Senior Sales Executive, SafeSend​/SurePrep

Accounting firms are under pressure to modernize the way they manage tax workflows, client collaboration, and document-intensive processes. In this role, you'll help firms solve those challenges by bringing them innovative Safe Send and Sure Prep solutions that improve efficiency, reduce manual work, and create a better client experience. As a Senior Sales Executive, you'll own the full sales cycle — from creating new opportunities to closing complex deals — while positioning solutions that deliver measurable value to accounting professionals.

• Develop and execute strategic sales plans to meet and exceed quota for Safe Send and Sure Prep solutions.
• Prospect, identify, and qualify new business opportunities through targeted outreach, networking, lead generation, and partnership development.
• Conduct consultative discovery to understand accounting firm workflows, tax preparation challenges, business processes, and operational pain points.
• Deliver compelling presentations and product demonstrations that clearly articulate the value of Safe Send and Sure Prep solutions.
• Build trusted relationships with key stakeholders and decision-makers, guiding prospects through complex sales cycles and addressing objections.
• Negotiate and close sales agreements while maintaining a strong pipeline, accurate CRM records, and clear reporting on sales activity and progress.
• Partner with marketing and product teams by sharing market insights, customer feedback, competitive intelligence, and opportunities to strengthen go-to-market efforts.

• 5+ years of successful software sales experience, preferably in B2B, SaaS, professional services, tax, accounting, or related environments.
• Strong understanding of accounting firm business processes, operational challenges, and tax workflow needs.
• Proven ability to create new opportunities, manage complex sales cycles, influence decision-makers, and build long-term client relationships.
• Skilled in consultative selling, customer needs assessments, objection handling, and value-based solution positioning.
• Exceptional presentation, written, and verbal communication skills, with confidence engaging executive-level stakeholders.
• Proficiency with CRM platforms, sales technology, and web-based software solutions.
• Results-oriented mindset with a passion for solving client problems, delivering value, and achieving ambitious sales goals.
• High School Diploma required;
  Bachelor's Degree preferred.

• Hybrid Work Model:
  Flexible hybrid working environment (2‑3 days a week in the office depending on the role) with a digitally and physically connected experience.
• Flexibility & Work‑Life Balance:
  Policies designed to help manage personal and professional responsibilities, including work from anywhere for up to 8 weeks per year.
• Career Development and Growth:
  Culture of continuous learning and skill development, with programs and resources to grow, lead, and thrive in an AI-enabled future.
• Industry Competitive Benefits:
  Comprehensive plans covering vacation, mental health days, Headspace app, retirement savings, tuition reimbursement, and resources for mental, physical, and financial wellbeing.
• Culture:
  Globally recognized reputation for inclusion and belonging, flexibility, work‑life balance, and shared values of customer obsession, competition, challenging thinking, fast action, and teamwork.
• Social Impact:
  Paid volunteer days, pro‑bono consulting projects, and ESG initiatives.
• Making a Real‑World Impact:
  Helping customers pursue justice, truth, and transparency, and uphold the rule of law.

• Health, dental, vision, disability, and life insurance programs.
• Competitive 401(k) plan with company match.
• Work life benefits: competitive vacation, sick and paid time off, paid holidays (including two company mental health days), parental leave, and sabbatical leave.
• Optional hospital, accident and sickness insurance (paid 100% by employee).
• Optional life and AD&D insurance (paid 100% by employee).
• Flexible Spending and Health Savings Accounts; fitness reimbursement;
  Employee Assistance Program; group legal  protection (paid 100% by employee); 529 Plan; commuter…