Sales Executive

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Kruze Consulting

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

Kruze Consulting is a CPA firm specializing in accounting, finance, and tax services for venture capital-backed startups. They provide comprehensive financial services including bookkeeping, tax filings, financial modeling, and strategic advisory specifically tailored for fast-growing startups. Kruze Consulting is particularly noted for its expertise in preparing startups for VC due diligence, offering part-time CFO services, and maximizing tax credits such as Research & Development credits. Their focus is on Delaware C-Corps seeking to scale and prepare for successful exits, with a strong emphasis on using modern technology and AI to enhance service delivery.

📋 Description

• Achieve and consistently exceed sales goals by closing new business • Educate and guide prospective customers through their buyer’s journey, to help them learn how Kruze can facilitate their growth and success as a partner on the finance and tax side of the business • Monitor and nurture inbound leads with follow-ups, and actively reach out to set up introductory calls • Understand and own the information regarding Kruze’s financial service offerings • Advise startup founders and operators on accounting & finance problems, and actively recommend solutions • Provide updates to the Head of Sales and the executive team on the sales pipeline and other key metrics • Maintain and update records, notes and details within Salesforce with respect to leads, opportunities, and accounts • Work cross-functionally with our Onboarding, Tax, Accounting, and finance teams—echoing the voice of the customer and providing constructive and actionable feedback to the team • Collaborate with Sales & Marketing teams to help refine the sales playbook, run tests, and experiment with new approaches and sales processes. • Any other duties and tasks to support business needs as directed by management

🎯 Requirements

• 3+ years of experience in a direct sales role • Experience in accounting, selling accounting services to business executives, or have a Bachelor's Degree with a major in Accounting • Must be willing to work core business hours in their local time zone (approximately 8am to 5pm local time within the U.S.) • Experience in a consulting or outsourced bookkeeping/accounting firm • Experience in an enterprise SaaS company • Experience with Salesforce or similar CRM • A general understanding of the corporate tax filing process • Experience working with early-stage VC-backed startups

🏖️ Benefits

• Fully Remote – We’ve completely embraced and invested in remote work and know the benefits.  Save time, save money, and decrease stress.  Our experience shows that remote work fosters a healthier work/life balance for our people.  We do get together once a year for an annual offsite meeting, but in-person attendance is optional. • Flexibility/Autonomy - Need to run to an appointment, your child's school, or just want to take a walk outside? No problem. If your clients’ needs are met and your work gets done on time, enjoy! • Stability – While we serve startups, we aren’t one.  We’ve been around for almost a decade enjoying controlled growth over that time.  We don’t over-hire, and thankfully, we’ve never had to do a reduction in force.  Our service offering is niche, accounting is essential to businesses, and the potential market for our services is diversified/vast. • High-Quality Colleagues - We’re a diverse bunch, experts in our respective fields, and eager to help each other and clients.  We care about each other as whole human beings. • High-Quality Clients - We work exclusively with venture-funded technology startups and early-stage companies who are creating some of the most exciting and transformative products and services in the world!  (We also have a “no jerks” policy; our clients treat our people professionally and respectfully.) • Purpose/Meaningful Work – This is not your average accounting role. Kruze professionals get to work with innovative startups that are disrupting their respective industries and creating the products and services of tomorrow.  Like proud parents, we derive vicarious enjoyment as our clients grow, get additional rounds of funding, and ultimately get acquired by Fortune 500 firms. • Professional Development – You’ll gain exposure to many types of clients and industries including SaaS, eCommerce, Healthcare, Biotech, Crypto/Blockchain, and Manufacturing. At Kruze, you’ll have the opportunity to learn multiple disciplines and work with a wide variety of high-visibility clients and find your passion.