Account Executive selling TaxGPT’s AI tax intelligence platform to accounting firms and finance teams. Owning consultative SaaS sales cycles from outbound prospecting through close.
Responsibilities
Sell TaxGPT to accounting firms, tax departments, and financial services teams
Own the full sales cycle from outbound prospecting through trial activation and close
Design and execute sales strategies for tax firm procurement, CFO-led buying processes, and finance workflows
Drive firm-wide adoption and expansion across research, review, and tax workflows
Navigate stakeholders including firm partners, CFOs, tax leads, operations teams, IT stakeholders, and procurement leaders
Deliver consultative demos connecting TaxGPT to measurable ROI
Collaborate with go-to-market, product, and customer success teams to influence roadmap priorities
Share field insights about adoption blockers, customer needs, and product value
Refine and scale the sales playbook through scripts, objection handling, and usage-based selling strategies
Complete the sales assignment and virtual/CRO interview process
Requirements
3–5 years of sales experience in a SaaS or technology company
Ideally experience in AI, generative AI, LLM-based products, or fintech platforms
Proven track record of meeting and exceeding sales targets in a fast-paced environment
Ability to run high-quality discovery and deliver consultative demos that uncover urgency and drive value
Clear communication, exceptional writing skills, strong video presence, and follow-up discipline
Experience using GTM tools, including HubSpot, Apollo, and other sales platforms
Ability to inspect pipeline daily, maintain deal hygiene, and course-correct with intent
Deep curiosity for how AI is reshaping tax, finance, and accounting
Nice-to-have: experience selling to tax professionals and professional services firms
Nice-to-have: background in accounting, tax, or a CPA
Nice-to-have: familiarity with tax workflows, return preparation, CCH, or Thomson Reuters
Benefits
Competitive base salary plus commission
Comprehensive medical, dental, vision
Work from anywhere in the U.S or Canada
High-impact role with real visibility into leadership and roadmap
Access to top-end training & development resources
High-trust, high-output team with fast feedback loops, real ownership, and collaboration across teams
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