Account Executive

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Bookkeeper360

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2012

🤝 B2B

☁️ SaaS

💸 Finance

💰 $2.5M Seed Round - Bookkeeper360 on 2022-08

B2B • SaaS • Finance

Bookkeeper360 is a provider of outsourced accounting and financial operations for small and midsize businesses, offering bookkeeping, tax preparation, payroll and HR, R&D tax credit services, and fractional CFO/advisory support. Founded in 2012, the company combines expert accounting teams with a SaaS platform and mobile app that deliver performance dashboards, communication tools, and AI-powered financial insights to give businesses real-time visibility and scalable finance operations.

📋 Description

• 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

🎯 Requirements

• 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)

🏖️ Benefits

• 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