Account Executive, Tax, Risk, or Legal

Account Executive

This position is responsible for developing account plans for new and/or existing small to mid‑sized corporate accounts in an assigned territory. Prospects new customers and new business at existing customers and close full solution sales to corporate customers.

Locations for Tax:
Houston / New Orleans / Dallas (or hybrid out of MN, MI, or TX)

Locations for Risk:
Chicago / Wisconsin for one, Houston / New Orleans / Dallas for the order (or hybrid out of MN, MI, or TX)

In this opportunity as Account Executive, you will

• Prospecting:
  Actively seek out new business opportunities with both new and existing customers to build a strong sales pipeline. Keep your sales pipeline clean and up to date, aiming for 3‑4 times coverage of your sales targets on a monthly and quarterly basis.
• Account Management:
  Focus on companies with revenues of less than $500M, leading the entire sales process through account planning, including initial contact, account planning, deal closing to renewal.
• Sales Goals:
  Meet or exceed your revenue targets.
• Cross‑functional
  
  Collaboration:
  
  Work closely with other teams within the organization to tailor our solutions to address the customer needs.
• Relationship Building:
  Establish and maintain strong relationships with key decision‑makers and stakeholders, understanding their challenges and demonstrating how our solutions can address them.
• Salesforce Maintenance:
  Regularly update our CRM system () to maintain accurate records of your sales activities and provide reliable sales forecasts.
• Engage in direct client meetings either in person or via platforms like MS Teams.

You're a fit for the role of Account Executive if you have:

• College degree preferred with a minimum of 4 years direct field sales experience (sales experience in the corporate sector preferred) with proven, exemplary track record of sales quota over achievement.
• Proven ability to sell complex software solutions to small and medium companies (less than $500M in revenue), using a consultative and value‑based approach.
• Experience with high‑velocity sales, as well as land and expand approach.
• Experience selling to C‑level executives applying a solution selling approach and the ability to identify business challenges and impact to their business if they don't solve their challenges.
• Skilled in leading detailed sales processes involving various stakeholders.
• Ability to develop and execute an account plan.
• Able to work from home office and travel to customer locations.

• Flexibility & Work‑Life Balance: Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work‑life balance.
• Career Development and Growth: By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real‑world solutions. Our Grow My Way programming and skills‑first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI‑enabled future.
• Industry Competitive Benefits: We offer comprehensive benefit plans to include flexible vacation, two company‑wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.
• Culture: Globally recognized, award‑winning reputation for inclusion and belonging, flexibility, work‑life balance, and more. We live by our values:
  Obsess over our Customers, Compete to Win, Challenge (Y) our Thinking, Act Fast / Learn Fast, and Stronger Together.
• Social Impact: Make an impact in your community with our Social Impact Institute. We offer employees two paid volunteer days off annually and opportunities to get involved with pro‑bono consulting projects and Environmental, Social, and Governance (ESG) initiatives.
• Making a Real‑World Impact: We are one of the few…