Bookkeeper360
Account Executive
Remote. Posted a month ago
The role
You will manage the full sales cycle from discovery to closing for small business owners. You will recommend accounting, payroll, tax, HR, and advisory solutions to prospects.
What you will do
- Own the full sales cycle from qualified lead through signed engagement
- Conduct discovery calls to understand prospective clients' business needs, challenges, and goals
- Educate prospects on Bookkeeper360's accounting, payroll, tax, sales tax, HR, and advisory solutions
- Develop customized service recommendations and pricing proposals
- Build strong relationships with business owners and decision-makers through a consultative sales approach
- Maintain accurate sales activity, pipeline, and forecasting within the CRM
- Consistently meet or exceed monthly and quarterly sales goals
- Collaborate with internal teams to ensure a smooth transition from sales to onboarding
- Stay current on Bookkeeper360's service offerings, industry trends, and competitive landscape
- Deliver an outstanding client experience throughout every stage of the sales process
Required qualifications
- 3+ years of consultative B2B sales experience with a proven track record of exceeding quota
- Experience selling accounting, payroll, HR, tax, financial services, SaaS, or professional services
- Platform experience with HubSpot and PandaDoc
- Strong discovery, objection handling, negotiation, and closing skills
- Excellent written and verbal communication skills
- Ability to build rapport with business owners and executive-level decision makers
Nice to have
- Experience selling to small and mid-sized businesses
- Bachelor's degree in Business, Marketing, Finance, or a related field
- Experience working in a high-growth, remote-first, technology-driven environment
Benefits
- Comprehensive benefits package including medical, dental, and vision
- 401(k) with employer match after the first year
- Paid parental leave for all parents (biological, adoptive, and foster)
- Fully remote work environment
- Unlimited PTO after your first year
- Company-paid holidays
- Team-building events and virtual activities
- Career development and internal promotion opportunities
About the company
Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services. It has been a partner to thousands of business owners since 2012.