As an Account Executive, you'll play a key role in helping small business owners discover how Bookkeeper360 can simplify and strengthen their financial operations. You'll manage the full sales cycle from initial discovery through closing, while serving as a trusted advisor who understands each prospect's business goals and recommends the right solutions.
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
