Sales Executive - SafeSend & SurePrep

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** Sales Executive - Safe Send & Sure Prep page is loaded## Sales Executive - Safe Send & Sure Prep remote type:
Hybrid locations:
United States of America, Ann Arbor, Michigan:
United States of America, Frisco, Texas:
United States of America, Eagan, Minnesota time type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
March 27, 2026 (30+ days left to apply) job requisition :
JREQ
197937

We’re looking for a driven and collaborative Sales Executive to help accelerate growth for our award-winning and market-leading Safe Send Returns (SSR) and Sure Prep solutions. This is an overlay sales role, where you’ll work in close partnership with our Tax Workflow sales representatives, who own the full sales bag. You’ll take ownership of the sales cycle for Safe Send and Sure Prep opportunities, build trusted relationships with accounting firms, and contribute to delivering integrated solutions that improve client experience and firm efficiency.
** About the Role
*** Become a product expert in Safe Send Returns (SSR) and Sure Prep, understanding their value to accounting firms and their clients.
* Operate in an overlay capacity, partnering with Tax Workflow sales reps to identify opportunities, align on territory strategy, and co-sell solutions.
* Manage the full sales cycle—from lead qualification to close—including handling objections, negotiating terms, and addressing EULA concerns.
* Prepare sales forecasts, reporting, and territory insights.
* Generate leads through inbound inquiries, outbound outreach, webinars, trade shows, firm lists, and cross-selling within the existing Safe Send and Sure Prep customer base.
* Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture.
* Consistently meet or exceed monthly, quarterly, and annual sales goals.
* Contribute to team knowledge sharing and support onboarding of Associate Sales Executives as needed.
** About You**
* ** Must be able to work West Coast hours
*** 2–4 years of successful sales experience, ideally in software solutions or B2B environments.
* A high school diploma (required); college degree (preferred).
* Proven ability to manage sales cycles and build strong client relationships.
* Experience working in collaborative sales environments, especially in overlay or matrixed roles.
* Excellent communication, negotiation, and presentation skills.
* A strategic mindset with the ability to align product solutions to customer business needs.
* Familiarity with accounting and tax firm operations (preferred).
* Strong organizational skills and responsiveness.
* A positive, energetic attitude with a drive for results and continuous learning.
* Experience with Salesforce CRM or similar tools (preferred).#LI-DM1
* ** Hybrid Work Model:
** We’ve adopted a flexible hybrid working environment (2-3 days a week in the office depending on the role) for our office-based roles while delivering a seamless experience that is digitally and physically connected.
* ** 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…