Remote Account Executive - Fintech SaaS

Bookkeeper360; United States; On-site; USD 60,000 - 140,000; Full time

Benefits offered by this job

Base salary + uncapped commissions

Comprehensive benefits (medical, etc.)

401(k) with company match

Paid parental leave

Fully remote work environment

Unlimited PTO

Job summary

Bookkeeper360, a fintech leader in cloud-based accounting, is seeking an Account Executive to drive the full sales cycle from discovery to engagement. You will educate prospects on our accounting, payroll, tax, sales tax, HR, and advisory solutions, develop tailored proposals, and build trusted relationships with business owners while consistently meeting sales targets.

Fully remote, with competitive compensation including base salary and uncapped commissions, comprehensive benefits, and strong

Qualifications

• 3+ years of consultative B2B sales experience with a proven track record of exceeding quota.
• Experience selling accounting, payroll, HR, tax, financial services, SaaS, or professional services.
• Platform experience with HubSpot and PandaDoc.
• Strong discovery, objection handling, negotiation, and closing skills.
• Excellent written and verbal communication skills.
• Ability to build rapport with business owners and executive-level decision makers.
• Experience selling to small and mid-sized businesses is highly preferred.
• Bachelor's degree in Business, Marketing, Finance, or a related field.

Responsibilities

• Own the full sales cycle from qualified lead through signed engagement.
• Conduct discovery calls to understand prospective clients' business needs, challenges, and goals.
• Educate prospects on Bookkeeper360's accounting, payroll, tax, sales tax, HR, and advisory solutions.
• Develop customized service recommendations and pricing proposals.
• Build strong relationships with business owners and decision-makers through a consultative sales approach.
• Maintain accurate sales activity, pipeline, and forecasting within the CRM.
• Consistently meet or exceed monthly and quarterly sales goals.
• Collaborate with internal teams to ensure a smooth transition from sales to onboarding.
• Stay current on Bookkeeper360's service offerings, industry trends, and competitive landscape.
• Deliver an outstanding client experience throughout every stage of the sales process.

Skills

Consultative B2B sales

Account management

HubSpot

PandaDoc

Discovery & negotiation

Communication

Small business sales

Bachelor's degree

Remote work

Education

Bachelor's degree in Business/Marketing/Finance

Tools

HubSpot

PandaDoc

Job description

Bookkeeper360, a fintech leader in cloud-based accounting, is seeking an Account Executive to drive the full sales cycle from discovery to engagement. You will educate prospects on our accounting, payroll, tax, sales tax, HR, and advisory solutions, develop tailored proposals, and build trusted relationships with business owners while consistently meeting sales targets.

Fully remote, with competitive compensation including base salary and uncapped commissions, comprehensive benefits, and strong