Sales Executive – Tax & Advisory Services (2+ yrs B2B sales req.)
Location: Remote within the United States,,
Sales Executive – Tax & Advisory Services (2+ yrs B2B sales req.)
Location: Remote within the United States
Salary: $7,000/mo. during 90-day ramp; then $4,000/mo. base + $3,000/mo. draw
Commission: 15% outbound / 7% inbound; uncapped, OTE $150k+
Benefits: Medical, Dental, Vision, Life Insurance, 401k, PTO, Holidays
Job Type: Full-Time | Remote
Typical Hours: Monday – Friday, 9:00 AM – 5:00 PM Eastern Time
Start Date: ASAP
Sponsorship is not available
Sales Executive – Tax & Advisory Services Description
Our client, a growing CPA advisory firm, is looking for a Sales Executive to join their remote team. You will manage the full sales cycle, from discovery and qualification through scoping, proposals, and closing new client engagements. Much of your time will be spent speaking with business owners, understanding their needs, and positioning services across tax, accounting, and M&A advisory. You are responsible for selling the engagement, not providing technical guidance. Licensed CPAs and advisory professionals handle technical questions and service delivery. To be considered, you must have at least two years of B2B consultative sales experience and experience selling tailored services or solutions to business owners. This is a great opportunity to earn uncapped commission while helping build a growing sales function with direct access to firm leadership.
Sales Executive – Tax & Advisory Services Responsibilities
• Manage the full sales cycle from discovery through close
• Conduct discovery calls with business owners and qualified prospects
• Qualify opportunities based on client needs, timing, and fit within established criteria
• Scope engagements using established services and pricing tools
• Prepare proposals for review and present approved solutions to prospects
• Address objections and close new client engagements
• Respond quickly to inbound leads and referral introductions
• Prospect for new business to maintain discovery call volume
• Build relationships with professional referral sources
• Escalate technical tax, accounting, and M&A questions to licensed professionals
• Maintain accurate contact, activity, and pipeline records in the CRM
• Participate in pipeline reviews, call reviews, and sales training
Sales Executive – Tax & Advisory Services Qualifications
• 2+ years of B2B consultative sales experience required
• Experience selling tailored services or solutions to business owners required
• Full-cycle sales experience from discovery through close required
• Proficiency with CRM systems and accurate record keeping required