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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in solution software sales with a proven track record of exceeding sales quotas, particularly in the Finance and Tax sectors. Strong ability to build strategic relationships and articulate value propositions to C-Level executives.
Highest-signal resume keywords
Solution Software Sales ExperienceProven Track Record of Exceeding Sales QuotasOutbound ProspectingExperience Selling Cloud/SaaSAbility to Articulate Value Proposition
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cycle ManagementCustomer OnboardingSales Target AccountabilityMarket Feedback AnalysisSales Productivity ImprovementFinancial Technology SalesAccount Executive ExperienceSolution SellingSales Quota AchievementRelationship Building
Soft Skills
Excellent Time ManagementExcellent Written CommunicationHighly Articulate
Certifications & Qualifications
Bachelor’s Degree or Equivalent
Industry Keywords
FinanceTaxCloudSaaSOutbound ProspectingC-Level EngagementSales DevelopmentSales EngineeringStrategic RelationshipsCustomer Insights
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Sell the tax.com platform to new mid-market to enterprise customers across multiple verticals
- Manage complex sales cycles from discovery through relationship building, closing, and onboarding
- Partner closely with Sales Development Representatives, Sales Engineers, and Sales Management to exceed quotas
- Own and remain accountable for sales targets and success-driving activities
- Provide thought leadership, market feedback, and customer insights to drive product innovation and improve sales productivity
- Develop referrals and reference accounts through long-term strategic relationships
Requirements
What you’ll need- Proven track record of exceeding sales quotas
- Outbound prospecting and hunter mentality
- Selling experience to Finance and/or Tax preferred
- Excellent time management
- Excellent written skills and highly articulate
- 5+ years of solution software sales experience with a history of driving, managing, and closing new customers
- Experience selling software (cloud/SaaS)
- Proven ability to hit, or exceed, sales quota
- Ability to articulate value proposition to C-Level, Finance, Account & HR executives
- Experience selling financial technology is a plus
- Bachelor’s degree or equivalent
- Limited travel required for this role
- Standard indoor working environment
- Ability to work at a computer for occasional long periods of sitting
- Ability to stand for occasional long periods while attending college recruiting programs
- Regular interaction with employees at all levels of the Firm and external clients, vendors, and candidates
- At least 5 years at the Account Executive level for a SaaS business is ideal
Benefits
Comp & perks- Hybrid and Remote Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO) Benefits
- Up to 20 Weeks of Parental Leave Top-up (Adoption Included)
- Monthly Gym Membership OR Gym Equipment Reimbursement
- Health and Dental Benefit Eligibility Effective Day One
- RRSP with Employer Match
- Tuition Reimbursement After One Year of Service
