Senior Sales Executive - SafeSend & SurePrep

Why consider this job opportunity

• Salary up to $331,500
• Flexible hybrid work model with options for remote work
• Comprehensive benefits package including flexible vacation, mental health days, and retirement savings
• Opportunities for career development and continuous learning through dedicated programs
• Inclusive and supportive company culture focused on work-life balance
• Chance to make a meaningful impact in the community through volunteer initiatives

• Act as a subject matter expert on Safe Send Returns (SSR) and Sure Prep, demonstrating their value to accounting firms
• Collaborate with Tax Workflow sales representatives to develop strategies and drive sales success
• Manage the full sales cycle from lead generation to closing, including negotiation and objection handling
• Prepare and present sales forecasts and performance metrics
• Mentor and support Associate and Sales Executives, fostering team development

• Minimum of 5 years of successful sales experience in software solutions, preferably in B2B or professional services
• High school diploma required; college degree preferred
• Proven ability to build long-term client relationships and lead complex sales cycles
• Strong communication, negotiation, and presentation skills with senior decision‑makers
• Familiarity with accounting and tax firm operations preferred

• Experience with Salesforce CRM or similar tools
• A positive, energetic attitude with a strong drive for results
• Strong organizational skills and responsiveness
• Experience in matrixed sales environments

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