Mid-Market Account Executive

Job Summary

A company is looking for an Account Executive - Mid Market.

Key Responsibilities

• Achieve monthly revenue goals by qualifying, developing, and closing sales in Accounting and Wealth Management firms
• Identify and align client needs with the company's solutions for improved financial processes
• Manage the sales process and maintain account information within internal CRM systems

Required Qualifications

• 5+ years of proven track record in achieving sales goals in a high-volume calling environment
• 5+ years of software/SaaS inside sales experience
• Experience with proactive prospecting and building a strong sales pipeline
• Previous experience selling to CPAs, accounting firms, or in the FinTech industry is preferred
• Ability to plan and execute long-term sales strategies with customers