Founding Account Executive

The role

You will own a territory of outsourced accounting, CPA, and fractional CFO firms. You will prospect, run discovery calls and demos, manage client evaluations, and close new logos to drive revenue.

What you will do

• Prospect and build your own pipeline through outbound, network, and inbound leads
• Run discovery calls, demos, and evaluation kickoffs
• Manage active client evaluations including weekly syncs and implementation support
• Close new logos and expand accounts over time
• Get deep on how Meridian works including the close process and QBO integration
• Build relationships across firms with founders, MDs, heads of tech, and controllers
• Feed back market objections and competitive intel to help sharpen the playbook
• Work closely with the implementation team to convert evaluations

Required qualifications

• 3–8 years of B2B sales experience with a track record of hitting quota
• Sold a technical product into a professional services buyer or confident in learning the domain fast
• Comfortable running a long, consultative sales cycle
• Write well and communicate clearly
• Update Salesforce

Nice to have

• Sold to accounting firms, CPA firms, or professional services buyers
• Experience at a fintech or accounting software company
• Worked at an early-stage company before

Benefits

• Flexible vacation/time-off policy
• All federal holidays are observed
• Competitive benefits package including additional wellness benefits
• Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
• 401(k) plan
• Equity

About the company

Meridian is the AI operating system for accounting firms, built by Pilot. Pilot provides small businesses with dedicated finance experts and custom software for bookkeeping and financial management.