Account Executive

For over two decades, Kranz Consulting has been the recognized leader in providing superior financial consulting advisory services requested by CEOs, Boards, CFOs and the most prominent Venture Capital firms. This role is an on-site position based in our Orange County office and reports to the SVP of Business Development.

Responsibilities

• Manage assigned territory in an organized and systematic fashion via our CRM.
• Develop business through research, lead generation, prospecting, networking, and in-person appointments with new and inactive clients, cold calling (both in-person and via telephone), and other electronic media such as social networking tools.
• Develop and maintain prospect lists for existing and new private equity and venture capital funds along with their portfolio companies, and build relationships with portfolio company management teams.
• Research and qualify sales opportunities for new and existing clients.
• Maintain active participation and membership in networking organizations.
• Meet all minimum requirements for weekly appointment activity and revenue growth.
• Regularly make calls, attend client meetings and social events, and leverage your network to deepen ties with organizational leaders, hiring managers, and C-suite executives while serving as a consultative business partner.
• Manage sales and marketing efforts to sell finance/accounting staffing and financial consulting services to companies and venture capital firms.
• Develop and implement sales go-to-market strategies and territory action plans to expand current business and identify new opportunities within the financial services marketplace.
• Identify clients' technical accounting staffing needs and provide staffing solutions by utilizing a consultative sales approach.
• Sell finance staff augmentation, project, consultant, and recruiting services to new and existing clients through cold calling, outbound sales presentations, and networking activities.
• Demonstrate excellent sales, negotiation, communication, and problem-solving skills in a fast-paced environment.
• Track sales data and work to achieve sales quotas and goals.

Requirements

• Bachelor’s degree required.
• 7-10 years of business-to-business development experience and/or working in a financial services role; accounting/finance background is required.
• Experience working in a Private Equity and Venture Capital Services environment is preferred.
• Must have a strong desire to build a career in business development by using proven closing skills and the ability to build client relationships.
• A combination of business development and account management skills are required.
• Ability to multi-task and persevere in a fast-paced, dynamic environment with a sense of urgency.
• Must have a proven track record of success and be a competitive and self-motivated individual.
• Proficiency with HubSpot and Salesforce required.
• Experience with inside and outside sales.
• Must be able to work well in a team environment as well as independently.
• Demonstrated ability to meet deadlines and respond quickly and appropriately to departmental staffing needs.
• Ability to close during sales calls, overcome objections, and negotiate.
• Have a track record of retaining customers.
• Ability to generate referrals and follow up with them.
• Ability to generate qualified leads.
• Consultative-oriented sales approach.
• Strong persuasive abilities, sound judgment, and a sense of urgency are critical to this position.
• Competitive, driven, ambitious, resourceful, proven leader and self-motivated traits.
• Excellent communication and interpersonal skills with the confidence and resilience to interact with leadership teams.
• Excellent spoken and written English.
• General understanding of Venture Capital Fund Administration.
• General knowledge of Microsoft Office and Google Docs.

Benefits

• Comprehensive compensation program including 401K with employer match and health benefits.
• Bonus program.
• Full-time employees are eligible for vacation, floater holidays, and paid company holidays.
• Encouragement of individual development, support for continuous training (through various certification courses), and mentorship for career goals.
• Promotion of teamwork.