Sales Account Executive

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

📋 Description

• Identify, qualify, and secure new client opportunities through both inbound leads and targeted outbound initiatives.

• Manage the entire sales process: from initial discovery and needs assessment to solution presentation, proposal, and final closing.

• Engage with prospects to understand their financial and tax objectives, clearly communicating how Gelt’s services and solutions can assist in achieving those goals.

• Maintain a robust pipeline of opportunities utilizing CRM tools, ensuring timely follow-ups and excellent pipeline management.

• Work collaboratively with the advisory tax team, Customer Success, and Marketing teams to align on client requirements and enhance the handoff process.

• Achieve or surpass monthly and quarterly sales targets and key performance indicators (KPIs).

• Keep informed about industry trends, client profiles, and Gelt’s evolving service offerings to facilitate high-impact, value-driven discussions.

• Represent the Gelt brand by embodying our mission of providing proactive, trustworthy, and insightful financial services.

⛳️ Requirements

• CPA certification (mandatory).

• 2-5 years of complete sales experience, preferably in financial services, fintech, professional services, or SaaS sectors.

• Demonstrated history of consistently meeting or exceeding sales quotas.

• Strong consultative selling abilities - capable of identifying pain points, communicating value, and customizing solutions to meet complex client needs.

• Outstanding communication skills: articulate, persuasive, and empathetic in both verbal and written forms.

• Highly organized, self-driven, and comfortable working in a dynamic, fast-paced growth environment.

• Experience with CRM platforms (e.g., HubSpot, Salesforce) and sales enablement tools.

• Ability to handle multiple opportunities at once while paying close attention to detail.

• Background in financial services or familiarity with tax, accounting, or wealth management is a significant advantage.

🏝️ Benefits

• Gelt is transforming the future of tax optimization and financial wellness for high-income individuals, entrepreneurs, investors, and growing businesses.

• Simplifying intricate tax strategies and empowering clients to build and safeguard their wealth efficiently.

• Offering personalized advisory services backed by cutting-edge technology to achieve proactive, high-value outcomes.