Remote Lifecycle Account Executive — Build & Grow SaaS

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

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.