What are the responsibilities and job description for the Customer Service & Sales Representative position at PitBullTax Software?
About PitBullTax Software
PitBullTax Software is the leading IRS Representation Software for Tax Attorneys, CPAs, and Enrolled Agents. For 15 years, we’ve empowered tax professionals nationwide to streamline casework, manage clients more efficiently, and deliver better results.
Recognized on the Inc. 5000 List of Fastest-Growing Private Companies in America for three consecutive years (2022–2024), PitBullTax continues to grow and innovate by integrating AI-driven tools to enhance our platform and user experience.
We’re a passionate team dedicated to excellence, and we’re looking for a motivated Customer Service & Sales Representative to join our dynamic group.
Position Overview
As a Customer Service & Sales Representative, you’ll play a vital role in supporting and expanding our customer base. You’ll handle inbound and outbound calls, live chats, and emails — assisting prospects and clients with questions, providing product demonstrations, and identifying new sales opportunities.
This position blends customer service, inside sales, and relationship management to deliver the exceptional experience our users expect from PitBullTax.
Key Responsibilities
- Make outbound calls to follow up on leads, demos, and trial users.
- Handle inbound calls and chats from customers and prospects.
- Conduct product demos and guide users through software features.
- Convert inquiries and trial users into paying customers.
- Maintain accurate records in CRM (Salesforce).
- Provide post-sale support to ensure client satisfaction and retention.
- Collaborate with marketing and product teams to share customer feedback and improve processes.
Qualifications
- 2 years of experience in sales, customer service, or account management, preferably in SaaS, accounting, or tax-related industries.
- Excellent verbal and written communication skills.
- Confident making outbound calls and engaging prospects professionally.
- Strong technical aptitude and ability to learn software quickly.
- Self-motivated, goal-oriented, and team player.
- Bilingual (English/Spanish) preferred but not required.
Why Join PitBullTax
- Competitive base salary commission & performance-based bonuses.
- Health insurance & retirement plan
- Paid time off and holidays.
- Career advancement opportunities within a growing tech company.
- Collaborative environment with a supportive, long-standing team.