Field Sales Executive (Cloud Software)

TL;DR

Field Sales Executive (Cloud Software): Driving profitable sales growth for tax and accounting solutions within an assigned account base with an accent on consultative selling and pipeline management. Focus on building strategic business plans, conducting high-level client presentations, and fostering long-term partnerships with CPA firms.

Location: Must be based in Central or Northern Florida, with up to 50% travel required.

Compensation: $71,300–$124,500 USD + Commission.

Company

A global provider of professional information, software solutions, and services for clinicians, accountants, lawyers, and tax, finance, audit, risk, compliance, and regulatory sectors.

What you will do

• Manage and expand an assigned account list of CPA firms to achieve sales quotas.
• Conduct prospecting, introductory calls, and in-person or virtual presentations to decision-makers.
• Identify client needs and convey the value of integrated tax and accounting solutions.
• Maintain accurate pipeline data and client interactions within Salesforce CRM.
• Collaborate with Product Managers to translate client requirements into functional product enhancements.
• Develop and execute an annual business plan with quarterly forecasts.

Requirements

• Bachelor's degree in Business, Accounting, or Marketing (or 6+ years of relevant SaaS sales experience).
• Minimum 5 years of B2B sales experience with SaaS or cloud-based software.
• Proven track record of meeting or exceeding sales quotas and business goals.
• Proficiency in consultative sales techniques and CRM tools like Salesforce.
• Ability to travel up to 50% for client meetings and industry events.
• Must reside in or be willing to work within Central or Northern Florida.

Nice to have

• Experience with Challenger Sales or Miller Heiman methodologies.
• Prior recognition as a President's/Club Achiever.
• Deep understanding of the tax and accounting professional landscape.

Culture & Benefits

• Comprehensive health coverage including Medical, Dental, and Vision plans.
• Financial security with 401(k) and HSA/FSA options.
• Work-life balance supported by vacation and sick time policies.
• Commitment to professional growth via Tuition Assistance Plan.
• Inclusive benefits package including Paid Parental Leave and commuter support.