About the role

  • Sales Executive managing client portfolio and acquiring new accounts in tax & accounting sector. Requires SaaS sales expertise and strong communication skills in a hybrid work setting.

Responsibilities

  • Retaining and expanding the existing client portfolio
  • Acquiring new accounts in the designated geographic region
  • Conducting comprehensive needs analyses for accounts
  • Establishing trust and credibility with stakeholders
  • Customizing presentations to address client's specific requirements
  • Clarifying proposals using ROI justification
  • Attaining sales and renewal targets and quotas monthly
  • Using Tax & Accounting products to demonstrate value to customers
  • Providing territory information regarding market intelligence and penetration
  • Assisting in customer-related issues to maintain good customer relations
  • Completing weekly sales performance reports
  • Driving strategic initiatives supported by assigned account team member

Requirements

  • Minimum 3 years successful SaaS sales experience in an Account Executive role
  • High School diploma or equivalent required; Bachelor's degree preferred
  • Software as a Service Sales (SaaS) experience
  • Strong prospecting and closing skills
  • Strong time management and organization skills
  • Excellent communication & presentation skills
  • Highly proficient in MS Office suite, utilizing a CRM (Salesforce preferred)
  • Continuous learner, flexible and open-minded, positive attitude
  • Collaborative, team player
  • High level of integrity and understanding of sales ethics

Benefits

  • Hybrid Work Model: 2-3 days a week in the office depending on the role
  • Flex My Way: Supportive workplace policies for personal and professional responsibilities
  • Career Development and Growth: Culture of continuous learning and skill development
  • Industry Competitive Benefits: Comprehensive benefit plans including flexible vacation and Mental Health Days
  • Inclusion and Belonging: Globally recognized reputation for workplace flexibility and work-life balance
  • Social Impact: Two paid volunteer days off annually and opportunities for pro-bono consulting projects
  • Market competitive health, dental, vision, disability, and life insurance programs
  • Competitive 401k plan with company match
  • Optional life and AD&D insurance paid 100% by the employee
  • Flexible Spending and Health Savings Accounts
  • Fitness reimbursement
  • Access to Employee Assistance Program

Job title

Sales Executive, Tax

Job type

Experience level

Mid levelSenior

Salary

$128,100 - $237,900 per year

Degree requirement

High School Diploma

Location requirements

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