Associate Account Executive

Trullion; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Trullion is hiring an Associate AE to drive sales to US finance teams and Top 500 audit firms. This entry-level closing role focuses on building quality pipeline from inbound inquiries and outbound prospecting, guiding prospects from discovery to close.

In this role you’ll own discovery calls and demos, collaborate with marketing on campaigns, and learn the full sales motion under mentorship from experienced leaders. Path to an Account Executive position is clear.

Qualifications

• Strongly preferred: accounting or audit experience; CPA certification is a plus.
• Familiarity with lease accounting standards.
• Willingness to own a full sales cycle from sourcing to signed deal.
• Clear, confident communicator in writing and on the phone.
• SDR/BDR experience with a track record of booking meetings and hitting targets.
• Experience with Salesforce, Outreach, LSN, and other pipeline-generating tools.
• 2+ years in a quota-carrying B2B SaaS/AI sales role.

Responsibilities

• Manage inbound pipeline and run targeted outbound campaigns (email, phone, LinkedIn).
• Book meetings and lead them through to close.
• Run discovery calls and demos and build the business case for buyers.
• Manage opportunities through to close and keep accurate pipeline in Salesforce.
• Support partner events and campaigns for audit firms as needed.
• Collaborate with marketing on campaigns, events, and partnerships.

Skills

Prospecting

Discovery calls

Demos

Communication

Outbound outreach

Education

Bachelor's degree (preferred)

Tools

Salesforce

Outreach

LinkedIn

Job description

• We’re hiring an ambitious Associate AE to drive Trullion sales to US finance teams and the Top 500 audit firms
• This is an entry-level closing role and a first step into full-cycle sales, sourcing quality pipeline with prospects and taking the best of them through to a close
• This is especially exciting now as demand from marketing’s inbound motion is massively increasing and you’ll be the first interaction for many of our 2027 customers
• For your first six months, you’ll focus on working our inbound pipeline and outbounding into US accounts
• You’ll continue ownership by running your own discovery calls and demos, and you’ll work deals through the full sales cycle
• You’ll get day-to-day mentorship from experienced sales leaders who understand the buying habits within the Office of the CFO and top audit firms, as well as partner closely with the marketing team on campaigns, events, and partnerships
• You’ll learn the whole sales motion quickly, and have clear sight on a path into a full Account Executive position
• Manage inbound pipeline and run targeted outbound (email, phone, LinkedIn) campaigns
• Book meetings, then take them yourself, so interest turns into conversations quickly
• Run discovery and demos, build the business case, and manage opportunities through to close
• Keep accurate pipeline and activity records in Salesforce
• Support partner events and join campaigns to audit firms when needed
• Help wherever the office needs it. This is a small team and everyone pitches in

Strongly preferred: Experience in accounting or audit, complemented with CPA certification. Familiarity with lease accounting standardsWillingness to own a full sales cycle, from sourcing and outbounding to a signed dealClear, confident communicator in writing and on the phoneSDR or BDR experience with a record of booking meetings and hitting targetsExperience with Salesforce, Outreach, LSN, and other pipeline-generating tools2+ years of experience in a quota-carrying B2B SaaS / AI sales role