PaulHood ยท 1 day ago
Account Executive
United States
Full-time
Remote
Entry Level
$45K/yr - $50K/yr
1+ years expPaulHood is transforming the mid-market CPA industry with an innovative membership model that provides expert tax and financial guidance. The Account Executive will play a key role in driving new business by cultivating relationships and guiding prospects through membership options to achieve their financial goals.
AccountingConsultingFinancial Services
Responsibilities
Build and manage a pipeline through outbound prospecting activities, achieving and exceeding quotas
Prepare and deliver persuasive sales presentations tailored to prospective clients
Build and maintain relationships with prospective clients by providing relevant information, resources, and guidance through the buying process
Effectively forecast and manage opportunities to ensure target achievement
Partner with cross-functional teams like marketing, product, and client experience to align on client needs
Maintain accurate and up-to-date records of all sales activities in our CRM
Some travel required - 5% or less per year
Qualification
Required
High school diploma or equivalent required
At least one year experience in an Account Executive or similar sales role required
Experience in outbound prospecting and building pipelines
Strong interpersonal skills and ability to build relationships with prospects
You have demonstrated success in meeting and exceeding sales goals
You thrive in a fast-paced environment and embrace change with ease
You're skilled at delivering clear and persuasive messages, both written and verbal
You're self-driven and motivated by achieving and exceeding targets
You're comfortable with modern tools and CRM systems
You manage your time well and consistently meet deadlines
You have street smarts and know when information is confidential
Preferred
Bachelor's degree in business, marketing, or related field a plus but not required
Familiarity with opportunity management methodologies is a plus
Benefits
Commission Opportunities
Stock Options
Generous time off allowance (Holiday, Vacation, & Sick time), above industry standard
Paid parental leave
Comprehensive Employee Benefits Package
401k Program with Company Matching
Paid Volunteer Days
Educational/Personal Growth Reimbursement
Company
PaulHood
PaulHood provides tax-smart guidance so you can keep more of what you earn.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ginny Morgan, MBA
Chief Operating Officer
Company data provided by crunchbase