Account Executive – Audit, Tax & Consulting

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

📋 Description

• Establish and oversee a pipeline of potential clients through outbound prospecting, targeted outreach, and networking efforts.

• Assess inbound leads via discovery calls, aligning client requirements with Sensiba's audit, tax, and consulting services.

• Create proposals and Statements of Work with precise scoping and pricing details.

• Facilitate pricing discussions, negotiate terms, and finalize new engagements.

• Diligently maintain and update customer information and sales activities within CRM systems.

• Work alongside audit, tax, advisory, and consulting teams to comprehend service offerings and effectively position solutions.

• Ensure a seamless transition from sales to service delivery teams to enhance the client experience.

• Utilize professional accounting expertise to engage prospects knowledgeably about compliance, reporting, and advisory needs.

• Stay informed about trends impacting the professional services and accounting sectors.

• Recognize cross-selling opportunities across Sensiba's diverse service lines.

• Conduct post-mortem analyses of closed-lost opportunities to refine future pipeline strategies.

⛳️ Requirements

• Bachelor’s Degree in Accounting, Economics, Finance, or a related discipline.

• A minimum of 2 years of professional experience, including experience in public accounting (audit, tax, or client accounting/advisory services).

• Preferred experience in transitioning from an accounting role to a client-facing sales or business development role.

• Experience at a public accounting firm in audit, tax, or client accounting/advisory services is favored.

• A proven history of meeting or surpassing sales targets.

• Experience managing both inbound and outbound sales efforts.

• Familiarity with CRM software and other sales productivity tools; experience with Salesforce is an advantage.

🏝️ Benefits

• Comprehensive Health Coverage – Medical, dental, and vision.

• Retirement & Financial Planning Support – 401(k) with match, financial wellness programs.

• Generous Paid Time Off – Vacation, sick time, holidays, parental leave, and volunteer days.

• Flexible Work Arrangements – Hybrid or remote options, with flexible hours.

• Performance-Based Bonus – Recognition for your contributions through discretionary bonuses.

• Professional Development Opportunities – Tuition reimbursement, certifications, and mentorship.

• Career Growth & Internal Mobility – Clear paths for advancement and role transitions.

• Inclusive & Supportive Culture – DEI initiatives, employee resource groups, and wellness programs.