Account Executive

Job Title: Account Executive

Position Type: Full-Time, Remote

Working Hours: U.S. Business Hours

About the Role

We are looking for a Account Executive to own the entire sales process end to end — from first touch to close and clean handoff. This is not an SDR or appointment-setting role. You will be responsible for closing new clients by running structured, consultative sales conversations with small business owners.

This role operates in a highly structured, process-driven, and tech-forward environment. Onboarding is bootcamp-style and self-paced, with defined modules, scripts, courses, and assessments. Success in this role requires emotional resilience, comfort with complexity, and the ability to learn independently without shutting down when things feel overwhelming early on.

Responsibilities

Full-Cycle Sales Ownership

• Own the complete sales cycle: inbound + outbound → pre-qualification → booked calls → discovery → proposal → close → clean handoff
• Run structured 45-minute discovery calls and 10-minute pricing previews
• Close 3+ new clients per week by executing a repeatable, disciplined sales process
• Present proposals the same day and confidently move deals to close

Consultative Selling to SMB Owners

• Speak directly with overwhelmed small business owners
• Guide conversations calmly and clearly without adding confusion
• Ask strong discovery questions to uncover real business pain
• Discuss pricing confidently without hesitation or reliance on discounting

Pipeline Management & Follow-Up

• Maintain strict pipeline hygiene: every lead has a next step and follow-up date
• Execute multi-touch follow-up sequences independently
• Close deals without relying on others to chase, rescue, or intervene

Systems, Tools & Learning

• Work across approximately 20 different systems and tools
• Complete structured onboarding through self-paced learning modules and quizzes
• Use internal knowledge bases and AI-powered resources to solve problems independently
• Adapt quickly in a process-heavy, organized, and AI-forward environment

What Makes You a Perfect Fit

• You are emotionally resilient and can handle feeling overwhelmed early without disengaging
• You thrive in structured environments with clear processes and expectations
• You take ownership of numbers, outcomes, and execution
• You are confident, steady, and clear when guiding SMB owners through decisions
• You prefer consultative selling over pressure or price-based tactics

Required Experience & Skills

• Proven full-cycle closing experience (lead to closed-won); not SDR-only or appointment setting
• Experience selling to small and medium-sized business owners
• Comfortable running structured calls and closing without hesitation
• Strong follow-up discipline and pipeline management mindset
• Experience selling recurring monthly offers (subscriptions or retainers)
• Ability to clearly explain past performance metrics (quota, close rate, pipeline)
• Experience in speed-to-lead, high-volume sales environments
• High level of independence and self-service problem-solving

Preferred (Nice to Have)

• Experience selling accounting, bookkeeping, payroll, HR, fintech, SaaS, or merchant services to SMBs
• Familiarity with basic business finance concepts (cash flow, P&L, bookkeeping challenges)
• Background in payroll (ADP, Paychex, Gusto), PEO, HR/benefits, payments, lending, or SMB SaaS sales

Key Metrics for Success (KPIs)

• 3+ new clients closed per week
• Strong close rates without discount-driven tactics
• Clean pipeline with accurate next steps and follow-ups
• Consistent progression through each sales stage
• Clean handoff with expectations correctly set

Interview Process

• Initial Screening
• Sales Interview
• Final Interview
• Offer & Onboarding

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