Teams at Fondo

Manage federal and state tax compliance and consulting for startup clients, including corporate tax return reviews, filing deadlines, international tax work, financial statement support, client communication, and tax research. Maintain client records and projects in cloud-based systems, monitor support channels, collaborate with accounting, operations, sales, and marketing teams, and manage multiple client deadlines.

Drive sales pipeline by conducting outbound outreach, following up on stalled and closed-lost opportunities, qualifying inbound leads, and booking meetings for Account Executives. Maintain accurate CRM records, track conversion metrics, attend frequent company and startup events in San Francisco, and improve sales playbooks. The role offers a path to an Associate Account Executive position.

Own the full sales cycle for bookkeeping, tax, and tax credit services sold to startup founders and finance leaders. Generate pipeline through inbound, partner, and self-sourced leads; conduct discovery, scope solutions, quote, and close deals. Attend SF startup events as a core pipeline channel, maintain accurate HubSpot data, report conversion metrics, and collaborate with Marketing, Operations, and accounting teams to improve sales messaging and packaging.