Account Executive

Accruity; Pittsburgh (Allegheny County); On-site; USD 65,000 - 95,000; Full time

Job summary

Accruity is seeking an Account Executive to aggressively close new business and expand relationships with existing clients in a national market. You will drive the Insights Package across real estate professionals and investors, traveling to events and masterminds as needed to build a robust pipeline.

Success requires confident communication, an understanding of P&L and entity structure, and the ability to articulate value beyond simple software demos.

Responsibilities

• You are the hunter. Your job is to close. Every day, all day. You will work the pipeline, make the calls, attend the events, follow up until you get an answer, and convert warm referrals into paying clients.
• You will also own existing client relationships with one specific goal: upsell.
• Our primary sales motion is the Insights Package — a one‑time deep‑dive analysis of a client’s financial picture, back office infrastructure, and tax position, priced between $3,500 and $6,500.
• Understand what you are selling. This is accounting, tax strategy, and back‑office infrastructure delivered as a service.
• You will travel to masterminds, industry events, and affiliate rooms to represent Accruity in person.

Job description

About this position

At Accruity, we’re building something meaningful — for our clients and for each other. We’re a people-focused accounting services firm that helps business owners get back to what they do best by handling the financial heavy‑lifting with clarity, consistency, and care. We support nearly 100 clients across the country with scalable, high‑quality accounting solutions — and we’re just getting started.

We’re growing intentionally, investing in the right systems, structure, and culture to support great work and sustainable careers. Inside our team, we lead with trust, autonomy, and accountability — no micromanaging, no performative fluff. Just thoughtful self‑starters doing real work, done well.

We believe the right fit matters most. We look for people who take ownership, invest in relationships, and aim to raise the standard every day. Our ideal teammate is reliable, curious, collaborative, and committed to growing — someone who welcomes feedback, takes initiative, and values being part of something bigger than themselves. If you’re always learning and believe how you show up matters, we think you’ll thrive here.

ACCRUITY

At Accruity, we’re building something meaningful — for our clients and for each other. We’re a people-focused accounting services firm that helps business owners get back to what they do best by handling the financial heavy‑lifting with clarity, consistency, and care. We support nearly 100 clients across the country with scalable, high‑quality accounting solutions — and we’re just getting started.

We’re growing intentionally, investing in the right systems, structure, and culture to support great work and sustainable careers. Inside our team, we lead with trust, autonomy, and accountability — no micromanaging, no performative fluff. Just thoughtful self‑starters doing real work, done well.

We believe the right fit matters most. We look for people who take ownership, invest in relationships, and aim to raise the standard every day. Our ideal teammate is reliable, curious, collaborative, and committed to growing — someone who welcomes feedback, takes initiative, and values being part of something bigger than themselves. If you’re always learning and believe how you show up matters, we think you’ll thrive here.

ACCRUITY

Account Executive · Professional Services Sales Pittsburgh, PA · Full-Time · In-Person

Stop Reading If This Is You:

If you went to school for sales, took a course on closing techniques, know how to build a pipeline in Salesforce, and feel like that makes you qualified.....this is not your job. We have seen that person. They sit at a desk, work warm leads handed to them, hit maybe 60% of their number, and blame the market.

If you think sales is a 9-to-5 where you make 20 calls a day, take a two-hour lunch, and wait for inbound leads to land in your inbox.....this is not your job.

If you need a manager to script your calls, coach every objection, and remind you to follow up.....this is not your job.

If your whole career has been selling software.....running demos, comparing feature lists, closing 30-day cycles on something that explained itself.....this is probably not your job. There is no demo here. There is no product tour. You are selling expertise to a business owner who is deciding whether to trust you with their finances.

If you are still reading, keep going. This might be the best opportunity of your career.

Who We Are

Accruity is a national, full-service financial firm built exclusively for real estate investors, real estate professionals, and real estate-adjacent service businesses. We are not your grandfather's CPA firm. We are operators and investors ourselves. We understand the world our clients live in because we live in it too.

We file hundreds of tax returns. We handle bookkeeping, controllership, financial reporting, and tax strategy for founders and operators who are building serious businesses without a back‑office team. We have nearly 100 clients on monthly recurring engagements across the country and we are scaling fast.

Accruity is backed by SteelPoint Capital Holdings — a Pittsburgh‑based private investment platform founded by Casey Quinn. Casey built SteelPoint from zero after being fired as a CFO in 2019. He now owns and operates over $100M in real estate across 875+ units, runs six operating companies, and lends millions of dollars every month to real estate investors through Local First Lending. When Accruity clients see who is behind this firm, they are not looking at a brand. They are looking at a track record.

Our growth model is built on trust and presence. Casey Quinn speaks on stages at some of the most respected real estate masterminds and investor rooms in the country. Brandon Brittingham. Spring Bengtzen. Real affiliates. Real referrals. Real pipeline. There are hundreds of investors in our CRM right now who already trust Casey and nobody is calling them.

That is where you come in.

What This Job Actually Is

You are the hunter. Your job is to close. Every day, all day. You will work the pipeline, make the calls, attend the events, follow up until you get an answer, and convert warm referrals into paying clients. You will also own existing client relationships with one specific goal: upsell.

Our primary sales motion is the Insights Package — a one‑time deep‑dive analysis of a client’s financial picture, back office infrastructure, and tax position, priced between $3,500 and $6,500. Clients who go through Insights get delivered a full picture of where they stand and a roadmap for what they need. You will be the person who gets them there. And then you will be the person who converts them into a monthly recurring client on the back end.

Understand what you are selling. This is accounting, tax strategy, and back‑office infrastructure delivered as a service. The buyer is a founder or investor who is tired of not knowing their numbers. You do not have to be a CPA. You do have to sound like someone who has read a P&L, understands why entity structure matters, and can explain the difference between bookkeeping and a real controllership function. Our partners will back you on the technical depth. You carry the conversation.

You will travel to masterminds, industry events, and affiliate rooms to represent Accruity in person. You will build relationships with potential clients before they are ready to buy and be the first person they call when they are.

You are not here to nurture leads forever. You are here to close them.

What You Will Be Measured On. Nothing Else Matters:

Insights Packages closed per month. This is the primary number. You will have a target. You will hit it.

Insights to MRR conversion rate. After Insights delivery, clients are sold into monthly recurring engagements. You own that conversion.

Pipeline activity. Calls made, follow‑ups completed, leads worked. You will report a weekly scorecard. No surprises.

Upsell revenue from existing clients. Current clients are underutilized. Every relationship has room to grow. You find it and close it.

Event and mastermind leads generated. When you travel, you produce. Not business cards. Actual pipeline.

What You Will Do Day to Day

Work the existing pipeline. Hundreds of warm referrals are already in GoHighLevel. Your first job is to call every single one.

Follow up relentlessly. The sale goes to the person who follows up the most times without annoying the prospect. Learn the difference. Then do it.

Run discovery conversations with qualified prospects. Understand their business structure, financial situation, and what is keeping them up at night.

Present and sell the Insights Package. Explain the value, handle every objection, and close the engagement.

Attend masterminds, investor events, and affiliate rooms. Represent Accruity in person. Build relationships. Bring back the pipeline.

Convert Insights clients to monthly recurring engagements. The delivery team does the work. You do the close.

Own existing client relationships with an upsell mandate. Know what each client has. Know what they are missing. Ask for the business.

Maintain your pipeline in GoHighLevel with ruthless accuracy. No mystery deals. No stale stages. Real data, updated daily.

Report a weekly scorecard to the team. Calls made, meetings set, Insights closed, MRR added, upsells closed. Own the number.

Partner with leadership on pricing and scope conversations