
11 - 50 employees
Founded 2019
🤖 Artificial Intelligence
☁️ SaaS
🏢 Enterprise
💰 Series A - Neo.Tax on 2023-07
Artificial Intelligence • SaaS • Enterprise
Neo. Tax is an AI-driven enterprise software company that automates R&D tax credit identification, calculation, and documentation and handles ASC 350-40 software capitalization. Neo. Tax ingests engineering and finance signals (Jira, GitHub, payroll, ledgers, tickets, org charts, etc. ), runs agentic AI models trained on IRS codes, regs and case law to qualify projects, quantify QREs, generate audit-ready studies and supporting documentation, and deliver real-time credit calculations. The product is delivered as a secure, SOC 2 Type II-capable SaaS with single-tenant and customer-hosted options and is targeted at large enterprise tax teams, CFOs, and auditors to reduce interviews, external advisor costs, and audit risk.
🔥 1 minute ago
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11 - 50 employees
Founded 2019
🤖 Artificial Intelligence
☁️ SaaS
🏢 Enterprise
💰 Series A - Neo.Tax on 2023-07
Artificial Intelligence • SaaS • Enterprise
Neo. Tax is an AI-driven enterprise software company that automates R&D tax credit identification, calculation, and documentation and handles ASC 350-40 software capitalization. Neo. Tax ingests engineering and finance signals (Jira, GitHub, payroll, ledgers, tickets, org charts, etc. ), runs agentic AI models trained on IRS codes, regs and case law to qualify projects, quantify QREs, generate audit-ready studies and supporting documentation, and deliver real-time credit calculations. The product is delivered as a secure, SOC 2 Type II-capable SaaS with single-tenant and customer-hosted options and is targeted at large enterprise tax teams, CFOs, and auditors to reduce interviews, external advisor costs, and audit risk.
• Own a named account territory of enterprise and strategic prospects, with a focus on Fortune 2000 companies with meaningful R&D investment profiles. • Drive full-cycle enterprise sales from prospecting and discovery through technical validation, champion development, legal/procurement, and close. • Build and execute multi-threaded account strategies across VP Tax, CFO, and VP Engineering/CTO stakeholders simultaneously. • Develop and maintain a pipeline that supports consistent quarterly and annual quota attainment. • Conduct high-quality discovery to understand each prospect’s R&D investment profile, current study methodology, Section 174 exposure, and key KPIs. • Articulate Neo.Tax’s value proposition in the language of the VP of Tax, the Tax Director, and the Engineering Leader — tailoring the narrative to each stakeholder’s priorities. • Navigate complex procurement, legal, and security review cycles common in large enterprise environments. • Accurately forecast, build your pipeline, and maintain CRM hygiene to support business planning and leadership visibility. • Serve as a primary source of market intelligence — feeding competitive insights, buyer objections, and ICP refinements back to product, marketing, and sales leadership. • Contribute to the development of sales playbooks, messaging frameworks, and enablement materials as the team scales. • Represent Neo.Tax at industry events, tax conferences, and partner forums.
• 8+ years of enterprise SaaS sales experience, with a demonstrated track record of closing complex, multi-stakeholder deals in the $100K–$500K+ ARR range. • Experience selling into large enterprise or Fortune 2000 accounts, including navigating procurement, legal, and security review cycles. • Strong executive presence and the ability to credibly engage C-suite and VP-level buyers across Finance, Tax, and Engineering organizations. • Disciplined pipeline management and accurate forecasting — you run a clean process and can articulate the state and strategy for every deal. • Self-starter mentality with a builder’s orientation — you’re comfortable in a high-growth, early-stage environment that requires autonomy and creativity. • Exceptional written and verbal communication skills.
• Competitive compensation • Competitive base salary • Uncapped commission structure • Equity participation
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