TRM CPA would love to chat with you about our
Sales Specialist
role based in
Jupiter, Florida !
Work Location
Position in primarily remote within South Florida (Orlando, Tampa, Miami, etc..)
Team members must be able to attend in-office training more frequently during the first 90 days, and quarterly sales training days in Jupiter thereafter.
What You'll Do – 90-Day Outlook First 30 Days
Learn our value proposition and how we help clients build long-term wealth.
Shadow with our sales team to understand our services, ideal client profile, and how we approach consultative sales.
Understand the background of our ideal clients—what we are looking for, why clients are successful with us, how to spot a great prospect.
Learn the current business development tools and understand key metrics for success in your role.
By 60 Days
Build an opportunity pipeline by engaging with new prospective accounts.
Advance in-depth knowledge of our firm’s solutions, industry trends, and competition.
Maintain organized records of all interactions and opportunities in HubSpot.
By 90 Days and Beyond
Consistently meet or exceed monthly quota and pipeline generation targets.
Deliver accurate weekly/monthly forecasts to leadership.
Collaborate with marketing and client success to refine messaging and lead quality.
Contribute to sales process improvements and knowledge-sharing within the team.
Responsibilities
Manage inbound outreach via phone, email, and social platforms
Qualify leads and guide prospects through the sales process to booked consultations
Track all sales activities and interactions in HubSpot CRM
Consistently exceed monthly quotas and performance targets
Collaborate with marketing and service teams to improve lead quality and conversion
Represent TRM CPA with professionalism and energy at every touchpoint
Requirements
Bachelor's degree in marketing, business, or a related field
2–6+ years of closing experience in high-ticket B2B services
Confident communicator with a persuasive phone presence
Thrives in a fast-paced, metrics-driven sales environment
CRM proficiency (HubSpot or similar)
Energetic, coachable, and highly goal-oriented
Based in or able to commute to Jupiter, Florida
Core Values
Integrity
– We do what’s right over what is easy
Ownership
– We take initiative and accept responsibility
Humility
– We stay humble and open-minded to new ideas
Teamwork
– We value people over numbers and believe we can go farther by working together
Positivity
– We face challenges with optimism
Excellence
– We go above and beyond in all we do
Growth
– We push the limits of our abilities and strive to be better every day
Awesomeness
– We create fun and a little weirdness
Job Type
Paid time off
Regular team events at travel destinations
#J-18808-Ljbffr
TRM CPA
has earned the distinction of being ranked
10th in 2025 Accounting Today's Best Accounting Firms to Work For
and ranked
1st in 2026 America's Best Workplaces ! Job Description Are you a driven and persuasive communicator who thrives in a fast-paced sales environment? Do you enjoy building relationships and helping clients find the right solutions to meet their needs? Are you growth-minded and eager to join a firm where there are incredible opportunities for advancement and skill development? If so, we at TRM CPA would love to chat with you about our
Sales Specialist
role based in
Jupiter, Florida !
Work Location
Position in primarily remote within South Florida (Orlando, Tampa, Miami, etc..)
Team members must be able to attend in-office training more frequently during the first 90 days, and quarterly sales training days in Jupiter thereafter.
What You'll Do – 90-Day Outlook First 30 Days
Learn our value proposition and how we help clients build long-term wealth.
Shadow with our sales team to understand our services, ideal client profile, and how we approach consultative sales.
Understand the background of our ideal clients—what we are looking for, why clients are successful with us, how to spot a great prospect.
Learn the current business development tools and understand key metrics for success in your role.
By 60 Days
Build an opportunity pipeline by engaging with new prospective accounts.
Advance in-depth knowledge of our firm’s solutions, industry trends, and competition.
Maintain organized records of all interactions and opportunities in HubSpot.
By 90 Days and Beyond
Consistently meet or exceed monthly quota and pipeline generation targets.
Deliver accurate weekly/monthly forecasts to leadership.
Collaborate with marketing and client success to refine messaging and lead quality.
Contribute to sales process improvements and knowledge-sharing within the team.
Responsibilities
Manage inbound outreach via phone, email, and social platforms
Qualify leads and guide prospects through the sales process to booked consultations
Track all sales activities and interactions in HubSpot CRM
Consistently exceed monthly quotas and performance targets
Collaborate with marketing and service teams to improve lead quality and conversion
Represent TRM CPA with professionalism and energy at every touchpoint
Requirements
Bachelor's degree in marketing, business, or a related field
2–6+ years of closing experience in high-ticket B2B services
Confident communicator with a persuasive phone presence
Thrives in a fast-paced, metrics-driven sales environment
CRM proficiency (HubSpot or similar)
Energetic, coachable, and highly goal-oriented
Based in or able to commute to Jupiter, Florida
Core Values
Integrity
– We do what’s right over what is easy
Ownership
– We take initiative and accept responsibility
Humility
– We stay humble and open-minded to new ideas
Teamwork
– We value people over numbers and believe we can go farther by working together
Positivity
– We face challenges with optimism
Excellence
– We go above and beyond in all we do
Growth
– We push the limits of our abilities and strive to be better every day
Awesomeness
– We create fun and a little weirdness
Job Type
Paid time off
Regular team events at travel destinations
#J-18808-Ljbffr