Sales Executive

Department: Sales

Employment Type: Full Time

Location: New York, New York, Remote - US, Remote

Key Responsibilities

• Hit your number: Consistently achieve $3-4M+ in annual sales
• Own the pipeline: Prospect, qualify, present, and close new business
• Sell consultatively: Understand client needs and match them with our service offerings (CFO services, accounting, transaction advisory, business systems consulting)
• Build relationships: Leverage your network to generate referrals and open doors with VCs, PE firms, and startup founders
• Partner for success: Work closely with delivery teams to ensure smooth client onboarding
• Forecast accurately: Maintain up-to-date pipeline reporting in Salesforce

Skills, Knowledge and Expertise

• 5+ years in B2B sales selling professional services, consulting, or managed services to SMBs
• Proven track record of meeting/exceeding $3M+ quotas
• Formal sales training in a recognized methodology (Miller Heiman Strategic/Solution Selling, MEDDPICC, Challenger Sale, Sandler, or similar)
• Strong network with access to startup founders, CFOs, VCs, or PE firms (bonus if youve sold accounting/finance services or worked with venture-backed companies)
• Sales tech proficiency: Experience with Salesforce, Outreach, and LeadIQ (or similar prospecting and engagement tools)
• Consultative sales approach—you listen first, then solve
• Executive presence—comfortable engaging C-suite executives and investors
• Self-starter mentality—you thrive in a fast-paced, entrepreneurial environment
• Pipeline discipline—experience managing Salesforce and forecasting accurately
• Bachelors degree preferred

Benefits

• Expert partnership: Work directly with our CFOs and VPs of Finance to assess client needs, develop tailored solutions, and create winning proposals
• Built-in pipeline: Access our highly developed referral network to keep your funnel full; you wont be starting from scratch
• Best-in-class tools: Leverage world-class automation for prospecting, opportunity development, and closing with minimal admin work, maximum selling time
• Structured ramp period: Clear expectations and milestones from day one so you know exactly what success looks like at 30, 60, and 90 days and beyond
• Comprehensive onboarding: Get in-depth training on our services, customer segments, organizational structure, processes, and sales tools so you can ramp quickly and sell with confidence
• Achievable targets with stretch goals: We set you up to win with realistic quotas and reward high performers who exceed them
• Ongoing training and support: Continuous coaching, skill development, and sales enablement to help you grow and stay sharp
• Collaborative culture: Join a team that values teamwork and cohesion. We win together, support each other, and celebrate shared success