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Account Executive, CPA Firms

Pilot.com · New York, United States · 6 days ago
RemoteRemoteSales$240k–$320k/yrFull-time

About the role

The role is for an Account Executive to build the motion of a new software solution designed to eliminate the time-consuming month-end close process for accounting firms. The position requires a strong sales background, particularly in selling to professional services buyers, and the ability to manage long, consultative sales cycles.

Responsibilities

  • Prospect and build your own pipeline through outbound, network, and inbound leads
  • Run discovery calls, demos, and evaluation kickoffs with firm leadership and their teams
  • Manage active client evaluations — weekly syncs, implementation support, tracking toward success metrics
  • Closely work with the implementation team to ensure successful client evaluations and conversion
  • Feed back market insights, objections, and competitive intelligence to help refine the sales approach

Requirements

  • 3–8 years of B2B sales experience with a track record of hitting quota
  • Experience selling a technical product into a professional services buyer
  • Comfortable with long, consultative sales cycles
  • Strong communication skills, especially in writing and email
  • Desire to be part of building something new rather than running a motion that already exists

Bonus

  • Sold to accounting firms, CPA firms, or professional services buyers before
  • Experience at a fintech or accounting software company
  • Worked at an early-stage company before and had firsthand experience building a new business

Qualifications

  • Deep understanding of how Meridian works, including the close process, QBO integration, and agent workflows
  • Knowledge of the economics of running an accounting firm to have meaningful conversations with founders
  • Ability to build relationships across the firm, including with founders, MDs, heads of tech, and controllers

Skills

  • Strong communication and relationship-building skills
  • Proficiency in using Salesforce to manage and update a sales pipeline
  • Ability to handle long, complex sales cycles
  • Technical knowledge of accounting software and processes

Benefits

Pilot offers a competitive benefits package including:

  • Flexible vacation/time-off policy
  • All federal holidays observed
  • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
  • 401(k) plan

Pay

The on-target earnings (OTE) range target for the role is $240k - $320k in New York, NY (base pay is 50% of OTE). Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data.

Schedule

Full-time regular positions are eligible for equity, health benefits, and other benefits; some of these benefits may be available for part-time or temporary positions.

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