Account Executive, CPA Services

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

📋 Description

• Take ownership of the complete client acquisition cycle, from outreach and discovery to closing deals.

• Develop, manage, and expand a sales pipeline, with a focus on capital-raising funds, followed by real estate and operating companies.

• Conduct structured discovery calls and strategic discussions regarding accounting, tax, audit, and investor reporting requirements.

• Gain insight into how firms raise capital, track investors and operations, and recognize accounting deficiencies.

• Establish Axis Financial Advisors as a trusted outsourced accounting department, offering bookkeeping, tax preparation, audit, and accounting systems.

• Collaborate with the CPA delivery team to outline and propose service packages, bringing in a CPA for technical inquiries.

• Adhere to guidelines regarding the information a non-licensed seller can provide about regulated tax and audit services.

• Foster long-term relationships with clients.

• Address objections, manage commercial discussions, and negotiate effectively.

• Work in conjunction with Client Onboarding and CPA delivery teams to ensure a seamless transition from signed contracts to active engagement.

• Coordinate with AxisKey Capital Strategists on shared accounts and referrals.

• Keep CRM updates, forecasting, and pipeline visibility accurate.

• Take ownership of revenue generation, conversion performance, and overall sales results.

• Assist in designing, testing, and refining the CPA services sales strategy, including messaging, entry channels, and outbound approaches.

⛳️ Requirements

• Proficiency in English, both written and spoken, with outstanding professional communication abilities.

• 3–7+ years of experience in full-cycle business development, consultative B2B sales, or high-level client-facing roles, preferably in financial services, fund services, banking, or professional services.

• Demonstrated capability to build a personal pipeline, maintain relationships, and close new business effectively.

• A solid understanding of financial statements, taxes, and basic accounting, along with the eagerness to learn more.

• Confidence in leading business discussions with founders, executives, fund managers, and finance leaders.

• Strong consultative and strategic communication skills.

• Professional, polished, and credible demeanor in meetings and presentations.

• Coachable attitude: receptive to feedback and able to implement it swiftly.

• An early adopter of AI tools who leverages them to enhance productivity.

• Initiative and accountability for your pipeline, results, and personal development.

• Comfortable establishing a new sales process in a dynamic environment.

• Strong commercial acumen and problem-solving capabilities.

• Experience in selling accounting, tax, audit, fund administration, or other professional or outsourced services is an asset.

• Background in private equity, real estate investment, venture capital, or capital markets, along with their investor reporting needs, is advantageous.

• Familiarity with collaborating alongside fundraising or investor relations teams is a plus.

• Experience in selling recurring, retainer-based services is a bonus.

• Knowledge of CRM systems and outbound business development workflows is beneficial.

• An existing network among fund managers, real estate operators, or finance leaders is an advantage.

• Must currently reside in the U.S. and be legally authorized to work there.

🏝️ Benefits

• Competitive base salary.

• Performance-based incentives linked to revenue generation and new client acquisition.

• Annual performance bonus.

• Comprehensive health benefits package.

• Paid time off and sick days.

• Company-provided laptop and necessary tools.

• Opportunity to develop a new sales strategy and collaborate directly with leadership, founders, and private market operators.

• Career advancement within a rapidly growing fintech company at the intersection of capital markets and technology.