Client Intake & Sales Specialist
Listed on 2026-10-24
-
Sales
Sales Consultant, CRM Systems & Management, Business Development, Client Relationship Management
- 401(k)
- Free food & snacks
- Opportunity for advancement
- Paid time off
- Training & development
Location: Atlanta, GA - Atlanta Office
Position: Full-Time | In-Office
Compensation: Competitive hourly pay, based on experience
We are seeking a highly motivated, professional, and results-driven Client Intake & Sales Specialist to join our growing team at our Atlanta office.
This position is ideal for someone who enjoys building relationships, communicating with business owners, and converting qualified leads into long-term client engagements.
Key Responsibilities- Serve as the first point of contact for prospective clients through phone calls, emails, referrals, and marketing inquiries.
- Conduct initial discovery calls to understand prospective clients' needs.
- Qualify leads for tax planning, accounting, bookkeeping, and Fractional CFO services.
- Schedule consultations with our tax strategists and advisory team.
- Follow up consistently with prospective clients and outstanding proposals.
- Assist with service proposals, engagement agreements, and client onboarding.
- Manage and update the sales pipeline using our CRM.
- Track qualified leads, scheduled consultations, show rates, and conversion rates.
- Deliver an exceptional, professional client experience.
- Minimum 2 years of experience in sales, client intake, customer service, or account management preferred.
- Strong communication, relationship-building, and consultative sales skills.
- Experience with CRM systems such as Go High Level , Hub Spot, or Salesforce preferred.
- Highly organized, detail-oriented, and disciplined with follow-ups.
- Comfortable working with sales goals and performance expectations.
- Experience in professional services, accounting, legal, or financial services is a plus.
At King of Kings, we value teamwork, integrity, accountability, excellence, and continuous improvement.
We are looking for someone who takes initiative, communicates openly, follows through on commitments, and maintains exceptional professional standards.
Our ideal candidate is self-driven, coachable, results-oriented, and seeking a long-term career with opportunities for growth.
Schedule- Monday through Friday, full-time.
- Position is based at our Atlanta office.
- Weekend availability required during peak tax season based on business needs.
King of Kings Business & Tax Advisory is an equal opportunity employer.
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