Lifecycle Account Manager

Holistiplan; United States; Remote; USD 70,000 - 120,000; Full time

Benefits offered by this job

Unlimited PTO

Health insurance (medical/dental/vison

401k with company match

Annual onsite company trip

Job summary

Holistiplan is hiring its first Lifecycle Account Executive to sell to advisory and CPA firms and to own relationships through expansion and renewal. You’ll build a dedicated firm-level sales motion and partner with Sales and Customer Success on growth strategies.

This remote-first role emphasizes pipeline creation, discovery, and demos with firm owners and stakeholders, while shaping the role’s roadmap with leadership.

Qualifications

• 3+ years closing B2B SaaS deals.
• Experience carrying a quota across new business and expansion or renewals.
• Comfort selling to firm owners and working deals with several stakeholders.
• You care about where an account is in two years, not just this quarter.
• You work well with CS and see them as a partner.
• Self-starter who has hunted new business and built your own pipeline.
• Comfort with ambiguity: this role doesn’t come with a map to success yet.

Responsibilities

• Build your own pipeline into advisory and CPA firms, with minimal support from our SDR team.
• Run discovery and demos with firm owners, partners, financial planners, and the people doing the tax work.
• Build proposals, negotiate firm-level deals, and close.
• Grow your accounts through upgrades, added offices and users, and new products.
• Own renewals and stay close enough to each account to spot risk and opportunity early.
• Share what you hear in the market with Product and Marketing.
• Build the roadmap for this new role with the Director of Sales: what the motion looks like, what’s working, and what to change.

Skills

B2B SaaS sales

Quota ownership

Firm owner sales

New business development

Ambiguity tolerance

CS collaboration

Job description

Lifecycle Account Manager

Posted 1 week ago

Remote, US · Full-time · Reports to the Director of Sales

About Holistiplan

Holistiplan offers award winning tax planning software specializing in tax planning, insurance risk management, and soon to be estate! We’re known for our industry leading tactical tax planning, reporting, and scenario analysis solutions serving over 10,000 firms and 60,000 users. Holistiplan has been voted the #1 tax planning software in the Kitces Report Studies and the #1 tax planning software for five consecutive years in the T3 / Inside Information Software Surveys. Learn more at www.holistiplan.com.

The role

We’re hiring our first Lifecycle Account Executive. You’ll sell to firms buying for their whole team, from RIAs and multi-advisor practices to CPA and tax firms, and you’ll stay with those accounts as they grow. No handoff after the close. You’ll own the relationship from first call through expansion and renewal, working closely with our Sales & Customer Success team.

This is a builder seat. A dedicated firm-level sales motion is new for us, so you’ll help shape how we sell it, not just run a playbook someone else wrote.

What you’ll do

• Build your own pipeline into advisory and CPA firms, with minimal support from our SDR team
• Run discovery and demos with firm owners, partners, financial planners, and the people doing the tax work
• Build proposals, negotiate firm-level deals, and close
• Grow your accounts through upgrades, added offices and users, and new products
• Own renewals and stay close enough to each account to spot risk and opportunity early
• Share what you hear in the market with Product and Marketing
• Build the roadmap for this new role with the Director of Sales: what the motion looks like, what’s working, and what to change

What you bring

• 3+ years closing B2B SaaS deals, including new business you sourced yourself
• Experience carrying a quota across new business and expansion or renewals
• Comfort selling to firm owners and working deals with several stakeholders
• You care about where an account is in two years, not just this quarter
• You work well with CS and see them as a partner
• Self-starter who has hunted new business and lived on it: you build your own pipeline, and your results come from what you go out and win
• Comfort with ambiguity: this role doesn’t come with a map to success yet, and it’s your job to draw one, working closely with the Director of Sales

Nice to have

• Experience selling to CPA firms, accounting practices, or financial advisors
• Background in tax, accounting, or wealth tech
• CPA, EA, or CFP® credential, or time working in a practice

Holistiplan’s culture

• Remote-first with flexible schedules across time zones
• High trust, high communication: we share progress, questions, and blockers early, often, and openly. Clear is Kind.
• Preference for someone with a growth mindset and a bias for action, prioritizing consistency and collaborative resolutions
• Practical over perfect: we work with clients to provide solutions that help real users embrace our platform to its full potential

Compensation

$70,000 base, $120,000 OTE, with commission on new business and on growing and keeping your book.

Benefits

• Unlimited PTO
• Health insurance (medical/dental/vision)
• 401k with company match
• Fun, positive team that values both hard work and work-life balance
• All expenses paid annual company onsite at a hotel and resort