Account Executive | Inbound

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Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes and file tax returns. As the first company in decades to receive IRS approvals to E‑file 1040, 1041, 1120, 1120S, and 1065 — we’re re‑inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline.

Instead’s investors include Sarah Guo from Conviction and many of our customers who believe in our mission and vision. The team comprises leaders from Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer, Bloomberg, PwC, BDO, RSM, and KPMG.

Our world‑class sales organization at Instead is looking for driven Account Executives for our Direct and channel roles who can build and nurture client relationships while delivering exceptional revenue results as we scale rapidly. Individuals who are strategic, customer‑focused, and passionate about closing a lot of deals will thrive  Account Executives own the process of converting new businesses and onboarding them into our products.

• Demonstrate Instead and calculate tax savings potential to new inbound leads to convert into customers. Superior education and closing skills needed. We push for a one‑call close.
• Attend inbound meetings directly on your calendar. No cold calling to people who don’t know us, only warm outbound trials and existing customers.
• Partner with implementation and customer success teams to ensure seamless onboarding.
• Maintain accurate sales forecasts and client relationship data within Salesforce.

• We manage a transactional sales cycle between 1‑7 days. Great sales craft is essential to success in our environment. Most deals close in 1‑2 calls.
• We’re a growth‑obsessed team. We’re looking for people who invest in themselves relentlessly.
• We hold a high bar. This is a performance culture and we expect effort and outcomes. There’s pressure, but you also get to be part of a winning team.
• We’re hyper‑focused on enabling our teams with tools and technology. We’re looking for people who are excited to lean into new tech.
• Sense of entrepreneurship: a self‑starter with high accountability and ability to thrive in a fast‑paced environment.

• 1+ years of successful B2B sales experience, preferably in SaaS or fintech
• Experience selling to owner‑operator small business owners
• Proven track record of consistently meeting or exceeding sales quotas
• Prior CRM experience (preferably Salesforce)
• Experience at a high‑growth startup
• Strong network of industry contacts
• Bachelor's degree from a four‑year university
• Competitive salary and equity in a rapidly growing company
• 100% medical coverage for you
• Unlimited PTO with quarterly bonus opportunities
• 401(k) with employer match
• Parental leave
• Work together with senior leadership in office located in Lehi, Utah

Mid‑Senior level

Full‑time

Sales and Customer Service;
Software Development;
Financial Services;
Accounting

Referrals increase your chances of interviewing at Instead by 2x

Lehi, UT $70,000.00‑$

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