Remote, US · Full-time · Reports to the Director of Sales
About HolistiplanHolistiplan offers award winning tax planning software specializing in tax planning, insurance risk management, and soon to be estate! We’re known for our industry leading tactical tax planning, reporting, and scenario analysis solutions serving over 10,000 firms and 60,000 users. Holistiplan has been voted the #1 tax planning software in the Kitces Report Studies and the #1 tax planning software for five consecutive years in the T3 / Inside Information Software Surveys.
Learn more at www.holistiplan.com.
The roleWe're hiring our first Lifecycle Account Executive. You'll sell to firms buying for their whole team, from RIAs and multi-advisor practices to CPA and tax firms, and you'll stay with those accounts as they grow. No handoff after the close. You'll own the relationship from first call through expansion and renewal, working closely with our Sales & Customer Success team.
This is a builder seat. A dedicated firm-level sales motion is new for us, so you'll help shape how we sell it, not just run a playbook someone else wrote.
What you'll do
Build your own pipeline into advisory and CPA firms, with minimal support from our SDR team
Run discovery and demos with firm owners, partners, financial planners, and the people doing the tax work
Build proposals, negotiate firm-level deals, and close
Grow your accounts through upgrades, added offices and users, and new products
Own renewals and stay close enough to each account to spot risk and opportunity early
Share what you hear in the market with Product and Marketing
Build the roadmap for this new role with the Director of Sales: what the motion looks like, what's working, and what to change
What you bring
3+ years closing B2B SaaS deals, including new business you sourced yourself
Experience carrying a quota across new business and expansion or renewals
Comfort selling to firm owners and working deals with several stakeholders
You care about where an account is in two years, not just this quarter
You work well with CS and see them as a partner
Self-starter who has hunted new business and lived on it: you build your own pipeline, and your results come from what you go out and win
Comfort with ambiguity: this role doesn't come with a map to success yet, and it's your job to draw one, working closely with the Director of Sales
Nice to have
Experience selling to CPA firms, accounting practices, or financial advisors
Background in tax, accounting, or wealth tech
CPA, EA, or CFP® credential, or time working in a practice
Holistiplan's culture
Remote-first with flexible schedules across time zones
High trust, high communication: we share progress, questions, and blockers early, often, and openly. Clear is Kind.
Preference for someone with a growth mindset and a bias for action, prioritizing consistency and collaborative resolutions
Practical over perfect: we work with clients to provide solutions that help real users embrace our platform to its full potential
Compensation$70,000 base, $120,000 OTE, with commission on new business and on growing and keeping your book.
Benefits
Unlimited PTO
Health insurance (medical/dental/vision)
401k with company match
Fun, positive team that values both hard work and work-life balance
All expenses paid annual company onsite at a hotel and resort
How to applyEmail your resume to jobs@holistiplan.com.