Sales Representative, Appointment-Based Closing
Remote, approved states only: UT, FL, ID, KY, PA, NC, AK, MO, OK
About Vyde
Vyde helps small business owners simplify their taxes, bookkeeping, and accounting through professional support, clear guidance, and easy-to-use financial tools. We are building a new U.S.-based sales team focused on growth, client experience, and long-term retained revenue.
This is an opportunity to join an early founding sales pod and help shape the standards, culture, and performance expectations for a team built to scale.
About the Role
We are hiring experienced Sales Representatives to join Vyde’s appointment-based sales team. This role is built for proven closers who have previous experience selling tax and accounting services and are comfortable running consultative sales conversations, creating urgency, collecting upfront payments by credit card, and helping small business owners understand the value of year-round tax and accounting support.
This is not a cold-calling role. Sales Representatives will primarily work scheduled appointments created by our appointment-setting team. Representatives are expected to manage their calendars professionally, run high-quality sales conversations, follow up on no-shows, and fill open calendar space when needed.
We are looking for disciplined, competitive, and coachable sales professionals who can build trust quickly, close business, and set accurate expectations for the client experience.
What You’ll Do
• Conduct scheduled sales appointments with prospective small business clients
• Run consultative sales conversations over the phone and by video when needed
• Explain Vyde’s tax, bookkeeping, and accounting services clearly and confidently
• Collect upfront payments by credit card during the sales process
• Follow approved scripts, rebuttals, and compliance-aligned talk tracks
• Manage your calendar, follow up on missed appointments, and recover no-shows when possible
• Make targeted follow-up calls to no-showed appointments, warm prospects, and open opportunities
• Accurately update CRM records, appointment outcomes, pipeline stages, and follow-up tasks
• Partner with appointment setters, managers, sales operations, and onboarding teams to create a smooth client handoff
• Focus on retained revenue, client fit, and long-term customer experience—not just booked sales
• Participate in coaching, call reviews, training, and performance improvement sessions
What We’re Looking For
• At least one year of successful experience selling tax, accounting, bookkeeping, or closely related professional financial services
• At least two years of successful sales experience overall, preferably in appointment-based closing, inside sales, financial services, SaaS, SMB services, or high-ticket consultative sales
• Proven ability to close deals and collect upfront payments by credit card
• Experience working scheduled appointments, demos, consultations, or warm leads
• Strong understanding of the needs and concerns of small business owners seeking tax and accounting support
• Strong ability to recover missed appointments and re-engage prospects
• Strong objection-handling and follow-up skills
• Ability to build trust quickly with small business owners
• Strong work ethic, accountability, and coachability
• Ability to follow a structured sales process while still sounding natural and consultative
• Experience working in a CRM or dialer system preferred
• Ability to work remotely with focus, professionalism, and consistent communication
• Willingness to work evenings or weekends during tax season if business needs require it
• Ability to accept and perform this position without violating any enforceable non-compete agreement or other contractual restriction with a current or former employer
Compensation
Vyde’s sales compensation plan is designed to reward retained revenue, strong client fit, and long-term production quality.
Experienced Sales Representatives will receive:
• $20 per hour during the first 90 days
• Eligibility for standard commissions during the first 90 days
• After 90 days, transition to a draw-based compensation structure
• Commission paid on collected revenue after a 30-day retention/hold period
• Commission tied to retained revenue, not simply booked revenue
Commission Structure
• 12% commission on the first $7,500 in weekly collected revenue
• 25% commission on weekly collected revenue above $7,500
• Hourly draw reconciled against earned commissions
• Uncapped commission opportunity for high performers
This structure is built for experienced representatives who want competitive upside while helping build a stable, high-quality sales organization.
Initial Performance Expectations
Our founding sales pod will help establish the standards for future team growth. Initial performance expectations include:
• Strong calendar management and appointment ownership
• High appointment show and recovery discipline
• 45% or higher show-rate target
• 10% or higher initial close-rate target, with a long-term goal of 12% to 15% or higher
Benefits
• Remote work in approved states
• Health, dental, and vision benefits
• 401(k)
• Paid holidays
• PTO
• Remote-work stipend
• Training, coaching, and growth opportunities
• Opportunity to join a founding U.S. sales team with advancement potential
Why Join Vyde
This is a chance to help build something from the ground up. The first Sales Representatives on this team will help define the culture, expectations, scripts, processes, and performance standards for the future of Vyde’s U.S. sales organization.
We are looking for experienced tax and accounting services closers who want to be part of a serious, accountable, high-performing sales environment built around quality revenue, client experience, and long-term growth.
Apply
Submit your resume including:
• Your experience selling tax, accounting, or bookkeeping services
• Your appointment-based sales and closing background
Applicants must be able to accept and perform the position without violating any enforceable non-compete agreement or other contractual restriction. Candidates may be asked to confirm their eligibility before employment.
Pay: $50,000.00 – $300,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Vision insurance
Application Question(s):
• Are you proficient in using computers, CRM systems, and other business related software?
• Do you have an ethernet connection (not wifi) and at least 2 monitors with a quiet space to work from home?
• Are you open to a shift that would run sometime between 9 AM EST and 7:30 PM EST (we will be offering morning and afternoon shift options for 8 hour shifts M-F).
• Will you reside and work from UT, FL, ID, KY, PA, NC, AK, MO, or OK?
• Detail your experience selling tax and accounting services previously, also explain why you are not at risk of violating a non compete clause with your previous employer.
Work Location: Remote
Location: , ,
Salary: 50000 – 300000
Benefits:
- Paid Time Off
- Dental Coverage
- Health Insurance
Indeed: Apply Here