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PBO Advisory Group · 5 months ago

Account Executive, Outsourced Accounting & Finance Services (Outside Sales)

SAN DIEGO, CA, USA

Full-time

Hybrid

Mid, Senior Level

$85,000/mo - $110,000/mo

5+ years exp

PBO Advisory Group is a premier provider of integrated advisory and outsourced services in Finance, Accounting, and HR. They are seeking an experienced Account Executive to generate new business opportunities for their outsourced Accounting & Finance services, focusing on engaging C-suite executives and operational stakeholders within mid-market and SMB organizations.

AccountingConsultingHuman ResourcesProfessional Services

Growth Opportunities

Responsibilities

Hunt for net new logos and strategic accounts in established target industries set by leadership team (ex: nonprofit, services, tech, education, etc.)

Own the full sales cycle: prospecting, cold outreach, discovering, proposing, and closing

Lead discovery consultative sales discussions with COO’s, Accounting leadership, CFO’s, CEO’s, and Founders

Research and analyze target markets to find new business opportunities and potential clients

Ability to expand into geographic markets that align with business strategy and outcomes

Review industry trends, identify key decision-makers, and use these insights to build a strong list of prospects that support the company’s growth

Proactively set customer meetings/calls

Position PBO’s outsourced Accounting & Finance team solutions

Collaborate with internal Accounting & Finance consultants to build tailored solutions and design scope

Remain current and knowledgeable on the Accounting & Finance outsourced services, solutions, and products offered

Other assigned tasks or projects, as needed

Meaningfully participate in internal meetings, staff meetings, sales meetings, etc

Maintain accurate opportunity tracking and forecasting in the CRM

Responsible for following the sales funnel process and documenting appropriately in the CRM

Report timely on established monthly/quarterly KPI’s to include meetings booked, FTA’s (first-time appointment/qualified discovery calls), pipeline creation, revenue closed, etc

Remain current on the Accounting & Finance industry and pain points for the small-mid size market

Attend appropriate sales training, as appropriate, to remain current on sales techniques, technology, and approach

Actively identify and engage prospective clients through in-person and virtual networking events, industry conferences, and community gatherings

Establish and nurture relationships with key decision-makers, influencers, and referral partners across targeted industries

Leverage professional networks, including platforms such as LinkedIn, to expand reach, generate leads, and amplify brand presence

Represent the organization with professionalism and poise in all networking interactions, ensuring a positive and memorable impression

Participate in relevant trade associations, chambers of commerce, and business groups to increase visibility and uncover new opportunities

Develop and maintain a robust database of contacts and referral sources, tracking engagement and touchpoints within the CRM

Share market insights and best practices gleaned from networking activities with the internal team to enhance collective knowledge and strategy

Qualification

Accounting & Finance expertiseB2B sales experienceConsultative sellingCRM managementMicrosoft Office SuiteProfessional decorumNetworking skillsCommunicationProblem-solving aptitudeOrganizational skills

Required

5-7 years of B2B sales experience, with at least 1 year selling Accounting & Finance-related services, SaaS, or consulting

High school diploma or equivalent required

Reliable transportation required

Strong business acumen and knowledge of Accounting & Finance administration including month-end close, general accounting duties, financial reporting, budgets, etc

Familiarity with Accounting & Finance challenges across multiple industries

Confident with outbound prospecting, networking, and LinkedIn messaging

Ability to speak credibly with Accounting & Finance stakeholders and translate complex needs into solutions

Strong proficiency in Microsoft Office Suite. Sales AI tech skills are a plus

Able to successfully navigate working in a team remote work environment

Excellent communication, customer service, and interpersonal skills at all levels of the organization

Problem-solving aptitude, adaptability, and resilient with the ability to be resourceful

Highly organized with CRM follow-through and forecast accountability. CRM acumen, discipline, and ownership of your pipeline

Consultative selling experience that demonstrates grit, drive, pace, and comfort with long/consultative sales cycles

Advanced skills with sales prospecting

Professional decorum

Preferred

Relevant network and book of business preferred

Benefits

Unlimited Compensation: Our competitive base salary ($85K–$110K) is just the starting point. With uncapped commissions, your earnings directly reflect your results—there’s no limit to your potential.

Own Your Sales Vertical: Take the reins and build your own book of business. You are empowered to drive your territory, cultivate your client base, and define your approach to success.

A Clear Path to Growth: We are committed to developing talent from within. As you grow your portfolio, new leadership and advancement opportunities will open up. Your ambition is the only ceiling.

Work-Life Balance: Enjoy the flexibility of a hybrid/field-based role designed to help you excel at work and in life. Our culture supports your personal well-being alongside your professional ambitions.