About Bookkeeper360:
Bookkeeper360 is a fintech company helping small businesses manage their finances through cloud-based accounting, payroll, tax, and advisory services, powered by AI-driven insights. Since 2012, weโve been a trusted partner to thousands of business owners and have earned recognition from NerdWallet, Forbes, and Entrepreneur as a top bookkeeping solution.
Weโre proud to be named one of Accounting Todayโs 2026 Best Firms to Work For, 2026 Inc. Best Workplaces, and a Fastest Growing Company by Inc. 5000. With a 4.8-star Google rating from 1,000+ clients, weโre growing fast and expanding our team to meet demand.
Want to learn how it all started? Check out the story of our founder and CEO.
About the Role:
As an Account Executive, you'll play a key role in helping small business owners discover how Bookkeeper360 can simplify and strengthen their financial operations. You'll manage the full sales cycle from initial discovery through closing, while serving as a trusted advisor who understands each prospect's business goals and recommends the right solutions.
What You'll Do:
Own the full sales cycle from qualified lead through signed engagement
Conduct discovery calls to understand prospective clients' business needs, challenges, and goals
Educate prospects on Bookkeeper360's accounting, payroll, tax, sales tax, HR, and advisory solutions
Develop customized service recommendations and pricing proposals
Build strong relationships with business owners and decision-makers through a consultative sales approach
Maintain accurate sales activity, pipeline, and forecasting within the CRM
Consistently meet or exceed monthly and quarterly sales goals
Collaborate with internal teams to ensure a smooth transition from sales to onboarding
Stay current on Bookkeeper360's service offerings, industry trends, and competitive landscape
Deliver an outstanding client experience throughout every stage of the sales process
How To Be Successful In This Role:
Driven and competitive: You're motivated by goals, enjoy winning, and consistently strive to exceed expectations.
Relationship builder: You naturally establish trust and credibility while creating meaningful connections with prospective clients.
Consultative mindset: You ask thoughtful questions, actively listen, and recommend solutions that genuinely solve business challenges.
Highly organized: You effectively manage multiple opportunities while maintaining strong attention to detail and follow-through.
Resilient: You embrace challenges, learn from setbacks, and maintain a positive attitude in a fast-paced sales environment.
Tech-forward: You're comfortable learning new technology and using CRM systems, sales tools, and virtual meeting platforms to maximize productivity.
What Gets You to the Top of the List:
3+ years of consultative B2B sales experience with a proven track record of exceeding quota
Experience selling accounting, payroll, HR, tax, financial services, SaaS, or professional services
Platform experience with HubSpot and PandaDoc.
Strong discovery, objection handling, negotiation, and closing skills
Excellent written and verbal communication skills
Ability to build rapport with business owners and executive-level decision makers
Experience selling to small and mid-sized businesses is highly preferred
Bachelor's degree in Business, Marketing, Finance, or a related field (preferred)
Bonus: Experience working in a high-growth, remote-first, technology-driven environment
What You Can Expect as a Team Member:
OTE $120,000 - $140,000
Base Salary range from $60,000-$70,000/year + uncapped commission
Performance-based incentive bonus when you exceed On-Target Earnings (OTE)
Comprehensive benefits package including medical, dental, and vision
401(k) with employer match after the first year
Paid parental leave for all parents (biological, adoptive, and foster)
Fully remote work environment
Unlimited PTO after your first year
Company-paid holidays
Team-building events and virtual activities
Career development and internal promotion opportunities
At Bookkeeper360, we are committed to hiring diverse talent of different backgrounds and as such, it is important to us to provide an inclusive work environment for all. We do not discriminate on the basis of race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. As an equal opportunity employer, we encourage and welcome people of all backgrounds to apply.
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