Account Executive

Posted 21 Days Ago
Be an Early Applicant
2 Locations
In-Office or Remote
90K-150K Annually
Senior level
Financial Services
The Role
Drive new client acquisition and retention for finance/accounting staffing and consulting services. Prospect and manage territory via CRM, build relationships with PE/VC firms and portfolio companies, develop go-to-market and territory plans, meet appointment and revenue goals, close deals, and track sales performance.
Summary Generated by Built In

Account Executive
Location: Los Angeles/Orange County, On-site
Reports to: SVP of Business Development

JOIN OUR KRANZ TEAM

For more than 30 years, Kranz Consulting has been a trusted leader in financial consulting and advisory services for CEOs, Boards, CFOs, and leading Venture Capital firms based in Silicon Valley. At Kranz Consulting, you’ll have the opportunity to do more than just a job. You will build your career while working alongside talented professionals who are passionate about helping high-growth companies succeed. Kranz Consulting has partnered with innovative, venture-backed companies and their leadership teams, giving our employees exposure to a diverse range of industries, business models, and challenging financial environments.

You’ll gain meaningful hands-on experience, work directly with clients and senior leaders, and have the opportunity to expand your skills as companies grow and evolve. We value collaboration, accountability, and continuous learning, while fostering an environment where your contributions are visible and make an impact. If you’re looking for a role where you can grow professionally, take on new challenges, and be part of a team that plays a critical role in the success of emerging companies, Kranz is a place where you can build something meaningful.

ABOUT THE ROLE

Our Kranz SoCal practice is seeking a highly motivated, experienced Account Executive to join our business development team to drive new client acquisition, support client retention, account leadership and expand Kranz Consulting’s presence in the marketplace. You will serve as a consultative partner to clients while helping grow our financial consulting business across our three verticals: Emerging Growth, Private Capital, and Technical Accounting.

Responsibilities:

  • Manage an assigned territory in a highly organized, disciplined manner using CRM tools.

  • Generate new business through research, lead generation, prospecting, networking, cold outreach, social selling, and in-person meetings.

  • Build and maintain prospect lists across Private Equity and Venture Capital firms, their portfolio companies, and related executive teams.

  • Drive annual revenue responsibility of approximately $2M-$4M+ through account growth, client expansion, and new business development

  • Research, qualify, and develop sales opportunities with both prospective and existing clients.

  • Build strong relationships with portfolio company leadership teams, hiring managers, and C-suite executives.

  • Maintain active involvement in relevant networking organizations and industry events.

  • Meet or exceed weekly activity expectations and revenue growth targets.

  • Manage sales and marketing efforts to sell finance/accounting staffing and financial consulting services to companies and venture capital firms.

  • Develop and execute go-to-market strategies and territory action plans to grow existing business and identify new opportunities.

  • Assess client technical accounting and staffing needs, then recommend solutions using a consultative sales approach.

  • Sell staff augmentation, project consulting, recruiting, and related professional services to new and existing clients.

  • Track sales activity, pipeline progress, and performance against quotas and goals.

  • Represent Kranz Consulting professionally in client meetings, calls, and social or business events.

Qualifications

  • Bachelor’s degree required

  • 7 to 10 years of business-to-business sales, business development, and/or financial services experience

  • Background in accounting or finance required

  • Experience serving Private Equity and Venture Capital clients preferred

  • Strong interest in building a long-term career in business development

  • Demonstrated success in both new business development and account management

  • Proven ability to build relationships, close deals, and retain clients

  • Experience generating qualified leads, referrals, and follow-up opportunities

  • Strong consultative selling skills with the ability to identify client needs and recommend effective solutions

  • Excellent negotiation, communication, and problem-solving skills

  • Ability to thrive in a fast-paced environment, manage multiple priorities, and work with urgency

  • Self-motivated, competitive, resourceful, and results-oriented

  • Comfortable working both independently and collaboratively in a team environment

  • Proficiency with HubSpot and Salesforce

  • Experience with both inside sales and outside sales

  • General understanding of Venture Capital fund administration

  • Working knowledge of Microsoft Office and Google Docs

  • Excellent verbal and written communication skills in English

Benefits

We recognize the value of our employees’ contributions and offer a comprehensive compensation and benefits program, including:

  • 401(k) with employer match

  • Health benefits

  • Bonus program

  • Paid vacation

  • Floater holidays

  • Company-paid holidays

We also support professional growth through continuous training, certification opportunities, mentorship, and a collaborative team environment.

Equal Opportunity Employer

Kranz Consulting is an equal opportunity employer and encourages applications from individuals of all backgrounds and experiences.

Skills Required

  • Bachelor's degree
  • 7-10 years business-to-business development experience and/or financial services experience
  • Accounting/finance background
  • Experience working in Private Equity and Venture Capital services
  • Proven track record of sales success and closing skills
  • Business development and account management skills
  • Proficiency with HubSpot and Salesforce
  • Experience with inside and outside sales
  • Ability to multi-task and work in a fast-paced environment
  • Ability to work both independently and in a team environment
  • Demonstrated ability to meet deadlines and respond quickly to staffing needs
  • Ability to close sales calls, overcome objections, and negotiate
  • Proven ability to retain customers and generate referrals and qualified leads
  • Consultative sales approach and strong persuasive abilities
  • Excellent communication and interpersonal skills; excellent spoken and written English
  • General understanding of Venture Capital Fund Administration
  • General knowledge of Microsoft Office and Google Docs
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The Company
HQ: San Francisco, CA
144 Employees

What We Do

Hi, we’re kranz! We are the preeminent accounting and financial solutions firm helping start-ups and Venture Capital companies grow. We believe that every business, at every stage of growth, is a story waiting to be told – and that all companies deserve to reach their full potential. By focusing on our core values and fostering trusted personal connections, we help our clients thrive with confidence so they can share their stories with the world.

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