Account Executive

The role

This Account Executive will drive new client acquisition and support client retention for the Kranz SoCal practice. You will serve as a consultative partner to grow financial consulting business across three verticals.

What you will do

• Manage an assigned territory using CRM tools
• Generate new business through research, prospecting, networking, and outreach
• Build and maintain prospect lists across Private Equity and Venture Capital firms
• Drive annual revenue responsibility of approximately $2M-$4M+
• Research, qualify, and develop sales opportunities
• Build relationships with portfolio company leadership and C-suite executives
• Maintain involvement in networking organizations and industry events
• Meet or exceed weekly activity expectations and revenue growth targets
• Manage sales and marketing efforts for finance/accounting staffing and consulting services
• Develop and execute go-to-market strategies and territory action plans

Required qualifications

• Bachelor’s degree required
• 7 to 10 years of business-to-business sales, business development, and/or financial services experience
• Background in accounting or finance required
• Demonstrated success in both new business development and account management
• Proven ability to build relationships, close deals, and retain clients
• Experience generating qualified leads, referrals, and follow-up opportunities
• Strong consultative selling skills
• Excellent negotiation, communication, and problem-solving skills
• Ability to thrive in a fast-paced environment
• Proficiency with HubSpot and Salesforce
• Experience with both inside sales and outside sales
• General understanding of Venture Capital fund administration

Nice to have

• Experience serving Private Equity and Venture Capital clients

Benefits

• 401(k) with employer match
• Health benefits
• Bonus program
• Paid vacation
• Floater holidays
• Company-paid holidays
• Continuous training
• Certification opportunities
• Mentorship

About the company

Kranz Consulting has been a leader in financial consulting and advisory services for over 30 years. They partner with innovative, venture-backed companies and their leadership teams.