Account Executive

Job Summary

A company is looking for an Account Executive - New Business.

Key Responsibilities

• Achieve monthly revenue goals by qualifying, developing, and closing sales in Accounting and Wealth Management firms
• Identify and align client needs with the company's solutions
• Conduct sales presentations and product demos using web conferencing tools

Required Qualifications

• 2+ years of software/SaaS inside sales experience
• Proven track record of achieving sales goals in a high-volume calling environment
• Experience selling to CPAs, Accounting firms, or banking is a bonus
• Sales experience at a tech company is required
• Ability to plan and execute long-term sales strategies with customers