Account Executive – Remote Full-Time

About the role

Accountack is looking for a motivated Account Executive to join its remote sales team. You will promote the company’s comprehensive financial management solutions to small‑business clients, driving new revenue while building lasting relationships.

Key responsibilities

• Generate and qualify new business opportunities through outbound prospecting, referrals, and inbound leads.
• Conduct discovery calls to understand client needs and recommend appropriate financial services.
• Deliver virtual presentations and product demos.
• Prepare customized proposals, pricing, and service agreements.
• Manage the full sales cycle from prospecting to closing.
• Maintain long‑term relationships with new and existing clients.
• Collaborate with onboarding and operations teams for seamless client experiences.
• Track leads and maintain an organized pipeline using CRM software.
• Identify upsell opportunities within existing accounts.
• Meet or exceed monthly, quarterly, and annual sales targets.

Required profile

• Bachelor’s degree in Business, Marketing, Finance, Accounting, or related field, or equivalent experience.
• At least 2 years of B2B sales, account management, or business development experience.
• Excellent verbal, written, and presentation communication skills.
• Strong negotiation and closing abilities.
• Ability to work independently in a remote environment.
• Customer‑focused mindset with strong relationship‑building skills.

Required skills

• Experience using CRM platforms.
• Proficiency with Microsoft Office.
• Proficiency with Google Workspace.