Job description
Position Summary
Are you an empathetic, high velocity seller who is more motivated by building trust than by applying pressure? Do you thrive on turning a prospect’s anxiety and confusion into clarity and peace of mind?
Heard is seeking a Sales Consultant to guide Health and Wellness Professionals through one of the most stressful parts of their journey: the business of private practice. Our prospects are experts in their clinical field but are often brand new to finance, overwhelmed by taxes, and fearful of “doing it wrong.”
Your role is not to hard-sell, but to act as a calm, trusted advisor. You will be the first point of contact that embodies our core value: to handle the finances so Health and Wellness Professionals can focus on what they do best—helping their clients.
What You’ll Do: Key Responsibilities
- Conduct scheduled, 30-minute video consultations with therapists to understand their unique business needs and personal financial situations, 8+ a day.
- Skillfully diagnose complex prospect situations (e.g., multi-state practices, mixed W2/1099 income, pre-existing CPA relationships) and tailor a clear, simple solution.
- Present Herd’s all-in-one platform with confidence, focusing on the core outcomes of peace of mind, time savings, and financial clarity.
- Effectively manage a high-velocity sales pipeline (hitting daily activity targets) in HubSpot, ensuring every prospect receives timely, professional, and empathetic follow-up.
- Collaborate with the broader sales and marketing teams to share insights from your calls, helping to refine our messaging, content, and overall strategy.
Core Competencies (The “Must-Haves”):
- Radical Empathy: You can patiently listen to a prospect’s long, anxious story without interrupting. You hear the fear and uncertainty underneath their questions and respond with reassurance and validation, not just facts and figures.
- The Heart of a Teacher: You genuinely enjoy explaining complex topics in simple, accessible terms. You find satisfaction in seeing the “aha!” moment when a prospect finally understands a concept they’ve been struggling with. You never use jargon and are never condescending.
- Quick-Thinking & Diagnostically-Minded: You are an exceptional listener who can diagnose a situation on the fly. You can hear a single keyword and immediately understand its implication for the sales process, allowing you to pivot your approach in real-time.
- Process-Driven & Organized: You are meticulous with details. You understand that setting clear next steps, managing a pipeline in HubSpot, and communicating promotions accurately are essential for creating a seamless and trustworthy customer experience.
Experience & Skills:
- 2+ years of experience in a full-cycle consultative sales role, preferably in SaaS, FinTech, or another service-based B2B environment.
- Proven ability to manage a high volume of consultations and a fast-paced sales pipeline.
- Exceptional verbal and written communication skills.
- Proficiency with modern sales tools (CRM is a must; HubSpot preferred).
- Bonus: A background in or strong familiarity with accounting, tax concepts, or the mental health industry.
Why You’ll Love This Role at Herd
You’ll Sell a Service You Believe In: You won’t just be selling software; you’ll be selling peace of mind to a community of helpers who desperately need it.
A Truly Consultative Process: Our sales culture is built on trust and education, not pressure and scripts. You will be encouraged and rewarded for doing what’s right for the prospect.
