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Senior Account Executive - Financial & Tax Software

PeopleBound

Senior Account Executive - Financial & Tax Software

New York, NY +1 location
Full Time
Paid
  • Responsibilities

    Senior Account Executive – Financial Software - Los Angeles, San Jose, San Diego (remote with regional travel) – Sell the entire portfolio of tax software products in this region. Experience selling financial or tax products preferred. Generate new business opportunities to drive pipeline growth.

    Senior Account Executive – Financial Software Sales

    Location (multiple openings/territories): Los Angeles, San Jose, San Diego

    Job Number: 00223

    Apply online or send resume to barzin@peoplebound.com

    OPPORTUNITY SYNOPSIS

    • Generate new business opportunities to drive pipeline growth
      Prospecting via cold calls, email, and other marketing campaigns 
    • Collaborate with Sales Management and Marketing to develop targeted lists, call strategies, and messaging
      Research and build new contacts and existing accounts
    • Conduct high-level conversations with Senior Executives
    • Analyze prospect needs to identify business opportunities
    • Gain deep knowledge of Tax software products and services
    • Gain deep knowledge of competitors
    • Work with Product Management and Engineering for product improvement
    • Attends conferences, both local and national, in order to generate new leads of qualified prospects.
    • Develops responses to requests for proposals.
    • Assists Marketing Department with promotional events and conferences and provides feedback regarding marketing materials.
    • Utilizes Internet tools (i.e., OneSource) to research for opportunities at prospects and clients.
    • Generates necessary documentation to assist in deal closing (presentations, end user licenses, etc.)
    • Secures references from Firm clients.
    • Works with SMEs regarding CRM, OneSource, and the Prospect Register.
    • Coordinates with the Legal Department regarding agreement term and condition issues.
    • Assists with other projects as needed.
    • Performs other duties as assigned

    PROFESSIONAL SKILLS REQUIRED

    • Bachelor’s degree
    • 5-7 years of software sales experience preferred
    • Experience selling financial technology a plus
    • Demonstrable track record of success a must.
    • Strong cold calling and lead generation skills a must
    • Proven track record of exceeding sales quotas
    • Experience selling financial and/or tax-related tools preferred
    • Selling experience to Finance and/or Tax industry preferred
    • Excellent time management
    • Excellent written skills and highly articulate 

    Apply online or send resume to barzin@peoplebound.com

    Follow this link to apply directly to our job portal. 

    https://jobs.crelate.com/portal/peoplebound/job/bdw3od4xt6i9pq45b98oinzg1h

    No third party, please.  We currently do not accept resumes from staffing agencies.

    Must have United States work authorization.Must not need United States work authorization in the future.

  • Locations
    San Diego, CA • New York, NY