Account Executive, Financial and Professional Services

Account Executive, Financial and Professional Services

Company: Taazaa

Location: Remote (Ohio and Midwest; travel to client sites required)

Employment Type: Full-time

Reports To: Chief Revenue Officer

A Senior Account Executive title and quota are available for candidates who bring an established firm-level book of business.

You have closed the books, run a fund reporting cycle, or led engagements at an accounting or advisory firm. You understand the challenges of month-end closing, reconciliations, reporting, and manual finance operations.

Taazaa is looking for an experienced sales professional with a strong accounting or financial services background to help regional accounting and advisory firms, fund managers, lenders, credit unions, and community banks modernize their finance operations.

This is a sales-focused role. You will own the financial and professional services book from the first conversation through the signed statement of work and remain closely involved with the account during its first year.

• Own a $2M first-year collected-revenue quota ($3M for Senior Account Executive) across mid-market firms with $50M–$500M in revenue.
• Lead discovery conversations with managing partners, CFOs, controllers, and fund operations leaders.
• Identify manual finance processes and develop solutions that deliver measurable business value.
• Sell Taazaa's finance solutions, including AI-assisted close, reporting and reconciliation, fund and asset reporting platforms, invoice and document processing, and private AI solutions.
• Build and manage your own pipeline through professional networks, accounting firms, credit unions, banks, fund managers, and existing partnerships.
• Develop proposals that demonstrate measurable improvements in closing timelines, reconciliation hours, reporting cycles, and audit outcomes.
• Lead conversations around SOC 1 and SOC 2 compliance, data handling, and client confidentiality.
• Coordinate with delivery teams after closing deals and remain the client's point of contact for the first 12 months.
• Maintain accurate opportunity and pipeline information in Hub Spot.

• 12+ years of experience in accounting, FP&A, fund operations, or a regional accounting or advisory firm.
• CPA certification or previous Controller experience preferred.
• Experience managing month-end close, fund reporting cycles, or audit engagements.
• Understanding of trial balances and financial operations.
• Experience purchasing or implementing finance systems such as ERP, fund administration, close management, or client accounting software.
• Ability to engage confidently with managing partners and CFOs.
• Established professional network across Ohio and the Midwest, particularly accounting firms, credit unions, banks, or fund managers.
• Ability to independently build a sales pipeline and manage outbound prospecting.

• Experience with a finance software vendor or client accounting services practice.
• Lending or fund administration experience.

• Learn Taazaa's solutions, fund platform reference accounts, and delivery model.

• Complete five accounting firm conversations and five finance operations conversations.
• Develop the finance offer page.
• Prepare one reference call for the vertical.

• Close the first statement of work.
• Prepare 12-month account plans for each open opportunity.

• Target Incentive: $150,000+
• On-Target Earnings: $250,000+

• Target Incentive: $110,000
• On-Target Earnings: $235,000
• Uncapped commission.
• Commission paid monthly in arrears on collected revenue.
• Accelerators for performance above quota.
• Full commission rate on all statements of work for 12 months from a new logo's first signed engagement, followed by a step-down.
• Health, dental, and vision insurance.
• 401(k).
• Paid time off.
• Home office and business travel expenses.