Account Executive

Location: Remote
Compensation: Salary
Reviewed: Tue, Dec 09, 2025
This job expires in: 16 days

Job Summary

A company is looking for an Account Executive - SMB.

Key Responsibilities
  • Achieve monthly revenue goals by qualifying, developing, and closing sales in Accounting and Wealth Management firms
  • Identify and align the problems of firms with their current processes to the company's solutions
  • Engage with new firms to educate them on the company's offerings and consult on industry best practices
Required Qualifications
  • 2+ years of software/SaaS inside sales experience
  • Proven track record of achieving sales goals in a high-volume calling environment
  • Experience conducting sales presentations and product demos via web conferencing tools
  • Industry knowledge of Accounting Firms and experience in channel selling or FinTech preferred
  • Sales experience at a tech company with a history of quota attainment and/or sales awards

COMPLETE JOB DESCRIPTION

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