Lead Account Executive

Location: Kansas City Metropolitan Area | On-Site

Employment Type: Full-Time

Location: Kansas City Metropolitan Area | On-Site

Employment Type: Full-Time

Company Description

Lead Account Executive

Offshore Accounting Talent (OAT)

Offshore Accounting Talent (OAT) helps U.S. accounting firms solve one of their biggest challenges: finding and retaining qualified accounting professionals.

Founded by CPAs, OAT connects accounting firms with experienced, pre-vetted professionals in the Philippines, allowing firms to expand capacity, improve profitability, and grow without the rising costs and challenges of traditional hiring.

Our approach is built around quality, transparency, and long‑term relationships. Every candidate completes a comprehensive 17‑step vetting process, and our professionals work as dedicated extensions of our clients' teams.

We're building a company with significant growth potential and are looking for motivated individuals who want to play a meaningful role in that growth.

Role Description

We're hiring a Lead Account Executive to drive new business development and help build the foundation of our sales organization.

This is a hands‑on opportunity for someone who enjoys developing relationships, identifying business opportunities, and turning conversations into long‑term clients.

You'll own the sales process from initial prospecting through closing, working directly with CPA firm owners, partners, and other decision‑makers across the United States.

Beyond generating revenue, you'll have the opportunity to influence how we approach sales, improve internal processes, and help shape the future of OAT as we continue to grow.

Key Responsibilities

• Drive new business through targeted prospecting, outreach, networking, and relationship development.
• Identify and engage CPA firm owners, managing partners, and accounting leaders.
• Lead discovery conversations to understand firms' staffing challenges, growth objectives, and hiring needs.
• Present tailored offshore staffing solutions that address each firm's specific requirements.
• Manage the full sales cycle, from initial outreach through proposals, negotiations, and closing.
• Develop and maintain a strong pipeline of prospective clients using CRM and sales enablement tools.
• Build lasting relationships with clients and identify opportunities for continued growth.
• Collaborate with recruiting and operations teams to ensure a seamless client experience.
• Help establish and refine sales processes, outreach strategies, and business development initiatives.
• Contribute ideas and take ownership of initiatives that support the company's long‑term growth.
  

Qualifications

• Experience in business development, sales, account management, or a related client‑facing role.
• Strong communication skills with the ability to build credibility and relationships with business owners and senior decision‑makers.
• A proactive, self‑motivated approach to generating new business and managing opportunities.
• Comfortable initiating conversations, overcoming objections, and navigating a consultative sales process.
• Strong organizational skills and the ability to manage multiple prospects, relationships, and priorities.
• An entrepreneurial mindset with a willingness to help develop processes rather than simply follow established ones.
• Familiarity with CRM platforms, prospecting tools, and modern sales technology.
• Ability to work on‑site in the Kansas City metropolitan area.

Preferred, but not required:

• Background in accounting, public accounting, staffing, recruiting, or professional services.
• Experience selling B2B services to business owners or executive‑level decision‑makers.
• Previous experience in a revenue‑generating sales role.
• Familiarity with CPA firms and the challenges facing the accounting profession.
  

Why Join OAT?

• Meaningful ownership: Take responsibility for business development and directly influence company growth.
• Entrepreneurial environment: Join a growing business where your ideas and contributions can make a real impact.
• Leadership exposure: Work closely with company ownership and help shape the future of the sales organization.
• Compelling solution: Represent a service that addresses a significant and ongoing challenge for CPA firms nationwide.
• Long‑term opportunity: Grow professionally as OAT expands its client base, team, and operations.

We're looking for someone who is motivated, resourceful, relationship‑driven, and excited about helping build something meaningful.