Account Executive, CPA Services

Industry FinTech

. Own the full client acquisition cycle from outreach and discovery to closing .

Posted 10/22/2026full-timeRemote • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in full-cycle business development and consultative B2B sales, with a strong focus on client acquisition and relationship management in financial services. Proficient in financial statements, accounting principles, and leveraging AI tools to enhance sales processes and outcomes.

Highest-signal resume keywords

Full-Cycle Business DevelopmentConsultative B2B SalesFinancial Statement UnderstandingClient Relationship ManagementPipeline Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AccountingTax PreparationAuditInvestor ReportingSales Process DevelopmentCRM SystemsCapital RaisingNegotiationCommercial JudgmentProblem-Solving

Soft Skills

Professional CommunicationStrategic CommunicationCoachableInitiativeConfidence

Tools & Technologies

AI ToolsCRM Systems

Industry Keywords

Financial ServicesFund ServicesPrivate EquityReal Estate InvestmentVenture CapitalCapital MarketsOutsourced Services

About the role

Key responsibilities & impact

Own the full client acquisition cycle from outreach and discovery to closing
Build, manage, and grow a pipeline, prioritizing capital-raising funds, then real estate and operating companies
Lead structured discovery calls and strategic conversations about accounting, tax, audit, and investor reporting needs
Understand how firms raise capital, track investors and operations, and identify accounting gaps
Position Axis Financial Advisors as an outsourced accounting department providing bookkeeping, tax preparation, audit, and accounting systems
Scope and propose packages with the CPA delivery team and bring in a CPA for technical questions
Stay within what a non-licensed seller may say about regulated tax and audit services
Build long-term client relationships
Handle objections, commercial discussions, and negotiations
Collaborate with Client Onboarding and CPA delivery teams for a smooth transition from signed client to active engagement
Coordinate with AxisKey Capital Strategists on shared accounts and referrals
Maintain accurate CRM updates, forecasting, and pipeline visibility
Own revenue generation, conversion performance, and overall sales outcomes
Help design, test, and refine the CPA services sales motion, including messaging, entry channels, and outbound strategy

Requirements

What you’ll need

Fluent English, both written and spoken, with exceptional professional communication skills
3–7+ years of experience in full-cycle business development, consultative B2B sales, or high-level client-facing roles, ideally in financial services, fund services, banking, or professional services
Proven ability to build your own pipeline, manage relationships, and close new business
A working understanding of financial statements, taxes, and basic accounting, and the curiosity to learn the rest
Confidence leading business conversations with founders, executives, fund managers, and finance leaders
Strong consultative and strategic communication skills
A professional, polished, and credible presence in meetings and presentations
Coachable: you take feedback and apply it quickly
An early adopter of AI tools who uses them to work faster and smarter
Initiative and ownership of your pipeline, your results, and your own development
Comfortable building a new sales process in a fast-paced environment
Strong commercial judgment and problem-solving mindset
Experience selling accounting, tax, audit, fund administration, or other professional or outsourced services is a bonus
Experience with private equity, real estate investment, venture capital, or capital markets, and their investor reporting needs is a bonus
Familiarity with working alongside fundraising or investor relations teams is a bonus
Experience selling recurring, retainer-based services is a bonus
Familiarity with CRM systems and outbound business development workflows is a bonus
Existing network among fund managers, real estate operators, or finance leaders is a bonus
Must be currently based in the U.S. and legally authorized to work there

Benefits

Comp & perks

Competitive base salary
Performance-based incentives tied to revenue generation and new client acquisition
Annual performance bonus
Health benefits package
Paid time off and sick days
Company laptop and tools
The chance to build a new sales motion and work directly with leadership, founders, and private market operators
Career growth within a fast-scaling fintech company operating at the intersection of capital markets and technology