Sales Associate

Are you a relationship builder who thrives in consultative sales and wants to make a real impact in a growing profession? At Boomer Consulting, Inc., we’re looking for a Sales Associate who’s passionate about helping others succeed. In this role, you’ll connect accounting firms with powerful peer communities and solution providers with meaningful sponsorship opportunities that drive the profession forward.

You’ll have the opportunity to travel to top industry events, build a strong professional network, and collaborate with a supportive, forward-thinking team. This salaried, non-commissioned position is perfect for someone who values autonomy, personal growth, and long-term relationships over quick transactions.

Roles & Responsibilites 

Sales & Client Relationship Management

• Sell Boomer Consulting's peer community memberships to qualified accounting firms through consultative and strategic sales techniques.
• Cultivate new and existing vendor relationships to sell sponsorship opportunities for Boomer programs, events, and platforms.
• Understand the unique needs of prospects and match them with appropriate services and communities.
• Manage a high volume of prospect interactions and maintain clear follow-up strategies to advance the sales pipeline.

Event & Conference Engagement

• Represent Boomer Consulting at accounting industry events and conferences to strengthen relationships, meet new prospects, and generate sponsorship leads.
• Schedule and conduct on-site meetings with clients and vendors to enhance face-to-face relationship-building.

Sales Process Coordination

• Collaborate with internal consultants and the broader Growth Team to support a team-based sales strategy.
• Set consultants up for success by sharing insights into client needs prior to onsite engagements or peer community meetings.
• Collaborate on the sponsorship sales, including identifying upsell or cross-sell opportunities.

CRM & Proposal Development

• Use HubSpot to maintain accurate and timely sales records, including pipeline management, contact history, and reporting.
• Prepare and manage sales agreements.
• Lead follow-up calls and proposal discussions to support long-term client and vendor relationships.
• Deliver updates during weekly staff & growth meetings regarding prospecting activity, proposal development, and closed deals.
  

Experienece 

• Bachelor's degree in business, communications, or related field, or associate's degree with relevant experience
• Minimum of 2+ years of experience in B2B sales, business development, or client-facing relationship management. Experience working with professional services, public accounting, or vendor service accounting firms is a plus
• Experience using HubSpot or other CRM tools for managing leads, tracking activity, and generating reports
• Proficiency in Microsoft Word, Excel, and PowerPoint, with experience in Google Suite.
• Proven success in consultative sales with strong communication, organization, and self-management skills to handle multiple client relationships independently.
• Experience in community or sponsorship sales, vendor or partner relationship management, and a passion for connecting people with long-term, value-driven solutions.

Remote Work & Collaboration

• Remote position with standard office hours of 8:00 am to 5:00 pm Central Time, Monday through Friday—flexible as needed based on team and client needs
• Travel Required: Estimated 15-20% travel to industry events, conferences, and internal team collaboration
• Candidates must have a reliable internet connection and a dedicated home workspace.
• BCI provides necessary equipment for remote work and fosters a culture of integration through virtual team-building and company events.
  

Featured benefits

• Flexible Paid Time Off (Responsible PTO): Recharge when needed without worrying about limits, supporting a healthy work-life balance.
• Comprehensive Health Insurance: Inclusive of medical, dental, and vision plans to keep you and your family covered.
• 401(k) with Employer Match: Secure your future with a retirement plan and company contributions to support your savings goals.
• Technology Kit: State-of-the-art equipment provided to support your productivity, whether remote or onsite.
• Professional Development Opportunities: Access to training, workshops, and resources to help you grow in your career.
• Additional Perks: Includes a company-provided cell phone, Costco or Sam's Club membership, company swag, and more!
  

About Boomer Consulting,  Inc. 

At Boomer Consulting, Inc. (BCI), we help CPA firms achieve sustainable success through innovative training, communities, and consulting services in Leadership, Talent, Growth, Technology, and Processes. As a cutting-edge and respected organization, our team drives progress and innovation within the accounting profession. Joining our team means being part of a collaborative environment where your contributions are valued and celebrated.

Boomer Consulting, Inc. is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.