Associate Account Executive (SF)

present of AI; San Francisco (CA); Hybrid; USD 50,000 - 75,000; Full time

Job summary

present of AI is seeking an entry-level Sales role in San Francisco, with remote US options. This high-volume closing seat focuses on bookkeeping, tax and R&D tax credit packages for startups, with inbound leads and scheduled meetings driving the pace.

A successful candidate will have 1–2 years of quota-bearing experience (SDR/BDR/closer), strong CRM discipline, and the ability to discuss basic finance topics credibly while guiding customers toward automated solutions.

Qualifications

• Entry level role with 0–2 years quota-bearing sales experience.
• Experience in SDR/BDR or short-cycle closing is a plus.
• Ability to read startup finances and explain automation benefits.

Responsibilities

• Handle high-volume closing for bookkeeping and tax packages.
• Convert inbound inquiries into booked meetings with clear quotes.
• Attend SF startup events to network and generate opportunities.

Skills

Quota carrying sales

CRM fluency

Strong communication

Basic finance knowledge

Tools

HubSpot

Job description

Sales · San Francisco, CA / Remote (US) · Full-time · Entry level

This is a high volume closing seat for early stage startup founders, handling short sales cycles on bookkeeping, tax and tax credit packages. Most leads arrive through inbound and booked meetings, so the work is fast discovery, clear quotes and steady follow up, plus regular attendance at SF startup events. A strong candidate has one to two years carrying a quota as an SDR, BDR or short cycle closer, stays organized in a CRM, and can talk credibly about basic finance topics.

How it fits the AI era

Much of the routine bookkeeping and tax prep this company sells is automated, so the seller's job leans on explaining what the automation does and where a human accountant still steps in. Founders still want a person who can read their situation and recommend a setup, and that judgment and trust building stay human. The role rewards someone who understands the tools well enough to sell the outcome rather than the software.

How it builds AI experience

Selling an automated bookkeeping and tax product gives direct exposure to how AI plus CPA services are packaged and priced for startups. A candidate can build relevant knowledge by learning how bookkeeping, tax filing and R&D tax credits work, and by getting comfortable demoing automated workflows. Familiarity with a CRM and with startup finance basics would carry over well here.

Worth showing

• Quota carrying sales record
• HubSpot or CRM fluency
• Bookkeeping and tax basics
• SF startup event networking

This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.

About Fondo

An AI plus CPA bookkeeping and tax service for startups that automates monthly books and finds R&D tax credits, backed by a dedicated human accountant.