Instead · 3 months ago
Account Executive | Inbound
Lehi, Utah
Full-time
Onsite
Entry, Mid Level
$120K/yr - $150K/yr
1+ years expInstead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes. The Account Executive will build and nurture client relationships, convert new businesses, and ensure seamless onboarding while maintaining accurate sales forecasts and client data.
Apps
Responsibilities
Demonstrate Instead and calculate tax savings potential to new inbound leads to convert into customers
Partner with implementation and customer success teams to ensure seamless onboarding
Maintain accurate sales forecasts and client relationship data within Salesforce
Qualification
Required
Demonstrate Instead and calculate tax savings potential to new inbound leads to convert into customers
Superior education and closing skills needed
We push for a one call close
Inbound meetings directly on your calendar
No real cold calling to people who don't know us, only warm outbound trials and existing customers
Partner with implementation and customer success teams to ensure seamless onboarding
Maintain accurate sales forecasts and client relationship data within Salesforce
We manage a transactional sales cycle between 1-7 days
Great sales craft is essential to success in our environment
Most deals close in 1-2 calls
We're a growth obsessed team
We're looking for people who invest in themselves relentlessly
We hold a high bar
This is a performance culture and we expect effort and outcomes
There's pressure in that but you also get to be part of a winning team
We're hyper focused on enabling our teams with tools and technology
We're looking for people who are excited to lean into new tech
Sense of entrepreneurship: a self-starter with high accountability and ability to thrive in a fast-paced environment
Preferred
1+ years of successful B2B sales experience, preferably in SaaS or fintech
Experience selling to owner-operator small business owners
Proven track record of consistently meeting or exceeding sales quotas
Prior CRM experience (preferably Salesforce)
Experience at a high-growth startup
Strong network of industry contacts
Bachelor's degree from a four-year university
Benefits
Competitive salary and equity in a rapidly growing company
100% medical coverage for you
Unlimited PTO with quarterly bonus opportunities
401(k) with employer match
Parental leave
Work together with senior leadership in office located in Lehi, Utah
Company
Instead
Instead is a micro-donation application that allows its users to purchase less and give the remaining proceeds to charity.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
IRIS Software Group - North America
2025-05-20Corporate Round
Leadership Team
Andrew Argue, CPA
Founder and CEO
Amanda Argue, CPA
Chief of Staff & Co-Founder
Recent News
2025-06-09
Company data provided by crunchbase