Senior Sales Executive, Tax Workflow

Accountabilities:

• • Own monthly new business, expansion, and renewal targets across an assigned territory, taking accountability for commercial performance from opportunity creation through close.
  • Prospect, qualify, develop, and close opportunities using a balanced transactional and consultative sales approach.
  • Deliver high-impact product demonstrations showcasing tax and accounting workflow solutions and clearly connect capabilities to customer needs and business value.
  • Manage the full sales cycle, including discovery, objection handling, negotiation, closing, renewal, and expansion activities.
  • Use CRM and sales enablement technologies, including platforms such as Salesforce and Gong, to prioritize activity, manage opportunities, accelerate sales cycles, and maintain accurate pipeline data.
  • Maintain rigorous territory planning, opportunity management, forecasting, and CRM hygiene to support reliable revenue visibility.
  • Identify opportunities for customer expansion while strengthening long-term relationships across the assigned territory.
  • Partner with Sales Development, Account Specialists, Customer Success, and Solutions Consulting teams to coordinate sales execution and resolve customer needs.
  • Monitor market conditions, competitive activity, customer priorities, and territory trends, sharing actionable intelligence with internal stakeholders.
  • Participate in sales meetings, enablement programs, and team events, while serving as a mentor and resource for other sales representatives.

  Requirements:

  • 5+ years of successful quota-carrying SaaS sales experience, ideally in an Account Executive or equivalent enterprise/mid-market sales position.
  • Demonstrated and consistent success meeting or exceeding sales targets in a high-volume, transactional, or mid-market environment.
  • Experience selling technology, SaaS, workflow, data, or other business solutions through a consultative sales process.
  • Previous experience in or exposure to the tax and accounting industry is preferred.
  • Strong phone-based and virtual selling capabilities, including prospecting, discovery, needs analysis, product demonstrations, objection management, negotiation, and closing.
  • Ability to manage a high volume of opportunities while maintaining accurate pipeline data and disciplined forecasting.
  • High proficiency with CRM and sales enablement tools; experience with Salesforce and Gong is advantageous.
  • Excellent time management, organization, prioritization, and territory management skills.
  • Strong commercial judgment, accountability, professionalism, and integrity, with a continuous-learning mindset.
  • Ability to work effectively in a fast-paced, target-driven environment while taking ownership of results from beginning to end.

  Benefits:

  • Target total cash compensation: $189,000–$351,000 USD annually, including base pay and target sales incentive, depending on location, skills, experience, and other relevant factors.
  • Remote work flexibility, including the ability to work from anywhere for up to 8 weeks per year.
  • Flexible workplace policies designed to support work-life balance and personal responsibilities.
  • Comprehensive medical, dental, vision, disability, and life insurance programs.
  • Competitive 401(k) plan with company match.
  • Flexible vacation, sick and safe paid time off, paid holidays, and two company-wide Mental Health Days.
  • Parental leave and sabbatical leave programs.
  • Access to the Headspace app, Employee Assistance Program, and resources supporting mental, physical, and financial wellbeing.
  • Tuition reimbursement, fitness reimbursement, commuter benefits, and access to flexible spending and health savings accounts.
  • Employee incentive programs and employee stock purchase opportunities.
  • Adoption and surrogacy assistance, 529 plan access, and additional voluntary insurance options.
  • Career development through continuous learning, skills-first development programs, and opportunities to grow and lead in an AI-enabled workplace.
  • Paid volunteer days and opportunities to participate in community, pro-bono consulting, and ESG initiatives.
  • An inclusive, collaborative culture focused on customer success, innovation, accountability, continuous learning, and teamwork.