Note: The job is a remote job and is open to candidates in USA. KBKG is a specialty tax provider that helps CPA firms and their clients identify tax incentives and cost-recovery opportunities. The Account Executive identifies, qualifies, and converts prospective clients through the full B2B sales cycle, builds relationships with decision-makers, presents tailored solutions, closes contracts, and coordinates handoffs to service delivery teams.
Responsibilities
- Identify and research potential clients within the target market or industry verticals
- Conduct outbound outreach via email, phone, LinkedIn, and other channels
- Conduct discovery calls to assess fit, need, authority, budget, and timeline
- Evaluate whether prospects meet eligibility criteria (e.g., for specific tax credits or services)
- Educate prospects on relevant service offerings and value proposition
- Log qualification details and insights in the CRM for visibility and tracking
- Build rapport with key decision-makers (CFOs, controllers, owners, etc.)
- Tailor communication and sales approach based on client type and service line
- Handle objections and questions confidently, leveraging service line expertise
- Nurture relationships through multiple touchpoints across the buyer journey
- Prepare and deliver presentations, proposals, or estimates tailored to client needs
- Collaborate with technical team or subject matter experts as needed during late-stage conversations
- Negotiate terms and pricing within pre-approved guidelines
- Own the contract signing and deal-closing process
- Ensure a smooth transition from sales to service delivery teams
- Provide internal teams with all necessary background, context, and documentation
- Stay engaged to support early stages of client onboarding, if needed
- Maintain accurate records of all sales activities and deal stages in the CRM
- Forecast revenue and pipeline health regularly
- Analyze performance data to identify opportunities for improvement
Skills
- At least 2 years of experience in a similar role (B2B sales within CPA, tax or financial services)
- Excellent verbal and written communication skills
- Ability to work independently while also thriving in a fast-paced, team-oriented environment
- Strong attention to detail and analytical skills
- Technologically proficient with Microsoft Office, especially Excel
- Prolonged periods sitting at a desk and working on a computer
- Must be able to lift up to 15 pounds at a time
- Bachelor's Degree preferred
- Experience with Salesforce or HubSpot is strongly preferred
Benefits
- Commissions
Company Overview