Inside Sales Specialist

About the role

We are seeking an Inside Sales Specialist to join our Sales Team. This position is remote, though you may be asked to attend a CohnReznick office for client work, team meetings, or training with scheduled notice. The role supports the firm’s advisory, assurance, and tax services by generating and qualifying leads, managing prospect data, and collaborating with sales and marketing.

Responsibilities

• Develop a depth of understanding of the firm’s services, audiences, and priorities.
• Conduct a high volume of outbound calls to potential clients to identify and qualify leads.
• Cooperate with the sales and marketing team to determine strategic approaches for sales.
• Maintain and expand the company’s database of prospects.
• Assist with driving priority accounts and contacts to firm events.
• Help infiltrate target accounts by reaching influencers and decision‑makers.
• Ensure follow‑up by passing leads to appropriate team members with complete profile information, sources, and call‑to‑action details.
• Handle inbound, unsolicited prospect inquiries and qualify opportunities for handoff.
• Overcome objections of prospective customers.
• Attend sales training where applicable.
• Utilize our CRM system to manage and track all calls and outcomes.
• Develop a depth of understanding on all sales tools including CRM, Sales Intel, LinkedIn Sales Navigator, Bombora, PowerBi, and data‑source providers.
• Leverage AI‑enabled tools, including Microsoft Copilot, to improve efficiency in prospect research, outreach preparation, CRM documentation, and internal communication.
• Appropriately communicate brand identity and corporate positioning.

Success Metrics

• Lead conversion and pipeline contribution.
• CRM accuracy and documentation quality.
• Responsiveness to inbound leads and SLA adherence.
• Consistent execution of outreach and follow‑up activities.

Requirements

• 1–2 years of direct work experience in a sales or inside‑sales capacity.
• Demonstrated ability to open doors at target accounts within a defined ideal client profile.
• Solid experience in opportunity qualification, pre‑call planning, call control, account development, and time management.
• Success in qualifying opportunities and identifying key stakeholders with target accounts.
• Strong knowledge of sales principles, methods, practices, and techniques.
• Strong problem‑identification and objection‑resolution skills.
• Ability to build and maintain lasting relationships with customers.
• Exceptional verbal communication and presentation skills.
• Excellent listening and strong written communication skills.
• Self‑motivated, high energy, and engaging enthusiasm.
• High level of integrity and work ethic.

Pay

In New York, the salary range for an Inside Sales Specialist is $66,000 to $91,000. Actual compensation within this range depends on the individual’s skills, experience, qualifications, location, and applicable employment laws. Salary is one component of CohnReznick’s total rewards package, which also includes a discretionary performance bonus.

Benefits

• Generous paid time off (PTO) and flexible work environment.
• Expanded and inclusive parental leave.
• Extensive learning and development opportunities.
• Paid time off for volunteering.
• Additional discretionary performance bonuses and other total‑rewards components.