<p>Our client, a leader in providing document management and process automation solutions, is seeking a dynamic <strong>Inside Sales/Appointment Setter</strong> to join their team on a <strong><u>contract-to-hire basis in Plano, TX.</u></strong></p><p><br></p><p><strong>Position Overview:</strong></p><p>As an Inside Sales/Appointment Setter, you will play a crucial role in generating new business opportunities and building relationships with prospective clients. You will work closely with the sales and marketing teams, reaching out to potential leads, scheduling appointments, and contributing to the success of the organization's growth objectives.</p><p><br></p><p><strong>Key Responsibilities:</strong></p><p><strong>Lead Generation & Prospecting:</strong></p><ul><li>Identify, research, and target potential clients in industries that would benefit from document management and process automation solutions.</li><li>Effortlessly collaborate with the sales team to align strategies for prospect outreach based on target markets.</li></ul><p><strong>Outbound Calls & Engagement:</strong></p><ul><li>Proactively conduct outbound calls to introduce potential clients to the company's innovative solutions.</li><li>Follow up on inbound leads generated by marketing campaigns to build meaningful connections and convert interest into appointments.</li></ul><p><strong>Appointment Setting:</strong></p><ul><li>Schedule meetings or demonstrations for senior sales representatives to present tailored solutions to prospective clients.</li><li>Ensure all appointments are appropriately logged in the CRM system and confirmed with clients.</li></ul><p><strong>Pipeline Management:</strong></p><ul><li>Document all client interactions and maintain up-to-date information on leads in the company CRM system.</li><li>Monitor and nurture leads throughout the sales cycle to ensure follow-through and conversion.</li></ul><p><strong>Knowledge & Training:</strong></p><ul><li>Develop a strong understanding of document management tools and process automation technologies to effectively communicate their value to prospects.</li><li>Continuously stay up to date with industry trends and the competitive landscape.</li></ul>
We are looking for a motivated and results-driven Appointment Setter to join our team in Frisco, Texas. In this position, you will play a crucial role in supporting our sales team by connecting with decision-makers across various industries, including education, government, and legal sectors. This opportunity offers room for growth, with the potential to advance into a Sales Executive role.<br><br>Responsibilities:<br>• Conduct high volumes of outbound calls to engage decision-makers in school districts, government agencies, and court systems.<br>• Schedule meetings between Sales Executives and potential clients to facilitate deal closures.<br>• Utilize a proactive and strategic approach to identify and secure new leads.<br>• Collaborate with the sales team to achieve monthly appointment-setting targets.<br>• Build rapport with stakeholders to create opportunities for long-term partnerships.<br>• Maintain accurate records of outreach activities and appointments in the system.<br>• Partner with Laserfiche to leverage its strong industry reputation in discussions with prospects.<br>• Adapt communication strategies to suit diverse customer profiles and industries.<br>• Stay informed about product offerings and market trends to enhance client interactions.
We are looking for a highly skilled Tax Manager to join our detail-oriented services team in Carrollton, Texas. This role is ideal for an experienced tax expert who thrives in a dynamic environment and is passionate about delivering exceptional client service. As a key leader in the firm, you will oversee tax compliance, planning, and team management while ensuring adherence to regulatory standards.<br><br>Responsibilities:<br>• Manage the preparation and review of tax returns for corporations, partnerships, nonprofits, and individuals, ensuring accuracy and compliance.<br>• Develop and implement effective tax planning strategies to help clients minimize liabilities and optimize their financial outcomes.<br>• Lead and mentor a team of tax experts, fostering growth and promoting a culture of continuous improvement.<br>• Stay updated on changes in tax laws and regulations, ensuring the firm and clients remain compliant with all requirements.<br>• Identify and address tax-related risks by establishing robust controls and review processes.<br>• Participate in business development efforts, including networking and relationship-building with potential clients and industry professionals.<br>• Provide guidance on entity formation and tax implications for new business ventures.<br>• Utilize tax software such as CCH ProSystem Fx and CCH Sales Tax to streamline processes and improve efficiency.
<p>We are looking for a motivated and results-driven <strong><u>Appointment Setter/Inside Sales Rep to join our team in Frisco, Texas. </u></strong>This position offers an excellent opportunity to grow within a company that specializes in document automation software and services. The role involves engaging with decision-makers across various industries to schedule appointments for Sales Executives and contribute to the overall success of the sales team.</p><p><br></p><p>Responsibilities:</p><p>• Conduct high volumes of outbound calls to potential clients, including school districts, government agencies, and court systems.</p><p>• Engage with decision-makers to schedule appointments for Sales Executives.</p><p>• Work collaboratively with the sales team to ensure seamless follow-ups and deal closures.</p><p>• Utilize a proactive and strategic sales approach to identify new opportunities.</p><p>• Represent the company and its partner, Laserfiche, known for its strong brand recognition in the industry.</p><p>• Maintain accurate records and update the CRM system with client information and call outcomes.</p><p>• Stay informed about industry trends and client needs to effectively communicate the value of upgrading technology solutions.</p><p>• Meet or exceed monthly appointment-setting goals to contribute to team success.</p><p>• Demonstrate initiative and ambition to advance into higher sales roles within the organization.</p>
<p>We are looking for a detail-oriented <strong><u>HR Admin/Assistant</u></strong> to join a team on a <strong><u>contract basis</u></strong> in the financial services industry in <strong><u>Dallas, Texas.</u></strong> In this role, you will play a key part in maintaining efficient office operations and supporting HR initiatives. The ideal candidate is organized, adaptable, and capable of handling administrative tasks with precision and discretion.</p><p><br></p><p>Responsibilities:</p><p>• Manage the inventory of office supplies, including ordering and organizing snacks, beverages, and other consumables.</p><p>• Coordinate food orders for meetings and events, ensuring timely delivery and cost-effectiveness.</p><p>• Place orders and monitor shipments for office and HR supplies, ensuring accurate tracking and receipt.</p><p>• Digitize employee records by scanning, organizing, and uploading documents into the system while maintaining confidentiality.</p><p>• Assist with general administrative tasks such as filing, document management, and preparing simple reports.</p><p>• Provide on-demand administrative support to HR and management teams as required.</p><p>• Ensure all administrative activities comply with company policies and procedures.</p><p>• Maintain the accuracy and security of sensitive employee information while supporting HR initiatives.</p><p>• Use organizational skills to prioritize tasks and adapt to changing office needs effectively.</p>
