Account Executive at Bookkeeper360

About Bookkeeper360:

Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services, powered by AI-driven insights. Since 2012, we’ve been a trusted partner to thousands of business owners and have earned recognition from NerdWallet, Forbes, and Entrepreneur as a top bookkeeping solution.

We’re proud to be named one of Accounting Today’s 2026 Best Firms to Work For, 2026 Inc. Best Workplaces, and a Fastest Growing Company by Inc. 5000. With a 4.8-star Google rating from 1,000+ clients, we’re growing fast and expanding our team to meet demand.

Want to learn how it all started? Check out the story of our founder and CEO.

About the Role:

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.

What You'll Do:

• 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

How To Be Successful In This Role:

• Driven and competitive: You're motivated by goals, enjoy winning, and consistently strive to exceed expectations.

• Relationship builder: You naturally establish trust and credibility while creating meaningful connections with prospective clients.

• Consultative mindset: You ask thoughtful questions, actively listen, and recommend solutions that genuinely solve business challenges.

• Highly organized: You effectively manage multiple opportunities while maintaining strong attention to detail and follow-through.

• Resilient: You embrace challenges, learn from setbacks, and maintain a positive attitude in a fast-paced sales environment.

• Tech-forward: You're comfortable learning new technology and using CRM systems, sales tools, and virtual meeting platforms to maximize productivity.

What Gets You to the Top of the List:

• 3+ years of consultative B2B sales experience with a proven track record of exceeding quota

• Experience selling accounting, payroll, HR, tax, financial services, SaaS, or professional services

• Platform experience with HubSpot and PandaDoc.

• Strong discovery, objection handling, negotiation, and closing skills

• Excellent written and verbal communication skills

• Ability to build rapport with business owners and executive-level decision makers

• Experience selling to small and mid-sized businesses is highly preferred

• A Bachelor's degree in Business, Marketing, Finance, or a related field (preferred)

• Bonus: Experience working in a high-growth, remote-first, technology-driven environment

What You Can Expect as a Team Member:

• OTE $120,000 - $140,000

  • Base Salary range from $60,000-$70,000/year + uncapped commission

• Performance-based incentive bonus when you exceed On-Target Earnings (OTE)

• Comprehensive benefits package including medical, dental, and vision

• 401(k) with employer match after the first year

• Paid parental leave for all parents (biological, adoptive, and foster)

• Fully remote work environment

• Unlimited PTO after your first year

• Company-paid holidays

• Team-building events and virtual activities

• Career development and internal promotion opportunities