Account Executive

. Identify and research potential clients within target markets or industry verticals .

Posted 9/25/2026full-timeRemote • United StatesJuniorMid-Level💰 $70,000 - $80,000 per yearWebsite

Key responsibilities & impact

Identify and research potential clients within target markets or industry verticals
Conduct outbound outreach via email, phone, LinkedIn, and other channels
Conduct discovery calls to assess fit, need, authority, budget, and timeline
Evaluate prospect eligibility for specific tax credits or services
Educate prospects on relevant specialty tax services and value proposition
Log qualification details and insights in the CRM
Build rapport with CFOs, controllers, owners, and other key decision-makers
Tailor communication and sales approaches based on client type and service line
Handle objections and questions using service line expertise
Nurture relationships throughout the buyer journey
Prepare and deliver presentations, proposals, or estimates
Collaborate with technical teams or subject matter experts during late-stage conversations
Negotiate terms and pricing within pre-approved guidelines
Own contract signing and deal-closing processes
Ensure smooth transitions from sales to service delivery teams
Provide internal teams with client background, context, and documentation
Support early stages of client onboarding when needed
Maintain accurate CRM records of sales activities and deal stages
Forecast revenue and pipeline health regularly
Analyze performance data to identify improvement opportunities

What you’ll need

At least 2 years of experience in a similar role (B2B sales within CPA, tax or financial services)
Excellent verbal and written communication skills
Ability to work independently while also thriving in a fast-paced, team-oriented environment
Strong attention to detail and analytical skills
Technologically proficient with Microsoft Office, especially Excel
Experience with Salesforce or HubSpot is strongly preferred
Must be able to sit at a desk and work on a computer for prolonged periods
Must be able to lift up to 15 pounds at a time