Accounting Sales Executive

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

📋 Description

• Act as the initial contact for potential clients seeking accounting, tax, and financial services.

• Conduct introductory conversations with prospective clients.

• Create service quotes tailored to prospects’ existing and anticipated needs.

• Meet and surpass sales targets by securing new business.

• Educate and assist prospective customers throughout their purchasing journey.

• Track and cultivate inbound leads with prompt follow-ups.

• Engage in outbound outreach as necessary to arrange introductory calls.

• Maintain comprehensive knowledge of Kruze’s financial service offerings.

• Advise startup founders and operators on issues related to accounting and finance.

• Suggest suitable solutions.

• Provide Sales leadership with updates regarding the sales pipeline and essential metrics.

• Keep Salesforce records, notes, and account details up to date.

• Work collaboratively with Onboarding, Tax, Accounting, and finance teams.

• Relay customer feedback and offer constructive, actionable insights.

• Partner with Sales and Marketing to enhance the sales playbook and explore new strategies.

• Participate in internal meetings, training sessions, and team planning activities.

• Engage in cross-training and collaboration to build business acumen across services and clients.

• Commit to continuous professional development.

• Carry out additional tasks supporting business needs as directed by management.

⛳️ Requirements

• A background in accounting or finance.

• Practical experience in accounting, bookkeeping, tax, or a related outsourced finance role, or a bachelor's degree with a major in accounting.

• Experience in a client-facing position such as sales, business development, or client advisory.

• Willingness to work core business hours, roughly 8 AM to 5 PM in the local U.S. time zone.

• Ability to fluently and accurately discuss startup accounting, taxes, and financial operations.

• Experience at a consulting or outsourced bookkeeping/accounting firm is preferred.

• Previous experience selling accounting or professional services to business leaders is preferred.

• Experience in an enterprise SaaS company is preferred.

• Familiarity with Salesforce or a similar CRM is preferred.

• General knowledge of the corporate tax filing process is preferred.

• Experience working with early-stage VC-backed startups is preferred.

• Ability to work independently in a fast-paced remote environment.

• Strong discipline, work ethic, healthy boundaries, effective remote work strategies, and emotional intelligence.

• Capability to perform focused seated computer work for approximately 8 hours each day.

• Must be authorized to work in the U.S.

🏝️ Benefits

• Fully remote work within the U.S.

• Optional annual offsite meeting.

• Flexibility and autonomy in work schedule.

• Work-life balance.

• Stable employment and planned growth.

• High-quality colleagues and a collaborative culture.

• Engaging clients who are respectful and professional.

• Meaningful work with innovative, venture-funded startups.

• Opportunities for professional development and exposure to a variety of disciplines, clients, and industries.

• Ongoing training and professional growth opportunities.

• Incentive bonuses included in total cash compensation.

• Flexible work environment.