
Finance • Wealth Management • Financial Planning
Wealth Management Group, LLC. is a comprehensive wealth management firm that specializes in retirement planning, investment management, tax strategies, estate planning, and fund management services for individuals and businesses. With a mission to ensure financial confidence for retirees, the company emphasizes a family-oriented approach, fostering long-term relationships and trust with its clients. Their expert team is dedicated to providing tailored financial advice and solutions that align with each client's unique goals and needs, ensuring an informed and strategic approach to wealth management.
2 - 10 employees
Founded 1998
💸 Finance
July 4

Finance • Wealth Management • Financial Planning
Wealth Management Group, LLC. is a comprehensive wealth management firm that specializes in retirement planning, investment management, tax strategies, estate planning, and fund management services for individuals and businesses. With a mission to ensure financial confidence for retirees, the company emphasizes a family-oriented approach, fostering long-term relationships and trust with its clients. Their expert team is dedicated to providing tailored financial advice and solutions that align with each client's unique goals and needs, ensuring an informed and strategic approach to wealth management.
2 - 10 employees
Founded 1998
💸 Finance
• We are a leading eCommerce accounting software company dedicated to simplifying financial management for online sellers. • Our cutting-edge platform automates bookkeeping by seamlessly syncing sales, inventory, fees, and transaction data from major marketplaces like Amazon, eBay, Walmart, Shopify, and TikTok to accounting tools like QuickBooks and Xero. • With a focus on accuracy, real-time reporting, and scalability, we empower eCommerce businesses and their accountants to save time, optimize profits, and drive growth. • Headquartered in a vibrant hub of innovation, we’re a fast-growing company passionate about transforming the way eCommerce accounting is done. • We are seeking a dynamic and results-driven Salesperson to join our team and forge partnerships with bookkeepers and accountants who serve eCommerce businesses. • Your primary focus will be to engage these accounting professionals, close deals, and encourage them to integrate our software into their service offerings for their eCommerce clients. • You’ll build lasting relationships with key influencers in the accounting space, using your expertise to establish our platform as the premier solution for eCommerce bookkeeping. • This role is ideal for an experienced sales professional with a strong background in software sales, particularly those who have worked with accountants or within the eCommerce sector, ready to make a significant impact in a rapidly growing company.
• At least 5 years of experience in B2B software sales, ideally with a focus on engaging accountants or bookkeepers, or selling solutions tailored to eCommerce businesses. • Candidates with senior-level experience at a competing eCommerce accounting software company are highly preferred, followed by those who have successfully sold technology solutions to accounting professionals or similar markets. • Experience in eCommerce sales with a strong understanding of accounting needs is also valuable. • Demonstrated success in consistently meeting or surpassing sales targets, particularly when working with accounting professionals or eCommerce stakeholders. • A well-established network of contacts among eCommerce-focused bookkeepers, accountants, or related professionals is a significant advantage and may lead to enhanced compensation opportunities. • In-depth knowledge of eCommerce marketplaces (e.g., Amazon, Shopify, Walmart) and the accounting challenges faced by online sellers and their advisors. • Outstanding communication, negotiation, and relationship-building skills, with the ability to adapt pitches to diverse audiences. • Proficiency with CRM software (e.g., Salesforce, HubSpot) and sales analytics tools to manage pipelines and forecast performance. • A self-driven, results-focused mindset, thriving in a fast-paced, high-growth environment. • Bachelor’s degree in business, marketing, or a related field is preferred but not required for candidates with exceptional sales experience. • Willingness to travel occasionally for industry events or client meetings.
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