Account Executive

Kranz Consulting; Florida; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401K with employer match

Health benefits

Bonus program

Vacation and holidays

Job summary

Kranz Consulting seeks an experienced Account Executive to drive new client growth and retention for finance staffing and financial consulting services. The role focuses on expanding Kranz’s presence with private equity and venture capital clients, reporting to the SVP of Business Development.

This on-site position is based in our Orange County office, with responsibilities spanning territory management, lead generation, networking, and consultative selling to C-suite executives and portfolio

Qualifications

• Bachelor’s degree required.
• 7–10 years of B2B development experience and/or working in a financial services role; accounting/finance background is required.
• Experience working in a Private Equity and Venture Capital Services environment is preferred.
• Proficiency with HubSpot and Salesforce required.
• Must be able to close during sales calls, build relationships, and meet deadlines.

Responsibilities

• Manage territory and CRM-driven activity, develop business through research, prospecting, and appointments.
• Develop and maintain lists for private equity and venture capital funds and their portfolio companies; build relationships with portfolio teams.
• Research and qualify sales opportunities for new and existing clients.
• Attend networking events and maintain active participation in professional organizations.
• Meet weekly activity targets and drive revenue growth through consultative selling.
• Engage clients via calls, meetings, and networking to expand Kranz's presence and serve as a strategic partner.
• Sell finance staffing, project, and recruiting services to clients and VC firms; develop go-to-market strategies and territory plans.
• Identify clients’ staffing needs and provide staffing solutions with a consultative approach.
• Close during sales calls, negotiate terms, and leverage referrals to generate new business.
• Track sales metrics and consistently work toward quotas.

Skills

Business development

Account management

Sales

Negotiation

Client relationships

Communication

Lead generation

Networking

Consultative selling

Closing

Education

Bachelor's degree

Tools

HubSpot

Salesforce

CRM

Microsoft Office

Google Docs

Job description

Account Executive

For over two decades, Kranz Consulting has been the recognized leader in providing superior financial consulting advisory services requested by CEOs, Boards, CFOs and the most prominent Venture Capital firms.

Kranz Consulting is looking to hire an experienced Account Executive to join their Silicon Valley-based team. Your responsibilities will be focused on driving new client growth and retention and expanding Kranz’s overall presence in the marketplace. This role will report to the Kranz SVP of Business Development.

This role is an on-site position and will be based in our Orange County office.

Roles and Responsibilities:

• Manage assigned territory in an organized and systematic fashion via our CRM. Develop business through a combination of methods that may include all or in part: research, lead generation, prospecting, networking and in-person appointments with new and inactive clients, cold calling, both in-person and via telephone and other electronic media such as social networking tools and techniques.

• Develop and maintain prospect lists for existing and new private equity and venture capital funds along with their portfolio companies, and building relationships with portfolio company management teams.

• Research and qualify sales opportunities for new and existing clients.

• Maintain active participation and membership in networking organizations.

• Meet all minimum requirements for weekly appointment activity and revenue growth.

• Regularly make calls, attend client meetings and social events, and leverage your network to deepen ties with organizational leaders, hiring managers, and C‑suite executives while serving as a consultative business partner.

• Manage sales and marketing efforts to sell finance/accounting staffing and financial consulting services to companies and venture capital firms.

• Develop and implement sales go‑to‑market strategies, territory action plans to expand current business, and identify new opportunities within the financial services marketplace

• Identify clients' technical accounting staffing needs and provide staffing solutions by utilizing a consultative sales approach

• Sell finance staff augmentation, project, consultant, and recruiting services to new and existing clients through cold calling, outbound sales presentations, and networking activities

• Demonstrate excellent sales, negotiation, communication, and problem‑solving skills in a fast‑paced environment

• Track sales data and work to achieve sales quotas and goals.

Requirements:

• Bachelor’s degree required.

• 7-10 years of business-to-business development experience and/or working in a financial services role; accounting/finance background is required.

• Experience working in a Private Equity and Venture Capital Services environment is preferred.

• Must have a strong desire to build a career in business development by using proven closing skills and the ability to build client relationships.

• A combination of business development and account management skills are required.

• Ability to multi‑task and persevere in a fast‑paced, dynamic environment with a sense of urgency.

• Must have a proven track record of success and be a competitive and self‑motivated individual.

• Proficiency with HubSpot and Salesforce required

• Experience with inside and outside sales

• Must be able to work well in a team environment as well as independently

• Demonstrated ability to meet deadlines and respond quickly and appropriately to departmental staffing needs

• Ability to close during sales calls, overcome objections, and the ability to negotiate

• Have a track record of retaining customers

• Ability to generate referrals and follow up with them

• Ability to generate qualified leads

• Consultative‑oriented sales approach

• Strong persuasive abilities, sound judgment, and a sense of urgency are critical to this position

• Competitive, driven, ambitious, resourceful, proven leader and self‑motivated traits

• Excellent communication and interpersonal skills with the confidence and resilience to interact with leadership teams

• Excellent spoken and written English

• General understanding of Venture Capital Fund Administration

• General knowledge of Microsoft Office and Google Docs

Benefits

The company recognizes your contributions to our growth and allows you to participate in a comprehensive compensation program which includes 401K with employer match, health benefits and our bonus program. In addition, full‑time employees are eligible for vacation, floater holidays, and paid company holidays. We encourage individual development, support continuous training (through various certification courses), provide mentors for your career goals and promote teamwork.

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