Role OverviewWe’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.
What You Will Do
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.
Why It Might Be a Fit
2–4 years of successful sales experience, ideally in software solutions or B2B environments. Proven ability to manage sales cycles and build strong client relationships. Experience working in collaborative sales environments, especially in overlay or matrixed roles.
Requirements
- 2–4 years of successful sales experience, ideally in software solutions or B2B environments
- A high school diploma (required); college degree (preferred)
- Proven ability to manage sales cycles and build strong client relationships
- Experience working in collaborative sales environments, especially in overlay or matrixed roles
- Excellent communication, negotiation, and presentation skills
- A strategic mindset with the ability to align product solutions to customer business needs
- Familiarity with accounting and tax firm operations (preferred)
- Strong organizational skills and responsiveness
- A positive, energetic attitude with a drive for results and continuous learning
- Experience with Salesforce CRM or similar tools (preferred)
Benefits
- Flexible vacation
- Two company-wide Mental Health Days off
- Access to the Headspace app
- Retirement savings
- Tuition reimbursement
- Employee incentive programs
- Resources for mental, physical, and financial wellbeing
- Paid volunteer days off annually
- Opportunities to get involved with pro-bono consulting projects and Environmental, Social, and Governance (ESG) initiatives
- Market competitive health, dental, vision, disability, and life insurance programs
- Competitive 401k plan with company match
- Paid holidays (including two company mental health days off)
- Parental leave
- Sabbatical leave
- Optional hospital, accident and sickness insurance paid 100% by the employee
- Optional life and AD&D insurance paid 100% by the employee
- Flexible Spending and Health Savings Accounts
- Fitness reimbursement
- Access to Employee Assistance Program
- Group Legal Identity Theft Protection benefit paid 100% by employee
- Access to 529 Plan
- Commuter benefits
- Adoption & Surrogacy Assistance
- Employee Stock Purchase Plan
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