Lead Manager

hace 20 horas

Desde casa, México Investor's Tax Pros A tiempo completo

Company: Pacific Crest Tax Advisors

Schedule: Full-Time, Wednesday to Saturday, 8:00 AM–5:00 PM (Pacific Time)

Work Type: 100% Remote

Language Requirement: Fluent English (spoken & written)

About Pacific Crest Tax Advisors

Pacific Crest Tax Advisors is a U.S.-based tax advisory firm that helps real estate investors, business owners, and high-income earners reduce their tax burden through strategic planning and proactive guidance.

Our leads come from BiggerPockets, meaning every prospect is warm, educated, and actively seeking tax help — no cold calling, no high-pressure selling.

This role is ideal for someone who is confident on the phone, understands consultative sales, and can close tax preparation services directly or escalate complex cases to an advisor for deeper planning conversations.

Role Overview

As a Lead Manager / Tax Sales Closer, you will be responsible for handling inbound leads, conducting qualification and discovery calls, and converting qualified prospects into paying clients.

You will:

  • Close straightforward tax preparation engagements
  • Identify higher-complexity or advisory opportunities and hand them off to a senior tax advisor
  • Act as the bridge between prospects and advisors, ensuring a smooth, professional client experience

Key Responsibilities

  • Conduct inbound discovery and sales calls with BiggerPockets leads
  • Qualify prospects based on income level, entity structure, real estate activity, and tax complexity
  • Confidently quote and close tax preparation services when appropriate
  • Identify advisory or complex planning needs and schedule calls with a senior advisor
  • Handle objections professionally and ethically (pricing, timing, value)
  • Manage follow-ups via phone, SMS, and email
  • Maintain accurate records in GoHighLevel (GHL) CRM
  • Ensure smooth handoff notes and context when escalating to an advisor
  • Follow up with undecided prospects and no-shows
  • Maintain a consultative, educational, and trust-based sales approach

Ideal Candidate

  • Fluent, confident English with a neutral accent
  • Strong phone presence and ability to lead conversations
  • Prior experience in:
  • Sales closing
  • Appointment setting + closing hybrid roles
  • Financial services, tax, accounting, or professional services (preferred)
  • Comfortable discussing pricing and guiding prospects to decisions
  • Able to distinguish between tax prep vs. advisory-level clients
  • Highly organized and experienced with CRMs
  • Reliable internet, quiet home office, and ability to work U.S. Pacific hours

Compensation

Base Salary:

  • 10,000–15,000 MXN per month (depending on experience)

Performance-Based Commissions:

  • 750 MXN for each tax prep client closed
  • 1500 MXN for each client who signs an advisory engagement after advisor call
  • Additional performance bonuses available

(Comp plan can scale as volume increases)

Growth Opportunity

This role is designed as a revenue-facing position with clear advancement paths into:

  • Senior Sales Closer
  • Client Success Manager
  • Advisory Support / Pre-Advisor Role

High performers can grow within 6–12 months based on close rate, quality of handoffs, and client satisfaction.

Job Type: Full-Time

Experience Required:

  • Remote work experience: 1 year (Required)
  • Sales or appointment-setting experience: 1 year (Required)

Work Location: Remote

Job Types: Full-time, Commission

Pay: $10, $150,000.00 per month

Experience:

  • sales: 1 year (Required)

Language:

  • English (Required)

Work Location: Remote

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