Account Executive

Addison Group; Newport Beach (CA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

401(k) with employer match

Health benefits

Bonus program

Paid vacation

Floater holidays

Company-paid holidays

Job summary

Kranz Consulting is expanding its SoCal practice and seeks a highly motivated Account Executive to drive new client acquisition, support client retention, and expand presence in the marketplace. You will serve as a consultative partner to clients across Emerging Growth, Private Capital, and Technical Accounting with a focus on building long-term relationships and revenue growth.

You will manage territories, generate qualified leads, and maintain strong relationships with portfolio leadership,

Qualifications

• Bachelor's degree required.
• 7–10 years B2B sales, business development, or financial services experience.
• Background in accounting or finance preferred.
• Experience serving Private Equity and Venture Capital clients preferred.
• Strong consultative selling skills and ability to identify client needs.

Responsibilities

• Manage an assigned territory and stay organized using CRM tools.
• Generate new business through research, lead generation, prospecting, networking, and meetings.
• Build and maintain prospect lists across PE and VC firms and their portfolio companies.
• Drive revenue growth of approximately $2M–$4M+ annually through account growth and new business development.
• Develop go-to-market strategies and territory plans to grow existing business.

Skills

Territory management

CRM

Lead generation

Account development

Client relationships

Negotiation

Communication

Problem solving

Education

Bachelor's degree

Tools

HubSpot

Salesforce

Job description

For more than 30 years, Kranz Consulting has been a trusted leader in financial consulting and advisory services for CEOs, Boards, CFOs, and leading Venture Capital firms based in Silicon Valley. At Kranz Consulting, you’ll have the opportunity to do more than just a job. You will build your career while working alongside talented professionals who are passionate about helping high-growth companies succeed. Kranz Consulting has partnered with innovative, venture-backed companies and their leadership teams, giving our employees exposure to a diverse range of industries, business models, and challenging financial environments.

You’ll gain meaningful hands-on experience, work directly with clients and senior leaders, and have the opportunity to expand your skills as companies grow and evolve. We value collaboration, accountability, and continuous learning, while fostering an environment where your contributions are visible and make an impact. If you’re looking for a role where you can grow professionally, take on new challenges, and be part of a team that plays a critical role in the success of emerging companies, Kranz is a place where you can build something meaningful.

About The Role

As we expand our national presence, our Kranz SoCal practice is seeking a highly motivated, experienced Account Executive to join our business development team to drive new client acquisition, support client retention, account leadership and expand Kranz Consulting’s presence in the marketplace. You will serve as a consultative partner to clients while helping grow our financial consulting business across our three verticals: Emerging Growth, Private Capital, and Technical Accounting.

Responsibilities

• Manage an assigned territory in a highly organized, disciplined manner using CRM tools.
• Generate new business through research, lead generation, prospecting, networking, cold outreach, social selling, and in-person meetings.
• Build and maintain prospect lists across Private Equity and Venture Capital firms, their portfolio companies, and related executive teams.
• Drive annual revenue responsibility of approximately $2M-$4M+ through account growth, client expansion, and new business development
• Research, qualify, and develop sales opportunities with both prospective and existing clients.
• Build strong relationships with portfolio company leadership teams, hiring managers, and C-suite executives.
• Maintain active involvement in relevant networking organizations and industry events.
• Meet or exceed weekly activity expectations and revenue growth targets.
• Manage sales and marketing efforts to sell finance/accounting staffing and financial consulting services to companies and venture capital firms.
• Develop and execute go-to-market strategies and territory action plans to grow existing business and identify new opportunities.
• Assess client technical accounting and staffing needs, then recommend solutions using a consultative sales approach.
• Sell staff augmentation, project consulting, recruiting, and related professional services to new and existing clients.
• Track sales activity, pipeline progress, and performance against quotas and goals.
• Represent Kranz Consulting professionally in client meetings, calls, and social or business events.

Qualifications

• Bachelor’s degree required
• 7 to 10 years of business-to-business sales, business development, and/or financial services experience
• Background in accounting or finance required
• Experience serving Private Equity and Venture Capital clients preferred
• Strong interest in building a long-term career in business development
• Demonstrated success in both new business development and account management
• Proven ability to build relationships, close deals, and retain clients
• Experience generating qualified leads, referrals, and follow-up opportunities
• Strong consultative selling skills with the ability to identify client needs and recommend effective solutions
• Excellent negotiation, communication, and problem-solving skills
• Ability to thrive in a fast-paced environment, manage multiple priorities, and work with urgency
• Self-motivated, competitive, resourceful, and results-oriented
• Comfortable working both independently and collaboratively in a team environment
• Proficiency with HubSpot and Salesforce
• Experience with both inside sales and outside sales
• General understanding of Venture Capital fund administration
• Working knowledge of Microsoft Office and Google Docs
• Excellent verbal and written communication skills in English

Benefits

We recognize the value of our employees’ contributions and offer a comprehensive compensation and benefits program, including:

• 401(k) with employer match
• Health benefits
• Bonus program
• Paid vacation
• Floater holidays
• Company-paid holidays

We also support professional growth through continuous training, certification opportunities, mentorship, and a collaborative team environment.

Equal Opportunity Employer

Kranz Consulting is an equal opportunity employer and encourages applications from individuals of all backgrounds and experiences.