Remote Account Executive

Job Summary

Identifying and converting prospective clients, the full-time Remote Account Executive will manage the sales process from outreach to contract execution, building relationships with key decision-makers and educating them on specialty tax services.

Key responsibilities

• Identify and research potential clients within target markets
• Conduct outbound outreach and discovery calls to assess client needs
• Negotiate terms and ensure a smooth transition from sales to service delivery teams

Required qualifications

• Bachelor's Degree preferred
• At least 2 years of B2B sales experience within CPA, tax, or financial services
• Experience with Salesforce or HubSpot is strongly preferred
• Proficiency in Microsoft Office, especially Excel
• Ability to work independently in a fast-paced environment