Job Summary:

We are seeking a highly motivated and experienced Sales Executive to join our dynamic sales team. The successful candidate will be responsible for selling our cutting-edge tax advisory software to accountants, CPA firms, and Financial Advisors. This is an exciting opportunity for an ambitious individual who thrives in a competitive sales environment and has a proven track record of success in outside sales within the accounting vertical.

Key Responsibilities:

• Achieve and exceed annualized sales revenue quota by acquiring new clients and expanding relationships with existing clients in the accounting, CPA firm, and Financial Advisor sectors.
• Conduct thorough market research to identify potential clients, industry trends, and competitive offerings.
• Build and maintain a robust sales pipeline through prospecting, cold calling, networking, and leveraging industry connections.
• Develop and deliver compelling sales presentations and demonstrations to showcase the value proposition of our tax advisory software.
• Collaborate with the marketing team to execute targeted sales campaigns and promotions.
• Negotiate and close sales agreements, ensuring terms and conditions are favorable for both the client and the company.
• Provide regular sales forecasts and updates to the executive team, including detailed account plans and progress reports.
• Stay current on industry trends, competitor activities, and changes in the regulatory environment related to tax advisory services.

Qualifications:

• Bachelor's degree in Business, Marketing, or a related field.
• 3-5 years of demonstrated success in outside sales with a focus on B2B in the accounting vertical.
• Proven ability to meet and exceed sales quotas consistently.
• Experience selling software solutions, preferably in the tax advisory or financial services sector.
• Strong understanding of accounting practices and principles.
• Excellent communication and interpersonal skills, with the ability to establish rapport and build relationships with clients.
• Self-motivated, goal-oriented, and able to work independently with minimal supervision.
• Experience with Customer Relationship Management (CRM) software.
• Proficiency in Microsoft Office Suite and Google Suite.
• Willingness to travel as needed.

If you are a results-driven sales professional with a passion for technology and a deep understanding of the accounting industry, we invite you to apply for this exciting opportunity. Join us in revolutionizing the way accountants, CPA firms, and Financial Advisors navigate the complex world of tax advisory services with our innovative software solutions. Apply today and be part of a dynamic team committed to success!

Knowledge, Skills, and Other Abilities:

• Ability to uncover the client’s needs and tie them to TaxPlanIQ and services
• Strong relationship-building skills, that include global awareness, both globally and culturally, can influence and assist them in vital decision-making, and builds strong connections with all levels, from the chief executive officer to the front lines
• Builds strong relationships internally across all departments, including virtual, ensuring a cross-functional approach to client, and project management
• Trained in meeting facilitation, and outstanding communication, presentation, and facilitation skills

Physical Demands:

• The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully.
• Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
• While performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands, and talk or hear.
• The employee is occasionally required to reach with hands and arms, climb or balance, stoop, kneel, crouch or crawl, and taste or smell.

Work Environment:

• Collaborative efforts and digital interactions characterize our remote work environment.
• Employees are expected to engage in video calls with clients, maintaining a professional demeanor and following company guidelines during virtual interactions.
• The work environment characteristics described here represent those an employee encounters while performing the essential functions of this job.
• Reasonable accommodations may enable individuals with disabilities to perform essential functions—ability and willingness to work outside of regular business hours to accommodate clients in different time zones.
• The noise level in the work environment is usually moderate.

TaxPlanIQ Standards

C - Courageous

No Status Quo! Our business is built on courageous innovation. Resist the acceptance of the status quo... We don’t do things just because it’s always been done that way. Innovate where it makes sense. Move the needle for our goals.

O - Optimistic

Every day is an adventure! Solving problems is essential to creating a great business; the more problems to solve, the more successful the business becomes. So, we look at problems and challenges as opportunities to improve our business and ourselves. We strive to enter all situations with a positive perspective. We are grateful for our work on a daily basis.

R - Respectful & Honest

Be Honest, Kind, charitable, and have integrity. We build stepping stones out of stumbling blocks, navigating with grace for others and ourselves. We value upright kindness in our relationships and are real and open. We respect every being, furry or not. We practice Humble candor, and we prioritize diversity and charitable giving. Our founder is an open follower of Christ and the Christian faith, but we respect all faiths and beliefs just as the Christian faith teaches us.

E - Exceptional & Empathetic

As trailblazers, we get things done using the best and the brightest resources. We invest our time innovating to make your time more valuable. To go above and beyond always and make sure we are the best in every single area. Always pushing ourselves to be better than yesterday.

U - United

We foster a close-knit community within our team and beyond, weaving connections through collaboration. Together, we create a supportive network built on empathy, uniting for shared success and recognizing our strength in unity, both internally and in our wider community.

S - Spirited

We boldly tackle challenges with passion and curiosity, finding joy in discovering new solutions. Our resilience empowers us to adapt, grow, and succeed, turning obstacles into stepping stones towards remarkable growth.

Application Process:

To apply, please submit your resume and a cover letter (video is a plus!) detailing your passion for tax advisory, SaaS accounting experience, and your vision for contributing to our team to careers@TaxPlanIQ.com. We’re excited to hear how you can be a part of our growth story!

Job Type: Full-time

Pay: Base salary ranges based on experience at $70K+ based on experience + Sales quota

Benefits:

• 401(k)

• Dental insurance

• Vision insurance

• Health Insurance available after 30 days

• Work from home

Work Location: Remote