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Account Executive

6/10/2025

Remote

Job Summary

A company is looking for an Account Executive - SMB.

Key Responsibilities
  • Achieve monthly revenue goals by qualifying, developing, and closing sales in Accounting and Wealth Management firms
  • Identify and align clients' current process issues with the company's solutions
  • Conduct sales presentations and product demos using web conferencing tools
Required Qualifications
  • 2+ years of software/SaaS inside sales experience
  • Proven track record of achieving sales goals in a high-volume calling environment
  • Experience selling to CPAs, Accounting firms, or bookkeepers is a bonus
  • Sales experience at a tech company is required
  • Ability to plan and execute long-term sales strategies with customers

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