RemoteFull timeMid level$137k – $254kPosted today
Apply with JobAssistAbout the role
- We’re looking for a driven and collaborative Sales Executive to help accelerate growth for our award-winning and market-leading SafeSend Returns (SSR) and SurePrep solutions
- This is an overlay sales role, where you’ll work in close partnership with our Tax Workflow sales representatives, who own the full sales bag. You’ll take ownership of the sales cycle for SafeSend and SurePrep opportunities, build trusted relationships with accounting firms, and contribute to delivering integrated solutions that improve client experience and firm efficiency
- Become a product expert in SafeSend Returns (SSR) and SurePrep, understanding their value to accounting firms and their clients
- Operate in an overlay capacity, partnering with Tax Workflow sales reps to identify opportunities, align on territory strategy, and co-sell solutions
- Manage the full sales cycle—from lead qualification to close—including handling objections, negotiating terms, and addressing EULA concerns
- Prepare sales forecasts, reporting, and territory insights
- Generate leads through inbound inquiries, outbound outreach, webinars, tradeshows, firm lists, and cross-selling within the existing SafeSend and
- SurePrep customer base
- Collaborate on pricing, product quotes, and CRM best practices to ensure accurate and timely data capture
- Consistently meet or exceed monthly, quarterly, and annual sales goals
- Contribute to team knowledge sharing and support onboarding of Associate Sales Executives as needed- Familiarity with accounting and tax firm operations (preferred)
- A positive, energetic attitude with a drive for results and continuous learning
- 2–4 years of successful sales experience, ideally in software solutions or B2B environments
- Experience with Salesforce CRM or similar tools (preferred)
- Experience working in collaborative sales environments, especially in overlay or matrixed roles
- Proven ability to manage sales cycles and build strong client relationships
- Strong organizational skills and responsiveness
- A strategic mindset with the ability to align product solutions to customer business needs
- A high school diploma (required); college degree (preferred)
- Excellent communication, negotiation, and presentation skills- End Date: September 30, 2026
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