Account Executive

Account Executive

Location: Remote

About the Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

We are seeking a dynamic and results-driven Sales Executive to join our team and play a key role in expanding our client base. As a Sales Executive specializing in fractional CFO services, you will be responsible for identifying and cultivating new business relationships with small businesses seeking expert financial guidance.

We want a candidate who has a desire to grow and take on more responsibility over time.

Job Description:

We are seeking a dynamic and results-driven Sales Executive to join our team and play a key role in expanding our client base. As a Sales Executive specializing in fractional CFO services, you will be responsible for identifying and cultivating new business relationships with small businesses seeking expert financial guidance. We want a candidate who has a desire to grow and take on more responsibility over time.

Key Responsibilities:

Find prospects and close business. Work with the team to dramatically increase revenue.

Respond timely to requests for information and drive the leads to a close/conclusion.

Generate business from networking and prospecting.

Conduct initial consultations to understand clients' financial needs, challenges, and goals.

Present our fractional CFO services as tailored solutions to address clients' financial needs effectively.

Build and maintain strong, long-lasting client relationships.

Develop and implement a sales strategy to meet and exceed sales targets.

Stay updated on industry trends, competitor offerings, and market changes to refine your sales approach.

Create and utilize effective sales collateral, presentations, and proposals to showcase our services.

Lead negotiations, overcome objections, and close deals with prospective clients.

Maintain accurate records of sales activities, client interactions, and sales pipeline using CRM tools.

Qualifications:

• Bachelor's degree in Business, Finance, or a related field (MBA preferred).
• Must have effective verbal and written communication skills.
• Must be able to articulate ideas clearly, listen actively, and adapt the communication style to different audiences.
• Must be able to build and maintain relationships with prospective clients.
• Must be personable, empathetic, and able to connect with others to establish trust and rapport.
• Must have high ethical standards, including honesty and integrity. Undersell and overdeliver.
• Have a good knowledge of business financial documents (Profit & Loss, Balance Sheet, Cash Flow).
• Must be self-motivated and self-managing. Must possess effective time management skills to prioritize tasks, focus on high-value activities, and meet deadlines.
• Must be able to work in a remote (home) office.
• Must be able to flush-out objections and manage/overcome them.
• Must be Google office/tools proficient.
• Must be organized - Hubspot (CRM) experience helpful.
• Must be resilient and able to bounce back from setbacks, learn from failures, and maintain a positive attitude.
• Proven track record of success in B2B sales to small companies. Exceptional communication and presentation skills.
• Ability to build rapport and establish trust with clients.
• Willingness to stay up to date with industry trends and best practices.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning.

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.