Account Executive

KBKG - Tax Credits, Incentives & Cost Recovery; United States; On-site; USD 70,000 - 80,000; Full time

Job summary

KBKG LLC, a specialty tax provider, seeks an Account Executive to identify, qualify, and convert prospective clients through the full sales process—from initial outreach to contract execution. This role builds relationships with key decision-makers and educates prospects on KBKG’s tax services, developing tailored solutions aligned with client needs.

The ideal candidate is proactive, excels at pipeline management, closes new business, and ensures a smooth handoff to service delivery.

Qualifications

• Bachelor’s degree preferred.
• At least 2 years of experience in a similar role (B2B sales within CPA, tax, or financial services).
• Excellent verbal and written communication skills.
• Ability to work independently while thriving in a fast-paced, team-oriented environment.
• Strong attention to detail and analytical skills.
• Technologically proficient with Microsoft Office, especially Excel.
• Experience with Salesforce or HubSpot is strongly preferred.

Responsibilities

• Identify and research potential clients within the target market or industry verticals.
• Conduct outbound outreach via email, phone, LinkedIn, and other channels.
• Conduct discovery calls to assess fit, need, authority, budget, and timeline.
• Evaluate whether prospects meet eligibility criteria (e.g., for specific tax credits or services).
• Educate prospects on relevant service offerings and value proposition.
• Log qualification details and insights in the CRM for visibility and tracking.
• Build rapport with key decision-makers (CFOs, controllers, owners, etc.).
• Tailor communication and sales approach based on client type and service line.
• Handle objections and questions confidently, leveraging service line expertise.
• Nurture relationships through multiple touchpoints across the buyer journey.
• Prepare and deliver presentations, proposals, or estimates tailored to client needs.
• Collaborate with technical team or subject matter experts as needed during late-stage conversations.
• Negotiate terms and pricing within pre-approved guidelines.
• Own the contract signing and deal-closing process.
• Ensure a smooth transition from sales to service delivery teams.
• Provide internal teams with all necessary background, context, and documentation.
• Stay engaged to support early stages of client onboarding, if needed.
• Maintain accurate records of all sales activities and deal stages in the CRM.
• Forecast revenue and pipeline health regularly.
• Analyze performance data to identify opportunities for improvement.

Skills

B2B sales

CRM

Outbound outreach

Communication

Analytical skills

Excel

Education

Bachelor’s Degree

Tools

Salesforce

HubSpot

Excel

Job description

KBKG LLC, a Specialty Tax provider, empowers CPA firms to connect with their customers in a comprehensive and consultative manner. We are fast-growing, the most innovative in the industry, and named one of the Best of the Best firms by Inside Public Accounting. We help CPAs determine tax incentives that benefit their clients, and we are committed to handling each client relationship with care and diligence. Our ability to work seamlessly with CPAs is the reason so many leading firms and businesses across the nation utilize our expertise and trust KBKG with their clients. By partnering state-of-the-art technology with the best and brightest employees in the industry, we foster a culture of constant innovation and growth.

Job Description

The Account Executive is responsible for identifying, qualifying, and converting prospective clients through the full sales process, from initial outreach through contract execution. This role builds relationships with key decision-makers, educates prospects on KBKG’s specialty tax services, and develops tailored solutions that align with client needs. The ideal candidate is a proactive, consultative sales professional who can manage pipeline activity, close new business, and ensure a smooth handoff to service delivery teams.

Responsibilities

• Identify and research potential clients within the target market or industry verticals.
• Conduct outbound outreach via email, phone, LinkedIn, and other channels.
• Conduct discovery calls to assess fit, need, authority, budget, and timeline.
• Evaluate whether prospects meet eligibility criteria (e.g., for specific tax credits or services).
• Educate prospects on relevant service offerings and value proposition.
• Log qualification details and insights in the CRM for visibility and tracking.
• Build rapport with key decision-makers (CFOs, controllers, owners, etc.).
• Tailor communication and sales approach based on client type and service line.
• Handle objections and questions confidently, leveraging service line expertise.
• Nurture relationships through multiple touchpoints across the buyer journey.
• Prepare and deliver presentations, proposals, or estimates tailored to client needs.
• Collaborate with technical team or subject matter experts as needed during late-stage conversations.
• Negotiate terms and pricing within pre-approved guidelines.
• Own the contract signing and deal-closing process.
• Ensure a smooth transition from sales to service delivery teams.
• Provide internal teams with all necessary background, context, and documentation.
• Stay engaged to support early stages of client onboarding, if needed.
• Maintain accurate records of all sales activities and deal stages in the CRM.
• Forecast revenue and pipeline health regularly.
• Analyze performance data to identify opportunities for improvement.

Requirements

• Bachelor’s Degree preferred.
• At least 2 years of experience in a similar role (B2B sales within CPA, tax, or financial services).
• Excellent verbal and written communication skills.
• Ability to work independently while also thriving in a fast-paced, team-oriented environment.
• Strong attention to detail and analytical skills.
• Technologically proficient with Microsoft Office, especially Excel.
• Experience with Salesforce or HubSpot is strongly preferred.

Salary

base of $70,000 - 80,000; OTE $120,000 - 180,000

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.

An Equal Opportunity Employer

• We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and selection decisions be based on job-related factors.