Account Executive

About the Role

We're looking for a highly motivated sales professional who thrives in a consultative, relationship-driven sales environment. You're comfortable speaking with business owners, understand the importance of trust when selling financial services, and enjoy helping entrepreneurs solve meaningful operational challenges. You likely have 2-5 years of experience in B2B sales, have consistently exceeded quota, and know how to create pipeline through both outbound prospecting and inbound conversion. You know your numbers and understand what you need to accomplish on a day-to-day basis to get there. You're self-directed, organized, and excited to help build a high-performing sales organization.

Responsibilities

• Own the full sales cycle: prospect and build your own pipeline through outbound prospecting, referrals, partnerships, inbound inquiries, and networking.
• Conduct discovery calls with small business owners, founders, and operational leaders to understand their bookkeeping, accounting, payroll, and tax needs.
• Deliver consultative product demonstrations and position Xendoo's accounting services as a strategic solution for growing businesses.
• Manage active opportunities through discovery, demo walkthrough, proposal delivery, and initial onboarding handoff.
• Close new customers while identifying opportunities to expand relationships through additional services such as tax planning, payroll, catch-up bookkeeping, and CFO advisory.
• Become a trusted advisor to growing businesses: develop expertise in Xendoo's bookkeeping, accounting, tax, payroll, and financial reporting solutions.
• Understand the operational and financial challenges facing businesses across key industries including: eCommerce, Technology, Professional Services, Hospitality, Trades & Retail.
• Consult with business owners on improving financial visibility, maintaining tax compliance, streamlining back-office operations, and supporting business growth.
• Build trusted relationships with founders, CEOs, presidents, owners, and operations leaders while understanding each business's unique goals and challenges.
• Drive customer success from day one: partner closely with onboarding, bookkeeping, tax, and customer success teams to ensure a seamless transition from signed agreement to implementation.
• Set clear expectations throughout the buying process and help customers understand onboarding timelines, deliverables, and ongoing support.
• Maintain consistent communication with prospects during the sales process and proactively remove obstacles to closing.
• Help shape the sales organization: share customer feedback, competitive insights, and market trends to improve messaging and positioning.
• Identify common objections and collaborate with marketing and product teams to refine sales enablement materials.
• Contribute to developing repeatable sales processes, playbooks, and best practices as the organization continues to grow.

Qualifications

• You're proactive about generating pipeline through outbound prospecting, networking, and referrals rather than relying solely on inbound leads.
• You've sold SaaS, fintech, financial services, payroll, HR technology, banking, payments, or other business solutions to small and medium-sized businesses.
• You're comfortable managing consultative sales cycles involving multiple conversations with business owners and executive decision-makers.
• You have strong discovery skills and enjoy understanding a customer's business before recommending a solution.
• You communicate clearly through email, phone, video meetings, and LinkedIn.
• You're disciplined about pipeline management and maintain accurate records in HubSpot, using it to effectively manage opportunities, forecast revenue, and track sales activity.
• You enjoy working in a fast-paced office setting, where learning and sales processes continue to evolve.

Benefits & Perks

• Medical, Dental, Vision and Life Insurance
• PTO and Paid Holidays
• 401(k) with employer matching
• Casual dress code - jeans and t-shirts
• Complimentary lunch for the team every Friday
• Free Gym on location
• Fun and collaborative environment

Schedule & Location

This is a Monday - Friday, in-office position in Fort Lauderdale, FL. Our location is friendly to the tri-county area close to I-95.