Account Executive

Role Overview

In this role, you will grow and develop commercial relationships with accountants and bookkeepers within an assigned territory. You will work alongside partners to create and execute strategies that digitise their practices, driving positive outcomes for their businesses while contributing to revenue and subscription growth.

What You Will Do

Managing an allocated territory by categorising, prioritizing, and onboarding new accounting partners. Generating qualified opportunities through quarterly planning, targeted outreach, and marketing campaigns. Presenting workshops, running training sessions, and maintaining active touchpoints within Salesforce. Partnering with technical experts to showcase end-to-end accounting workflow solutions to prospective partners.

Why It Might Be a Fit

Experience in sales within a technology or SaaS environment, with a track record of building genuine rapport with partners. Passion for establishing new relationships, alongside a consultative approach to understanding customer needs.

Requirements

• Experience in sales within a technology or SaaS environment
• Track record of building genuine rapport with partners
• Passion for establishing new relationships
• Consultative approach to understanding customer needs
• Practical familiarity with practice management tools, small business accounting software, or similar platforms
• Self-motivated approach to territory management
• Comfort leading presentations, presenting workshops, or facilitating networking events
• Comfort using CRM systems like Salesforce to maintain clear account details and manage pipelines

Benefits

• Dental insurance
• Vision insurance