Summary
BILL is a financial automation company that helps businesses streamline financial processes and manage their operations. The New Business Account Executive will sell BILL solutions to new accounting and wealth management firms, manage the full sales cycle, introduce Spend and Expense during onboarding, and build a pipeline through close.
Responsibilities
- Own a full-cycle sales motion from prospecting through close for net-new accounting and wealth management firms
- Introduce and sell Spend and Expense at the point of new firm onboarding, building early product adoption before the firm transitions to Managed
- Conduct outbound outreach into end clients within assigned firm portfolios, sourcing and closing cross-sell opportunities independently
- Deliver product demos for S&E to firm end clients, owning follow-up and advancing opportunities to sign-on
- Build and manage your pipeline through outbound prospecting, cold calling, discovery, demos, and lead conversion
- Sell consultatively by uncovering pain points and connecting BILL's solutions to the firm's workflow and their clients' business needs
- Maintain accurate account, pipeline, and forecast data in CRM, and partner with Account Managers while remaining accountable to your own quota and activity metrics
Skills
- 2+ years of software, SaaS, or tech sales experience in a high-volume, high-velocity inside sales or SMB environment
- A track record of meeting or exceeding quota in a net-new business role, with strong outbound prospecting skills and comfort cold calling
- Experience running a full sales cycle, including discovery, demos, objection handling, negotiation, and close
- Strong communication skills and a consultative selling style, with the ability to explain business value clearly across multiple stakeholders
- Solid CRM hygiene, organization, and time management, with the ability to manage a high volume of opportunities simultaneously
- Comfort operating in a fast-moving environment where adaptability and independent judgment matter
- Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future
- Familiarity with selling into accounting firms, wealth management firms, or financial services SMBs
- Experience with a co-sell or embedded sales motion alongside a relationship management or account management team
Qualifications
Must Haves
- 2+ years of software, SaaS, or tech sales experience in a high-volume, high-velocity inside sales or SMB environment
- A track record of meeting or exceeding quota in a net-new business role, with strong outbound prospecting skills and comfort cold calling
- Experience running a full sales cycle, including discovery, demos, objection handling, negotiation, and close
- Strong communication skills and a consultative selling style, with the ability to explain business value clearly across multiple stakeholders
- Solid CRM hygiene, organization, and time management, with the ability to manage a high volume of opportunities simultaneously
- Comfort operating in a fast-moving environment where adaptability and independent judgment matter
- Applicants must have authorization to work in the United States without requiring visa sponsorship now or in the future
Nice to Haves
- Familiarity with selling into accounting firms, wealth management firms, or financial services SMBs
- Experience with a co-sell or embedded sales motion alongside a relationship management or account management team
Benefits
- Eligible to participate in BILL’s sales incentive and equity plans
- Medical, dental, vision, life and disability insurance
- 401(k) retirement plan
- Flexible spending and health savings accounts
- Paid holidays
- Paid time off
- 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP)
- HSA & FSA accounts
- Life Insurance, Long & Short-term disability coverage
- Employee Assistance Program (EAP)
- 11+ Observed holidays and wellness days and flexible time off
- Employee Stock Purchase Program with employee discounts
- Wellness & Fitness initiatives
- Employee recognition and referral programs
- Remote-first work arrangement