Sales/Account Executive

Summary

Graphite Financial is a boutique finance, accounting, tax, and strategy firm supporting startups and high-growth companies. The Account Executive will manage the full sales process for accounting and finance services, develop new opportunities, and expand existing client relationships while collaborating with internal teams to scope engagements and drive firm growth.

Responsibilities

• Lead consultative conversations with founders, accountants, and finance leaders to uncover their goals and challenges
• Manage the full sales cycle — from qualification to proposal to close — with precision and follow-through
• Collaborate with internal finance and accounting teams to scope accurate, customized engagements
• Identify and support renewal and expansion opportunities within existing client relationships
• Meet or exceed quarterly and annual revenue targets through consistent, relationship-driven performance
• Maintain clear, accurate pipeline visibility in HubSpot, ensuring timely updates and proactive follow-up
• Generate new opportunities through outreach, community engagement, and partnerships within the startup and accounting ecosystems
• Represent Graphite at select events, building relationships and identifying prospects
• Contribute to ongoing improvement of sales processes and playbooks, sharing insights to help refine our approach

Skills

• 3+ years in B2B sales, ideally selling accounting, CFO, finance, or other adjacent professional services. We will also consider a diverse background of B2B products and services in lieu of financial services experience
• Proven success in both new business and expansion/renewal sales — you know how to grow accounts as well as land them
• Willingness to travel occasionally for client or industry events
• Excellent communication and relationship-building skills — you lead with curiosity and insight
• Strong organization and time management; able to juggle multiple priorities and maintain momentum across deals
• Comfort in a startup environment where agility, adaptability, and initiative are key
• Deep understanding of the financial services industry (client facing accounting, tax, and finance services) ****highly preferred****. This means you know how accounting functions operate — you can hold your own in conversations about cash flow, forecasting, or client capacity
• Experience working in HubSpot ****(highly preferred)**** or other CRM tools to manage a structured sales process
• A passion for startups and an understanding of their unique challenges and opportunities is a plus

Qualifications

Must Haves

• 3+ years in B2B sales, ideally selling accounting, CFO, finance, or other adjacent professional services. We will also consider a diverse background of B2B products and services in lieu of financial services experience
• Proven success in both new business and expansion/renewal sales — you know how to grow accounts as well as land them
• Willingness to travel occasionally for client or industry events
• Excellent communication and relationship-building skills — you lead with curiosity and insight
• Strong organization and time management; able to juggle multiple priorities and maintain momentum across deals
• Comfort in a startup environment where agility, adaptability, and initiative are key

Nice to Haves

• Deep understanding of the financial services industry (client facing accounting, tax, and finance services) ****highly preferred****. This means you know how accounting functions operate — you can hold your own in conversations about cash flow, forecasting, or client capacity
• Experience working in HubSpot ****(highly preferred)**** or other CRM tools to manage a structured sales process
• A passion for startups and an understanding of their unique challenges and opportunities is a plus

Benefits

• Flexible PTO to enjoy life outside of work.
• Insurance coverage (health, vision, and dental).
• Access to many professional development opportunities.
• A real opportunity to influence growth strategy and career trajectory as we scale.
• 401k match.
• Opportunities to converse with, support, and learn from innovative people and startups.