Teams at Onshore

Identify and qualify business prospects through creative outreach (phone, email, LinkedIn). Collaborate with directors to target high-priority accounts, build relationships with owners and executives, track outreach in CRM, and represent the company professionally to drive new client engagements and meet sales targets.

Manage end-to-end accounts receivable including invoicing, collections, customer payment communications, and AR reporting. Partner with Sales, Customer Success, and Finance to resolve disputes, coordinate payments, support month-end close and audits, reduce DSO, and implement scalable automation and process improvements.

Drive full-cycle B2B sales for R&D tax credit and related services: build and qualify pipeline, engage C-suite and tax professionals, manage discovery-to-close, maintain CRM data, collaborate with leadership, and represent the company to win and retain clients.