Sales Manager, SafeSend & SurePrep

Summary of the Role:
We are seeking a strategic and people-focused Sales Manager to lead a high-performing team of Sales Executives at different levels, supporting our award-winning and market-leading SafeSend Returns (SSR) and SurePrep solutions. You will be responsible for coaching and developing your team, aligning sales strategies, and driving performance across the SafeSend and SurePrep portfolio.

About the Role
As the Sales Manager, you will:

• Lead and manage a team of Associate, mid-level, and Senior Sales Executives focused on selling SafeSend and SurePrep solutions.
• Operate in an overlay capacity, partnering with Tax Workflow sales leaders and reps to ensure your team is aligning territory strategies, coordinating sales efforts, and ensuring seamless customer engagement.
• Set clear performance expectations and coach team members to achieve and exceed individual and team sales goals.
• Drive pipeline development, forecast accuracy, and CRM discipline across the team.
• Collaborate with cross-functional partners in marketing, product, and customer success to support sales campaigns, product launches, and customer feedback loops.
• Monitor sales metrics and provide regular reporting to leadership on team performance, market trends, and strategic opportunities.
• Support hiring, onboarding, and ongoing development of sales talent.
• Foster a culture of collaboration, accountability, and continuous improvement.

About You
You bring:

• 7+ years of experience in B2B software sales, with at least 2+ years in a sales leadership or management role.
• Proven success in leading sales teams and driving quota attainment.
• Experience in overlay or matrixed sales environments, with a strong ability to partner across teams.
• Deep understanding of the sales cycle, pipeline management, and strategic account planning.
• Strong coaching and mentoring skills, with a passion for developing talent.
• Excellent communication, interpersonal, and presentation skills.
• Familiarity with accounting and tax firm environments (preferred).
• Strong organizational and analytical skills.
• A collaborative, energetic, and results-driven mindset.
• Experience with Salesforce CRM or similar tools (required).

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What’s in it For You?

• Hybrid Work Model: We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.

• Flexibility & Work-Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.

• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow’s challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

• Culture: Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values: Obsess over our Customers, Compete to Win, Challenge (Y)our Thinking, Act Fast / Learn Fast, and Stronger Together.

• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.

• Making a Real-World Impact: We are one of the few companies globally that helps its customers pursue justice, truth, and transparency. Together, with the professionals and institutions we serve, we help uphold the rule of law, turn the wheels of commerce, catch bad actors, report the facts, and provide trusted, unbiased information to people all over the world.

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