Sales Setter (Full-Time) (m/f/d)

About the Role

We are seeking new team members (m/f/d) to strengthen our sales department in the tax domain. Join one of Düsseldorf's premier tax consultancies and assist management with daily operations as well as organizational and administrative tasks. As a Sales Setter, you will reliably support our team through initial conversations, prequalification, scheduling, and smooth handover to our strategic advisors.

During onboarding, you will familiarize yourself with our sales procedures, CRM system, conversation guides, and KPI and scheduling management. Career changers are welcome. You will also get acquainted with our digital work environment and processes.

Key Responsibilities

• Reaching out to prospects via phone and written communication (handling inbound and warm leads)
• Conducting structured initial calls to analyze customer needs and prequalify them
• Scheduling and preparing strategic advisor appointments including follow-up
• Maintaining and documenting information in the CRM system (pipeline, reminders, notes, protocols)
• Providing telephone guidance and consulting to prospects following set scripts
• Occasional participation in trade fairs, seminars and events to acquire new clients

Additional Tasks (Depending on Experience)

• Sales reporting and KPI tracking (e.g., show-up rate, conversion, time-to-call) including management reporting
• Contributing to process enhancements such as conversation guides, CRM workflows, and follow-up structures
• Coordinating as a liaison with marketing regarding lead quality and feedback on campaigns

Job Details

• Annual gross salary: 42,000 EUR
• Advancement opportunities available
• Typical onboarding duration: 2–4 months

Perks and Benefits

• Clear organizational structures and well-documented, standardized workflows ensuring reliable task distribution and practical knowledge transfer for a predictable onboarding
• Competitive fixed salary from the start with transparent and measurable performance-based bonuses
• Work with professional clients from well-established medium-sized and various industries providing a stable and predictable working environment
• Long-term employment guaranteed with permanent full-time contracts and company growth offering strong job security
• Modern office featuring a glass façade with spectacular views over Düsseldorf, equipped with the latest technology in a quiet, professional atmosphere
• Fully digital work environment recognized by DATEV as a digital firm leveraging automated processes to focus on core responsibilities

Candidate Profile

• Strong communication skills with passion for structured selling
• Ability to adhere strictly to clear guidelines and workflows
• Fast learner with high discipline and resilience under pressure
• Calm and pleasant voice; flawless written German expression
• Proficient in common CRM systems and MS Office applications
• Team player with resilience and confident demeanor in dynamic situations
• Career switchers welcome; sales experience is a plus but not mandatory