Sales Account Executive

Job Description

Account Executive

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100% Remote | Full-Time

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About the Opportunity

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We're partnering with a rapidly growing professional services firm seeking a polished, consultative Account Executive to join their team. This is a relationship-driven sales role where you'll work directly with CEOs, business owners, Controllers, CFOs, and other executive decision-makers to understand their business challenges and recommend tailored financial solutions.

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This is not a high-volume, transactional sales environment. Instead, you'll focus on building trust, leading thoughtful business conversations, and delivering an exceptional client experience from the initial discovery call through onboarding. If you enjoy solving business problems, developing executive relationships, and thrive in a consultative sales environment, we'd love to hear from you.

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What You'll Do

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• Lead consultative sales conversations with prospective clients to understand their business goals and operational challenges.
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• Build trusted relationships with CEOs, business owners, Controllers, CFOs, and executive decision-makers.
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• Guide prospects through the full sales cycle, from discovery through implementation.
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• Partner with internal subject matter experts to develop customized solutions for each client.
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• Maintain an organized pipeline while ensuring timely and thoughtful follow-up.
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• Deliver a best-in-class buying experience through exceptional communication and relationship management.
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• Collaborate with internal teams to ensure seamless client onboarding and long-term success.
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• Identify opportunities to strengthen client relationships and drive continued business growth.
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Qualifications

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• 5+ years of experience in B2B Sales, Account Executive, Customer Success, or Business Development .
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• Experience selling or supporting professional services, financial services, or accounting-related solutions.
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• Strong understanding of accounting, financial statements, business operations, or finance .
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• Comfortable engaging directly with CEOs, business owners, Controllers, CFOs, and other executive stakeholders .
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• Excellent communication, presentation, and relationship-building skills.
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• Highly polished, professional, and personable with strong executive presence.
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• Consultative sales approach with the ability to uncover business needs and build long-term relationships.
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• Self-motivated, organized, and comfortable working in a fully remote environment.
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• Bachelor's degree required.
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Preferred Background

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Candidates with experience in any of the following are encouraged to apply:

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• Outsourced Accounting or Fractional CFO Services
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• Accounting or Finance
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• Professional Services
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• Financial Services
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• FinTech
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• Business Consulting
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• Customer Success
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• B2B Consultative Sales
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Who You Are

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• Naturally builds rapport and earns trust quickly.
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• Confident communicating with senior executives and business owners.
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• Business-minded with strong financial acumen.
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• Organized, proactive, and accountable.
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• Curious, coachable, and driven to deliver outstanding client experiences.
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• Professional, polished, and able to represent the company with credibility.
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Why Join Us?

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• 100% Remote
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• Competitive base salary plus commission
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• Work directly with executive leadership
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• Collaborative, high-performing culture
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• Significant opportunity for career growth
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• Make a meaningful impact by helping businesses improve their financial operations
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We look forward to reviewing your application!