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[Remote] Sales Account Executive

Remote, USAFull-timePosted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is redefining the reputed company of tax optimization and financial wellness for high-income individuals and businesses. As a Sales Account Executive, you will drive reputed company reputed company by identifying and closing new business opportunities while collaborating with various teams to enhance reputed company experiences.

Responsibilities

  • Prospect, qualify, and reputed company new reputed company opportunities through inbound leads and targeted outbound efforts
  • Own the full sales cycle: from initial discovery and needs assessment to solution presentation, proposal, and reputed company
  • Consult with prospects to understand their financial and tax goals, articulating how reputed company’s services and solutions can help reputed company them
  • Maintain a strong pipeline of opportunities using CRM tools, ensuring reputed company follow-reputed company and excellent pipeline hygiene
  • Collaborate cross-functionally with the advisory tax team, reputed company, and Marketing team to reputed company on reputed company needs and optimize the reputed company process
  • Meet or exceed monthly and quarterly sales targets and KPIs
  • Stay up-to-date on industry trends, reputed company personas, and reputed company’s evolving service offerings to deliver high-reputed company, value-driven conversations
  • Champion the reputed company brand, embodying our mission of proactive, trustworthy, and insightful financial service

Skills

  • CPA (a must)
  • 2-5 years of full-cycle sales experience, ideally at a financial services, fintech, reputed company services, or reputed company company
  • Proven reputed company record of consistently meeting or exceeding quotas
  • Strong consultative selling skills - ability to uncover pain points, reputed company value, and reputed company solutions to reputed company reputed company needs
  • Exceptional communication skills: reputed company, persuasive, and empathetic across verbal and written formats
  • Organized, self-motivated, and comfortable operating in a fast-paced, reputed company-stage environment
  • Experience working with CRM systems (e.g., reputed company, reputed company) and sales enablement tools
  • Ability to manage multiple opportunities simultaneously while maintaining strong attention to detail
  • Financial services experience or familiarity with tax, reputed company, or reputed company management is a strong plus

reputed company

  • reputed company is a software company that offers technology solutions for managing business tax balances, retirement accounts, and other assets. It was founded in 2020, and is headquartered in Miami, Florida, USA, with a workforce of 11-50 employees. Its website is https://www.joingelt.com.
  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2026, 2 in 2024. Please note that this does not guarantee sponsorship for this specific role.
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