Account Executive - Small Firm New

Job Overview

We are seeking a seasoned Account Executive to drive new business acquisition within the accounting and tax firm space. This role requires a consultative sales approach, uncovering pain points related to application management, firm growth strategies, and operational complexities in the accounting and tax space. The ideal candidate thrives in a fast-paced environment, is highly motivated to exceed aggressive growth goals, and has experience selling technology solutions that enable firms to scale securely.

Responsibilities

• Develop and execute a comprehensive territory plan to penetrate assigned markets.
• Possess strong consultative selling skills with the ability to uncover business challenges and align solutions.
• Prospect and build a robust pipeline of new accounting and tax firms.
• Maintain accurate and real-time updates to forecasts and CRM systems.
• Engage in business-level conversations with firm leaders to uncover pain points and strategic needs.
• Position solutions that address application management, security, compliance, and firm growth challenges.
• Represent the company at regional association events, tradeshows, and networking opportunities to generate leads and build relationships.
• Consistently meet or exceed monthly, quarterly, and annual sales targets.
• Drive aggressive growth within the assigned territory.

Requirements

• 3+ years of successful B2B sales experience, preferably in technology or managed services.
• Proven track record of selling cloud hosting, security and compliance solutions, or managed IT services.
• Experience in the accounting or tax industry is highly desirable.
• Strong consultative selling skills with the ability to uncover business challenges and align solutions.
• Excellent territory planning and prospecting abilities.
• Ability to manage complex sales cycles and multiple stakeholders.
• Willingness to travel for events, tradeshows, and client meetings.
• Highly motivated, self-starter with a growth mindset.
• Proficient in CRM tools and real-time forecasting.

Benefits

To provide best-in-class solutions, we need a best-in-class team. We offer competitive salaries to recruit the best talent. We provide company-paid short and long-term disability insurance, life insurance and a generous 401K match. We offer highly affordable medical, dental, vision coverage, and many other valuable benefits. We offer flexible PTO, and numerous paid holidays, affording you the time to be there for what is important in your life. We encourage giving back to our communities by providing paid volunteer time off. We are proud to be an Equal Opportunity Employer!