Drake Software · 22 hours ago
Account Executive II
United States
Full-time
Remote
Entry, Mid Level
2+ years expDrake Software is a leading digital tax filing platform focused on helping everyday Americans maximize their tax advantages. They are seeking a highly motivated Account Executive II to drive new sales and high-volume transactions of their tax preparation software, engaging and converting new clients while contributing to the expansion of their customer base.
AccountingSoftware
Responsibilities
Actively prospect and generate leads through cold calls, emails, social media, and networking
Identify and qualify potential clients, ensuring they align with our B2B product target market
Conduct high-volume outreach to maximize sales opportunities and increase market penetration
Present and demonstrate Taxwell tax preparation solutions to prospective clients, highlighting key benefits and features
Develop and deliver compelling sales pitches tailored to client needs
Consistently meet or exceed high-volume sales quotas and performance metrics
Maintain a robust and well-organized sales pipeline to ensure consistent deal flow
Utilize CRM tools to track and manage sales activities, ensuring timely follow-ups and accurate reporting
Provide forecasts and updates on sales progress to leadership
Stay informed about industry trends, competitor products, and market dynamics
Leverage market insights to refine sales strategies and approaches
Work closely with marketing and lead generation teams to align on campaigns and drive sales initiatives
Partner with onboarding and support teams to ensure a seamless handoff for new clients
Travel up to 25% of the time to may be required
Qualification
Required
Proven ability to close new business in a fast-paced, target-driven environment
Experienced in solution selling, using discovery to identify and address prospective client needs and deliver an effective value proposition
Exceptional communication, persuasion, and negotiation skills
Highly organized with the ability to manage a high volume of leads and sales activities
Familiarity with CRM systems (e.g., Salesforce) and proficiency in Microsoft Office Suite
Ability to quickly adapt to unique market dynamics
Self-starter with a strong work ethic and a drive to succeed
Comfortable working in a high-volume sales environment
Quick learner with the ability to adapt to new tools and technologies
Preferred
Bachelor's degree in Business, Marketing, or a related field
2+ years of experience in high-volume sales, preferably within the software, technology, or financial services industry
Knowledge of tax preparation software or financial services is a strong advantage
Benefits
Medical
Dental
Vision
Life insurance
Paid vacation and sick days
Paid holidays
401(k) with company match
Company
Drake Software
Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. It is a sub-organization of Cinven.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jennifer Dills, CPA
Chief Financial Officer
Willa Kalaidjian
Chief Legal Officer and General Counsel
Recent News
2025-09-17
2025-03-31
Company data provided by crunchbase