Account Executive, New Business: Accounting & Wealth Management

San Jose, CA, USA

Account Executive

Nov 17

About, together with its wholly owned subsidiaries Divvy and Invoice2go, is focused on being the one stop shop that simplifies, digitizes, and automates complex financial operations for small and midsize businesses. Customers use the platform to manage end-to-end financial workflows and to process payments. The AI-enabled, financial software platform creates connections between businesses and their suppliers and clients. It helps manage cash inflows and outflow. The company partners with several of the largest U.S. financial institutions, the majority of the top 100 U.S. accounting firms, and popular accounting software providers. has its headquarters in San Jose, California with offices in Houston, Texas, Draper, Utah, and Sydney, Australia.

Mission:     We are looking for talented, high performing team players to join our growing inside sales team. In this role, you will be responsible for achieving monthly revenue goals by qualifying, developing, and closing sales in small and mid-size Accounting and Wealth Management firms. You will work with firms that are new to to identify, understand, and align the problems with their current process to’s Accounting and Wealth Management firm solutions. Account Executives who consistently meet and exceed their targets will be considered for any number of exciting career expansion opportunities within our fast-growing organization. If you're a motivated sales professional with least 1-3 years of experience exceeding quotas in a high volume, high velocity environment, we want to talk to you.

Professional Experience/Background to be successful in this role:

  • 1-3 years of software/SaaS inside sales experience
  • Proven track record achieving sales goals in high-volume calling environment
  • Desire and aptitude to learn and develop customer-focused, consultative sales skills
  • Uncover needs and position the value of solution to wealth management and accounting firms, demonstrating how we can help them grow their business
  • Manage a pipeline of inbound and self-sourced leads through the entire buyer’s journey
  • Win business with new and existing customers
  • Bring curiosity, business acumen and strategic thinking to firms to help them turn on new revenue streams and sell to their end customers

Competencies (Attributes Needed To Be Successful In This Role):

  • Functional/Technical
  • Expertise
  • Coachability
  • Strong Communication and Objection Handling Skills
  • Team Player
  • Organization
  • Efficient
  • Accountable
  • Values that match the culture
  • Experience using Salesforce, Outreach, and LinkedIn.

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