CPA Sales Account Executive

Job Summary

Driving revenue growth, the full-time remote CPA Sales Account Executive will identify, qualify, and close new business opportunities while collaborating with cross-functional teams to deliver tailored financial solutions and enhance Gelt's online presence.

Key responsibilities

• Prospect, qualify, and close new client opportunities through inbound and outbound efforts
• Own the full sales cycle, from discovery and needs assessment to proposal and close
• Consult with prospects to understand their financial and tax goals and articulate how Gelt's services can help achieve them

Required qualifications

• CPA certification is a must
• 2-5 years of full-cycle sales experience in financial services, fintech, professional services, or SaaS
• Proven track record of meeting or exceeding sales quotas
• Strong consultative selling skills with the ability to tailor solutions to complex client needs
• Experience with CRM systems such as HubSpot or Salesforce