Account Executive - Remote

Summary

KBKG is a specialty tax provider that helps CPA firms and their clients identify tax incentives and cost-recovery opportunities. The Account Executive identifies, qualifies, and converts prospective clients through the full B2B sales cycle, builds relationships with decision-makers, presents tailored solutions, closes contracts, and coordinates handoffs to service delivery teams.

Responsibilities

• Identify and research potential clients within the target market or industry verticals
• Conduct outbound outreach via email, phone, LinkedIn, and other channels
• Conduct discovery calls to assess fit, need, authority, budget, and timeline
• Evaluate whether prospects meet eligibility criteria (e.g., for specific tax credits or services)
• Educate prospects on relevant service offerings and value proposition
• Log qualification details and insights in the CRM for visibility and tracking
• Build rapport with key decision-makers (CFOs, controllers, owners, etc.)
• Tailor communication and sales approach based on client type and service line
• Handle objections and questions confidently, leveraging service line expertise
• Nurture relationships through multiple touchpoints across the buyer journey
• Prepare and deliver presentations, proposals, or estimates tailored to client needs
• Collaborate with technical team or subject matter experts as needed during late-stage conversations
• Negotiate terms and pricing within pre-approved guidelines
• Own the contract signing and deal-closing process
• Ensure a smooth transition from sales to service delivery teams
• Provide internal teams with all necessary background, context, and documentation
• Stay engaged to support early stages of client onboarding, if needed
• Maintain accurate records of all sales activities and deal stages in the CRM
• Forecast revenue and pipeline health regularly
• Analyze performance data to identify opportunities for improvement

Skills

• At least 2 years of experience in a similar role (B2B sales within CPA, tax or financial services)
• Excellent verbal and written communication skills
• Ability to work independently while also thriving in a fast-paced, team-oriented environment
• Strong attention to detail and analytical skills
• Technologically proficient with Microsoft Office, especially Excel
• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at a time
• Bachelor's Degree preferred
• Experience with Salesforce or HubSpot is strongly preferred

Qualifications

Must Haves

• At least 2 years of experience in a similar role (B2B sales within CPA, tax or financial services)
• Excellent verbal and written communication skills
• Ability to work independently while also thriving in a fast-paced, team-oriented environment
• Strong attention to detail and analytical skills
• Technologically proficient with Microsoft Office, especially Excel
• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at a time

Nice to Haves

• Bachelor's Degree preferred
• Experience with Salesforce or HubSpot is strongly preferred

Benefits

• Commissions