Company Description Elevate Tax Software is a next-generation financial technology company focused on simplifying tax preparation and financial management through advanced technology. Our platform combines AI, automation, budgeting tools, document management, tax estimation, and professional tax support in one secure digital experience. Customers can upload receipts, bank statements, paystubs, and tax documents while receiving intelligent financial insights and optional expert assistance. Our mission is to make tax and financial management simpler, smarter, and more accessible for individuals and businesses.
Role Description The Sales and Service Specialist is a contract, on-site role based in Charlottetown, PE. The specialist will manage daily client interactions, respond to inquiries, and provide high-quality customer service to existing and potential clients. Elevate’s Customer Support and Sales team connects with potential and existing customers to introduce our products, answer questions, and guide them through the purchasing process. Sales representatives can follow up with leads who provide their contact information, explain the benefits and features of Elevate, and help customers choose the right service. Our support team assists customers before and after purchase, ensuring they receive timely answers and help using the platform.
Qualifications
- Strong Communication skills, including clear verbal and written interaction with clients and colleagues.
- Proven Customer Service skills, with the ability to handle inquiries, resolve concerns, and maintain positive client relationships.
- Demonstrated Sales skills, including prospecting, presenting services, and supporting the closing of new business.
- Experience in Training clients or team members on processes, tools, or service offerings.
- Exposure to Sales Management activities such as tracking performance, organizing follow-ups, or supporting sales planning.
- Basic understanding of accounting or financial services is an asset, with willingness to learn firm-specific offerings.
- Strong organizational skills, attention to detail, and ability to manage multiple client requests simultaneously.
- Comfort working in an on-site, client-facing environment and collaborating with cross-functional teams.
- Previous experience in a professional services or business-to-business environment is preferred.
- Relevant post-secondary education in business, commerce, or a related field is an advantage, but equivalent experience will be considered.