Dental Sales Associate Jobs

Sales Intake and Lead Qualification

• Correspond with the dentist and discuss service needs, answer questions regarding Aprio services while achieving or exceeding conversion rate targets
• Coordinate a warm introduction to salesperson(s) for respective Aprio service(s)
• Manage and operate a sales intake queue for a national referral source
• Correspond with the referring party to determine our potential client’s needs (the dentist), answer questions and inquiries regarding all relevant Aprio services
• Create and deliver scripted sales pitches and work
• Vigilantly document all communication with referral sources and potential clients via Hubspot

Core Responsibilities

• Identify client (dentist) needs for those services and connect the dentist with internal subject matter experts for scoping, closing the sale and ultimately delivery
• Understand and work in Hubspot for sales intake and delivery
• Develop understanding of the (currently) 14 core Aprio Dental Services

Ongoing Sales Cycle Support

• As part of transitioning the qualified lead, support the Aprio salesperson(s) in communications, document requests, information flow, etc. with prospective clients
• Assist in sales pipeline management by maintaining deal status, following up on tasks, adequacy of information received, etc.

Sales Enablement Strategy

• Build and develop relationships with relevant Aprio employees to increase efficiency and responsiveness
• Increase sales efficiency by using technology and automation to work faster, smarter and increase sales conversion rates
• Continuously improve through feedback from your peers on sales performance and conversation rates
• Identify opportunities for the DPT and sales team to improve and streamline the current sales processes

Reporting and Data Management

• Assist with daily, weekly, and monthly reporting on sales intake and submissions to firm leaders
• Assist with updating, maintaining and cleaning up Hubspot data and reporting for the sales team
• Assist with deal stage reporting to track KPIs established by DPT
• Leverage existing reporting to identify and remediate record-level data quality issues on an ongoing basis
• Identify recurring sources of data quality issues (ie root cause analysis) and elevate them for remediation at the source

Qualifications:

• Proven ability to communicate effectively both verbally and in writing
• A bachelor's degree in Communications, Business, or related field
• Ability to act in a responsive manner to client inquires and requests; escalate the more difficult issues as necessary
• Ability to be flexible in changing work priorities and handle numerous projects at the same time
• Ability to review sales data, interpret statistics and meet sales targets
• Minimum of 2+ years’ experience in sales related role

• Flexible Spending Account and Dependent Care Account
• 9+ holidays and discretionary time off structure
• Incentive compensation related to origination of new client sales
• Medical, Dental, and Vision Insurance on the first day of employment
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• 401k with Profit Sharing
• Parental Leave – coverage for both primary and secondary caregivers
• Flexible working environment including remote and hybrid options
• Top rated wellness program

• Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
• A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
• Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
• Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
• An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
• Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.