Account Executive, CPA Services

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 18%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Industry FinTech

WebsiteLinkedInAll Job Openings

11 - 50 employees

🛍️ eCommerce

☁️ SaaS

👥 B2C

eCommerce • SaaS • B2C

Industry FinTech is a company that offers a link-in-bio tool called Linktree. Linktree allows users to create a customizable landing page where they can consolidate and share links to different platforms like Instagram, TikTok, Twitter, and more. It is designed to help creators, businesses, and individuals to manage and share multiple online presences and content through a single, simple link. The tool offers features such as analytics to track engagement, options to sell products directly, and seamless integration with existing tools to enhance monetization efforts. Linktree is trusted by over 50 million users and is considered a pioneering and leading solution in the link-in-bio space since its creation in 2016.

📋 Description

• Own the full client acquisition cycle from outreach and discovery to closing • Build, manage, and grow a pipeline, prioritizing capital-raising funds, then real estate and operating companies • Lead structured discovery calls and strategic conversations about accounting, tax, audit, and investor reporting needs • Understand how firms raise capital, track investors and operations, and identify accounting gaps • Position Axis Financial Advisors as an outsourced accounting department providing bookkeeping, tax preparation, audit, and accounting systems • Scope and propose packages with the CPA delivery team and bring in a CPA for technical questions • Stay within what a non-licensed seller may say about regulated tax and audit services • Build long-term client relationships • Handle objections, commercial discussions, and negotiations • Collaborate with Client Onboarding and CPA delivery teams for a smooth transition from signed client to active engagement • Coordinate with AxisKey Capital Strategists on shared accounts and referrals • Maintain accurate CRM updates, forecasting, and pipeline visibility • Own revenue generation, conversion performance, and overall sales outcomes • Help design, test, and refine the CPA services sales motion, including messaging, entry channels, and outbound strategy

🎯 Requirements

• Fluent English, both written and spoken, with exceptional professional communication skills • 3–7+ years of experience in full-cycle business development, consultative B2B sales, or high-level client-facing roles, ideally in financial services, fund services, banking, or professional services • Proven ability to build your own pipeline, manage relationships, and close new business • A working understanding of financial statements, taxes, and basic accounting, and the curiosity to learn the rest • Confidence leading business conversations with founders, executives, fund managers, and finance leaders • Strong consultative and strategic communication skills • A professional, polished, and credible presence in meetings and presentations • Coachable: you take feedback and apply it quickly • An early adopter of AI tools who uses them to work faster and smarter • Initiative and ownership of your pipeline, your results, and your own development • Comfortable building a new sales process in a fast-paced environment • Strong commercial judgment and problem-solving mindset • Experience selling accounting, tax, audit, fund administration, or other professional or outsourced services is a bonus • Experience with private equity, real estate investment, venture capital, or capital markets, and their investor reporting needs is a bonus • Familiarity with working alongside fundraising or investor relations teams is a bonus • Experience selling recurring, retainer-based services is a bonus • Familiarity with CRM systems and outbound business development workflows is a bonus • Existing network among fund managers, real estate operators, or finance leaders is a bonus • Must be currently based in the U.S. and legally authorized to work there

🏖️ Benefits

• Competitive base salary • Performance-based incentives tied to revenue generation and new client acquisition • Annual performance bonus • Health benefits package • Paid time off and sick days • Company laptop and tools • The chance to build a new sales motion and work directly with leadership, founders, and private market operators • Career growth within a fast-scaling fintech company operating at the intersection of capital markets and technology