Account Executive

About the role

This position involves guiding small business owners to understand how Bookkeeper360 can improve their financial management. You will manage the entire sales process from initial contact to closing deals, acting as a knowledgeable advisor to understand client needs and offer suitable solutions.

Key facts

What you'll do

• Guide prospects through the entire sales journey, from initial lead to a finalized agreement.
• Conduct calls to understand prospective clients' business challenges, objectives, and needs.
• Explain Bookkeeper360's offerings in accounting, payroll, tax, sales tax, HR, and advisory services.
• Create tailored service proposals and pricing structures.
• Cultivate strong connections with business owners and decision-makers through a consultative approach.
• Accurately track sales activities, pipeline status, and forecasts in the CRM.
• Consistently achieve or surpass monthly and quarterly sales targets.
• Work with internal departments to ensure a smooth handover to the onboarding team.
• Stay informed about Bookkeeper360's services, industry shifts, and competitor activities.
• Provide an excellent client experience at every stage of the sales process.

Requirements

• Possess at least 3 years of experience in consultative B2B sales with a history of exceeding sales quotas.
• Experience selling services related to accounting, payroll, HR, tax, financial services, SaaS, or professional services.
• Proficiency with HubSpot and PandaDoc platforms.
• Strong abilities in discovery, handling objections, negotiation, and closing.
• Excellent written and verbal communication skills.
• Ability to build rapport with business owners and senior executives.
• Bachelor's degree in Business, Marketing, Finance, or a related field is preferred.

Nice to have

• Prior experience selling to small and medium-sized businesses.
• Experience working in a fast-paced, remote-first, technology-focused company.

Skills & tools

• CRM systems
• Sales tools
• Virtual meeting platforms

Practical notes

• Benefits include medical, dental, and vision insurance.
• 401(k) with employer match after one year.
• Paid parental leave.
• Unlimited Paid Time Off after the first year.
• Company-paid holidays.
• Opportunities for career growth and internal advancement.
• Bookkeeper360 is an equal opportunity employer committed to diversity and inclusion.