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Sales Training Manager

Irvine

WHY JOIN TAXRISE?

At TaxRise, we don’t just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients.

Join us and make a tangible difference in people’s lives while growing your career with a team that values your contributions.

ABOUT THE ROLE

The Sales Training and Performance Manager is responsible for developing and delivering an engaging sales training program educating new team members on the various tax resolution programs available under the IRS Fresh Start Program, familiarizing them with the consultation process, and how to enroll new clients. This position actively searches, creatively designs, and implements effective methods to educate and enhance sales performance. This role is for a strong team player who loves bringing ideas to the table, shares best practices, has a passion for developing others and possesses an engaging and energetic presence in the training room and salesfloor.

We’re all about that in-person vibe—this role is 100% on-site! If you’re excited to work side-by-side with our team (or are ready to make the move), then you’re a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting!

 

HOW YOU'LL BE REWARDED

At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members a competitive base salary, with opportunities for growth based on performance and experience.

  • Salary Range: $90,000 - 110,000 per year
  • Monthly Bonus: Average bonus potential of $2,000 - 3,000 per month

 

WHAT YOU'LL DO

  • Develop comprehensive training materials and resources on different types of tax resolution programs offered under the IRS Fresh Start Program. 
  • Conduct engaging and interactive training sessions for new employees to ensure they have a thorough understanding of tax resolution strategies, processes, and compliance requirements.
  • Conduct training sessions utilizing a combination of learning methods such as in-classroom, hands-on system walkthroughs, job shadowing, and role playing. 
  • Conduct engaging and interactive training sessions for new employees to ensure they have a thorough understanding of tax resolution strategies, processes, and compliance requirements.
  • Provide hands-on training to new employees utilizing Salesforce for interview intake procedures, including client data entry, properly entering consultation notes in Salesforce, uploading documentation and executing signed agreements. 
  • Coach new employees on effectively utilizing sales techniques, ethical selling practices, and leveraging scripts to enroll new clients. 
  • Collaborate with sales management to customize training programs based on evolving business needs and sales goals. 
  • Monitor and evaluate the performance of trainees, providing constructive feedback and support to facilitate their professional development. 
  • Provide regular updates to leadership regarding progress of newly hired employees receiving training. 
  • Become a subject matter expert (SME) in all sales procedures to support the entire operations of the team, serving as a go-to resource for clarifications, guidance, and best practices for new team members. 
  • Provide ongoing support and resources to employees, including refresher courses, skill development workshops, and access to learning materials.
  • Manage workload by setting priorities, allocating resources, and overcoming challenges to ensure delivery on time and on budget.
  • Other duties and responsibilities as assigned by management. 

WHAT YOU'LL NEED TO HAVE

  • Proficient experience in various CRM systems such as Salesforce.
  • Knowledge of adult learning principles and training methods.
  • Ability to motivate, engage and develop new team members into sales professionals.
  • Ability to build trusting relationships and influenced at senior levels.
  • Ability to balance competing priorities in a fast-paced working environment.
  • Ability to relate your work with business outcomes and how work aligns across business functions.
  • Excellent written and oral communication skills, including presentation and facilitation skills and the ability to effectively communicate with employees of all levels.
  • Detail orientated and commitment to a high degree of accuracy.
  • Comfortable working in a high-energy, quickly changing, and demanding environment.
  • Have a high level of interpersonal skills, emotional intelligence, and be trustworthy to a broad range of stakeholders.
  • Motivated self-starter with a passion for coaching and developing others.
  • Proficient Microsoft Office Suites, Google Gmail, Calendar and internal communication software. 
  • Minimum 5 years’ experience delivering sales training, preferably in financial services, consumer lending or tax industry. 

 

We understand potential comes in many forms. Even if you don’t check every box, we still encourage you to apply; we consider all qualified candidates. 

WHAT WE OFFER

We believe in taking care of our team so they can take care of our clients. Here’s what you can expect as part of the TaxRise family:

  • Medical, Dental, and Vision Insurance (starting after 60 days)
  • Paid Time Off (Vacation, Sick Days, Company Holidays)
  • Wellness Days to recharge when you need it most
  • 401(k) retirement plan with company match
  • Professional Development Program to support your growth
  • Access to our on-site gym and gaming lounge
  • Catered team lunches every Friday
  • Fun and energizing quarterly company outings

 

ABOUT US

At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. 

When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives.

We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation.

If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that’s reshaping the future of tax resolution.

 

OUR COMMITMENT

At TaxRise, we’re proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law.

TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know.

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