bookkeeper360 - Account Executive
Responsibilities
• Own the full sales cycle from qualified lead through signed engagement • Conduct discovery calls to understand prospective clients' business needs, challenges, and goals • Educate prospects on Bookkeeper360's accounting, payroll, tax, sales tax, HR, and advisory solutions • Develop customized service recommendations and pricing proposals • Build strong relationships with business owners and decision-makers through a consultative sales approach • Maintain accurate sales activity, pipeline, and forecasting within the CRM • Consistently meet or exceed monthly and quarterly sales goals • Collaborate with internal teams to ensure a smooth transition from sales to onboarding • Stay current on Bookkeeper360's service offerings, industry trends, and competitive landscape • Deliver an outstanding client experience throughout every stage of the sales process • Driven and competitive: You're motivated by goals, enjoy winning, and consistently strive to exceed expectations. • Relationship builder: You naturally establish trust and credibility while creating meaningful connections with prospective clients. • Consultative mindset: You ask thoughtful questions, actively listen, and recommend solutions that genuinely solve business challenges. • Highly organized: You effectively manage multiple opportunities while maintaining strong attention to detail and follow-through. • Resilient: You embrace challenges, learn from setbacks, and maintain a positive attitude in a fast-paced sales environment. • Tech-forward: You're comfortable learning new technology and using CRM systems, sales tools, and virtual meeting platforms to maximize productivity. • Gets You to the Top of the List: • 3+ years of consultative B2B sales experience with a proven track record of exceeding quota • Experience selling accounting, payroll, HR, tax, financial services, SaaS, or professional services • Platform experience with HubSpot and PandaDoc. • Strong discovery, objection handling, negotiation, and closing skills • Excellent written and verbal communication skills • Ability to build rapport with business owners and executive-level decision makers • Experience selling to small and mid-sized businesses is highly preferred • Bachelor's degree in Business, Marketing, Finance, or a related field (preferred) • Bonus: Experience working in a high-growth, remote-first, technology-driven environment • WHAT YOU CAN EXPECT AS A TEAM MEMBER: • OTE $120,000 - $140,000 • Base Salary range from $60,000-$70,000/year + uncapped commission • Performance-based incentive bonus when you exceed On-Target Earnings (OTE) • Comprehensive benefits package including medical, dental, and vision • 401(k) with employer match after the first year • Paid parental leave for all parents (biological, adoptive, and foster) • Fully remote work environment • Unlimited PTO after your first year • Company-paid holidays • Team-building events and virtual activities • Career development and internal promotion opportunities
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