Account Executive
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Коротко по делу
Account Executive with 3+ years of consultative B2B sales experience and a track record of exceeding quota. Needs experience selling to SMBs and comfort with CRM/sales tools; accounting, payroll, HR, tax, financial services, SaaS, or professional services sales is valued.
Ключевые навыки
Обязательные навыки
4.8 / 5 200+ reviews
Check out what our customers are saying
Great team - diligent and fast! Switched to them after another bookkeeper burned out, and I have been thrilled with the results! Rob Howard Howard Development & Consulting, LLC & Innovating with AI,LLC
As a founder based outside the U.S., I needed a trustworthy accountant to handle everything on time with complete accuracy. Bookkeeper360 has delivered flawlessly—highly recommended! Tim Mcfadyen Thats so Fetch, LLC & Thats So Fetch Pty Ltd
Bookkeeper360 has made managing my small business so much easier—they’re communicative, personable, and great at problem-solving! Sara Ferrer Zoey Koko LLC
Great team - diligent and fast! Switched to them after another bookkeeper burned out, and I have been thrilled with the results! Rob Howard Howard Development & Consulting, LLC & Innovating with AI,LLC
Finally—reliable, competent, and efficient CPAs and bookkeepers! The team at Bookkeeper360 is responsive, knowledgeable, and truly understands startups at any stage. Virj Kan Primitives Biodesign
As a founder based outside the U.S., I needed a trustworthy accountant to handle everything on time with complete accuracy. Bookkeeper360 has delivered flawlessly—highly recommended! Tim Mcfadyen Thats so Fetch, LLC & Thats So Fetch Pty Ltd
Our experience with Bookkeeper360 has been extraordinary—their attention to detail and expertise give us complete peace of mind. Highly recommend! Tameka Brown LINC, Inc
Bookkeeper360 has made managing my small business so much easier—they’re communicative, personable, and great at problem-solving! Sara Ferrer Zoey Koko LLC
Switching to Bookkeeper360 was the best decision for our business—they're knowledgeable, responsive, and provide top-notch bookkeeping and tax services. Highly recommend! Andy McNeil Filmless, Inc
Great team - diligent and fast! Switched to them after another bookkeeper burned out, and I have been thrilled with the results! Rob Howard Howard Development & Consulting, LLC & Innovating with AI,LLC
Finally—reliable, competent, and efficient CPAs and bookkeepers! The team at Bookkeeper360 is responsive, knowledgeable, and truly understands startups at any stage. Virj Kan Primitives Biodesign
As a founder based outside the U.S., I needed a trustworthy accountant to handle everything on time with complete accuracy. Bookkeeper360 has delivered flawlessly—highly recommended! Tim Mcfadyen Thats so Fetch, LLC & Thats So Fetch Pty Ltd
Our experience with Bookkeeper360 has been extraordinary—their attention to detail and expertise give us complete peace of mind. Highly recommend! Tameka Brown LINC, Inc
Bookkeeper360 has made managing my small business so much easier—they’re communicative, personable, and great at problem-solving! Sara Ferrer Zoey Koko LLC
Switching to Bookkeeper360 was the best decision for our business—they're knowledgeable, responsive, and provide top-notch bookkeeping and tax services. Highly recommend! Andy McNeil Filmless, Inc
One team. Your complete finance department.
Your business moves fast--your finance team should keep up. Bookkeeper360 is your one-stop shop for bookkeeping, tax strategy, payroll, and Fractional CFO support that scales with you.
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Cashflow Analyzer
Chat, call, or email your dedicated bookkeeper.
At Bookkeeper360, you're matched with a dedicated expert who truly understands your business--not just your books. Backed by a team of experienced business bookkeepers, your dedicated bookkeeper is always just a message away--ready to provide real-time insights, strategic advice, or quick answers to help you grow with confidence.
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Hey your books are closed for last month! Let's schedule a quick call to review the results together.
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Accurate and timely financials built for the way you do business.
Get reliable reports from expert bookkeepers--delivered on time, every month. So you can make smarter, faster decisions with total confidence.
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Smarter Tech. Real Insights. Your Business, in Sync.
Our software offers performance dashboards, messaging tools, and AI-powered insights--giving you the cash flow visibility and communication you need to run your business like a modern CFO.
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Bookkeeper360 in your back pocket.
Our new mobile app gives you real-time financial visibility and direct access to your team wherever you are. Download today on iOS and Android and take your business with you.
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Чем предстоит заниматься
- 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
Что требуется
- Driven and competitive: motivated by goals, enjoy winning, and consistently strive to exceed expectations
- Relationship builder: naturally establish trust and credibility while creating meaningful connections with prospective clients
- Consultative mindset: ask thoughtful questions, actively listen, and recommend solutions that genuinely solve business challenges
- Highly organized: effectively manage multiple opportunities while maintaining strong attention to detail and follow-through
- Resilient: embrace challenges, learn from setbacks, and maintain a positive attitude in a fast-paced sales environment
- Tech-forward: comfortable learning new technology and using CRM systems, sales tools, and virtual meeting platforms to maximize productivity
- 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
- Preferred: Bachelor's degree in Business, Marketing, Finance, or a related field
- Preferred: Experience working in a high-growth, remote-first, technology-driven environment
Преимущества
- OTE $120,000 - $140,000
- Base Salary range from $60,000-$70,000/year + uncapped commission
- Performance-based incentive bonus when you exceed On-Target Earnings (OTE)
- 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
Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services, powered by AI-driven insights.