Account Executive

Posted Yesterday
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Charleston, SC, USA
In-Office
Mid level
Mobile • Software
The Role
Own the full B2B SaaS sales cycle for Ceterus, from discovery and product demonstrations through closing and onboarding handoff. Build relationships with franchise owners, operators, CFOs, and franchisor leaders; manage pipeline and forecasting in Salesforce; develop account plans; collaborate cross-functionally; and consistently exceed revenue targets. The role requires consultative selling, strong communication and negotiation skills, CRM experience, and the ability to sell financial or technology solutions to small and mid-sized businesses.
Summary Generated by Built In
Account Executive

Location: Remote (U.S.)

Employment Type: Full-Time

About Ceterus

Ceterus is modernizing financial operations for franchise businesses.

Our platform combines expert accounting, purpose-built software, intelligent automation, and actionable financial insights to help franchise owners spend less time managing their finances and more time growing their businesses.

From bookkeeping and month-end close to financial reporting, tax support, benchmarking, and operational insights, Ceterus gives franchise owners and franchisors greater visibility into business performance while simplifying the financial work that keeps their businesses running.

Today, we support more than 2,000 franchise locations across leading brands including Jersey Mike’s, Jimmy John’s, Club Pilates, European Wax Center, Massage Envy, Orangetheory Fitness, Scooter’s Coffee, Crumbl Cookies, and many others.

As we continue investing in automation, AI, and financial intelligence, we’re building the next generation of financial operations technology for the franchise industry.

The Opportunity

We’re looking for an experienced Account Executive to join our growing sales team.

You’ll own the full sales cycle, from discovery through close, working with franchise owners, multi-unit operators, and franchise brands to understand their operational challenges and demonstrate how Ceterus helps them save time, improve financial visibility, and make better business decisions.

This is an opportunity for someone who enjoys consultative selling, thrives in a fast-paced environment, and wants to sell an innovative platform that combines accounting expertise with automation.

You’ll work closely with Marketing, Partnerships, Accounting, Product, and Operations to deliver an outstanding customer experience from the first conversation through onboarding.

What You’ll Do
  • Own the full sales cycle from qualified opportunity through signed agreement and successful handoff to onboarding.

  • Conduct consultative discovery to understand each prospect’s operational, financial, and reporting challenges.

  • Deliver compelling product demonstrations that clearly communicate the value of Ceterus’ bookkeeping, accounting, reporting, and application.

  • Build trusted relationships with franchise owners, multi-unit operators, CFOs, and franchisor leadership.

  • Develop and execute strategic account plans to maximize win rates and long-term customer value.

  • Manage pipeline activity, forecasting, and opportunity progression within Salesforce.

  • Collaborate with Marketing on lead follow-up and campaign execution.

  • Work closely with Partnerships and Onboarding to ensure a seamless customer experience.

  • Consistently achieve and exceed monthly and quarterly revenue targets.

  • Stay current on industry trends, franchise operations, accounting technology, and emerging AI capabilities that create value for customers.

  • Leverage modern sales technology and AI tools to improve prospecting, research, communication, and sales execution.

What We’re Looking For
  • 3–5 years of successful B2B SaaS sales experience with a consistent record of exceeding quota.

  • Experience selling software or technology solutions to small and mid-sized businesses.

  • Strong consultative sales skills with the ability to uncover business challenges and position strategic solutions.

  • Excellent presentation, communication, negotiation, and closing skills.

  • Experience managing opportunities within Salesforce or another CRM.

  • Self-motivated with strong organizational and time management skills.

  • Comfortable working in a fast-paced, high-growth environment.

  • High emotional intelligence with the ability to build trust and credibility quickly.

  • Strong business acumen and curiosity about finance, operations, and entrepreneurship.

Preferred Qualifications

  • Experience selling into the franchise industry.

  • Experience selling accounting, financial management, fintech, ERP, or back-office software solutions.

  • Familiarity with AI-enabled sales tools (ChatGPT, Salesforce Agentforce, Gong, Clari, Outreach AI, or similar platforms).

  • Experience working in an early-stage or high-growth SaaS company.

What Success Looks Like

In this role you’ll:

  • Build a healthy, predictable sales pipeline.

  • Consistently exceed revenue goals.

  • Become a trusted advisor to franchise operators.

  • Help expand Ceterus’ presence within existing franchise systems.

  • Provide market feedback that influences our product roadmap and AI strategy.

Why Ceterus?

At Ceterus, you’ll join a team that’s redefining how franchise businesses manage their finances.

You’ll have the opportunity to:

  • Sell an innovative platform combining expert accounting with AI-powered automation.

  • Work alongside experienced leaders in accounting, technology, and franchising.

  • Influence product direction by bringing customer insights directly to the business.

  • Grow your career in a rapidly expanding technology company.

  • Collaborate with a high-performing, supportive, and entrepreneurial team.

Skills Required

  • 3-5 years of successful B2B SaaS sales experience with a consistent record of exceeding quota
  • Experience selling software or technology solutions to small and mid-sized businesses
  • Strong consultative sales skills and ability to uncover business challenges and position strategic solutions
  • Excellent presentation, communication, negotiation, and closing skills
  • Experience managing opportunities within Salesforce or another CRM
  • Strong organizational and time management skills
  • Ability to work in a fast-paced, high-growth environment
  • High emotional intelligence and ability to build trust and credibility quickly
  • Strong business acumen and curiosity about finance, operations, and entrepreneurship
  • Experience selling into the franchise industry
  • Experience selling accounting, financial management, fintech, ERP, or back-office software solutions
  • Familiarity with AI-enabled sales tools such as ChatGPT, Salesforce Agentforce, Gong, Clari, or Outreach AI
  • Experience working in an early-stage or high-growth SaaS company
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The Company
HQ: Charleston, SC
77 Employees
Year Founded: 2008

What We Do

Gain peace of mind and reduce workload with a financial sensei in your corner. Ceterus provides clear financial insights, tech-enabled bookkeeping, and tax preparation so you can build a stronger future as a franchise or small business owner. As a growing business ourselves, we understand the dilemma small business owners face. Increasing demands on running the day-to-day operations, hiring and maintaining staff, and building the brand, in general, leave little to no room to put the level of focus on financials that your business deserves. When you work with us, we bring you: Experienced accountants with niche-level expertise in your industry that understand the ins and outs of your business so you don’t have to explain them. In other words, we take bookkeeping completely off of your plate from the beginning. Multi-layer security that ensures your information is protected. We want you to feel safe in making us part of the business you’ve passionately built from the ground up. Access to our web and mobile apps so you have all of the information you need to make critical business decisions at your fingertips. Because we know managing a business isn’t all done in front of a computer. The best part? We price according to your bookkeeping requirements, rather than the size of your business, allowing us to remain simultaneously affordable and worth the price. Reach out whenever you’re ready to relinquish the guilt of not putting enough time into your financials and work with a team as passionate about your business as you are.

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