Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Identify and investigate potential clients within target markets or industry sectors

• Execute outbound outreach through email, phone, LinkedIn, and other communication channels

• Conduct discovery calls to evaluate fit, necessity, authority, budget, and timeline

• Assess prospect eligibility for particular tax credits or services

• Inform prospects about relevant specialty tax services and the associated value proposition

• Record qualification details and insights in the CRM

• Establish rapport with CFOs, controllers, owners, and other key decision-makers

• Customize communication and sales strategies based on client type and service line

• Address objections and inquiries by leveraging service line expertise

• Cultivate relationships throughout the buyer's journey

• Prepare and present proposals, presentations, or estimates

• Collaborate with technical teams or subject matter experts during advanced discussions

• Negotiate terms and pricing within pre-approved parameters

• Oversee contract signing and the deal-closing process

• Ensure seamless transitions from sales to service delivery teams

• Provide internal teams with client background, context, and necessary documentation

• Assist in the initial stages of client onboarding when required

• Maintain precise CRM records of sales activities and deal stages

• Regularly forecast revenue and pipeline health

• Analyze performance data to pinpoint opportunities for improvement

⛳️ Requirements

• Minimum of 2 years of experience in a comparable role (B2B sales within CPA, tax, or financial services)

• Exceptional verbal and written communication abilities

• Capability to work independently while also thriving in a dynamic, team-oriented environment

• Strong attention to detail with excellent analytical skills

• Technologically adept with Microsoft Office, particularly Excel

• Experience with Salesforce or HubSpot is highly preferred

• Must be able to sit at a desk and work on a computer for extended periods

• Must be able to lift up to 15 pounds at a time

🏝️ Benefits

• Competitive salary and performance-based incentives

• Comprehensive health benefits package

• Opportunities for professional development and growth

• Flexible working hours and remote work options

• Supportive and collaborative work environment