Client Acquisition Executive - U.S. Tax and Accounting Services

About Maple Tax Consulting Pvt Ltd

Maple Tax Consulting Pvt Ltd is focused on expanding its clientele for U.S. tax and accounting services by hiring a motivated Client Acquisition Executive.

Key Duties and Responsibilities

• Generate new client leads through cold calls, referrals, social media channels, and online platforms.
• Introduce prospective clients to the firm's U.S. tax and accounting offerings.
• Identify the needs of clients and suggest suitable tax solutions.
• Arrange appointments with our tax professionals for consultations.
• Consistently follow up with potential clients until they become long-term customers.
• Maintain detailed records of all leads, client communications, and call logs.
• Establish and nurture enduring relationships with clients.
• Collaborate with the tax preparation team to ensure seamless client onboarding.
• Meet monthly targets related to client acquisitions and revenue generation.
• Respond quickly to client queries through phone, email, or messaging apps.
• Present the organization professionally and uphold excellent customer satisfaction standards.