Sales Executive, SMB; Tax

Employer Industry: Legal and Financial Services

• Salary up to $237,900 USD
• Flexibility to work from anywhere for up to 8 weeks per year
• Comprehensive benefits package including flexible vacation, mental health days, and tuition reimbursement
• Strong focus on career development and growth with continuous learning opportunities
• Opportunity to make a positive impact in your community through paid volunteer days and ESG initiatives
• Collaborative and innovative work culture with a commitment to inclusion and belonging

• Identify and build opportunities within commercial accounts in a defined territory
• Manage the sales cycle from prospecting to closing deals using One Source sales methodology
• Maintain relationships with customers post‑sale for upselling opportunities
• Regularly update management on activities and maintain accurate records in CRM systems
• Provide market and competitive intelligence to inform internal business decisions

• Bachelor’s degree or equivalent experience in sales
• 5+ years of experience in consultative sales, particularly in complex software and services
• Proven success in maintaining customer satisfaction and achieving sales quotas
• Strong organizational and time management skills to meet urgent deadlines
• Experience leading complex negotiations and delivering on agreements

• Knowledge in accounting/tax acumen
• Experience in creating accurate sales forecasts and reports
• Strong experience with communication platforms such as SFDC, MS Excel, and Power Point
• Proven ability to engage with C‑suite executives
• Experience in a fast‑paced, team‑oriented environment

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