Senior Account Executive

Company Overview:

Ascent CFO Solutions is a leading Fractional and Interim CFO and financial services firm that provides outsourced finance leadership to growth-oriented businesses . We deliver top-tier financial expertise on a flexible, part-time basis, giving companies the strategic insight they need without the cost of a full-time hire . Recognized twice as an Inc. 5000 Fastest-Growing Company and a 3-time Built In Best Place to Work award winner, Ascent CFO Solutions fosters a dynamic, supportive environment where team members are valued and empowered to excel.

Role Overview:

We are seeking a Senior Account Executive with 5-10+ years of successful B2B sales experience to join our team as a major contributor to driving new client growth. In this high-impact, autonomous role, you will own the full sales cycle from prospecting through close. The Account Executive will manage incoming leads from our marketing efforts while also spearheading strategic outbound outreach to target companies (typically small to mid-sized businesses in the ~$2M–$100M revenue range). You will be engaging directly with CEOs and founders – our key decision makers – to understand their finance and accounting needs and demonstrate how Ascent’s fractional CFO solutions can help navigate their growth challenges and scale their business upward . This is a remote position (with no mandatory travel) that offers the opportunity to set the tone as we mature our sales organization, working closely with the VP of Revenue, our marketing team, other AEs, and the leadership team to refine and accelerate our go-to-market strategy.

• Manage Inbound Leads: Own and respond to inbound inquiries and referrals, qualify potential clients, and drive deals forward through consultative sales calls and tailored presentations. Provide a prompt and professional experience for CEOs/founders who reach out to Ascent CFO. Expected close rate from qualified ICP to a deal won is 25%.
   
• Outbound Prospecting: Proactively identify and pursue new business opportunities among our ideal client profile (growth-stage companies). Leverage tools like Swan (website visitor identification) to de-anonymize site traffic and initiate outreach, and use channels such as email, LinkedIn, and phone calls to generate pipeline. Develop targeted lists and campaigns to schedule meetings with key executives who may benefit from Fractional and Interim CFO services.
   
• Network & Event Engagement: Utilize your strong personal network and industry events to drive new conversations. Attend startup and growth meet-ups, webinars, conferences, and local networking events (e.g. happy hours) to build relationships and create awareness of Ascent CFO’s offerings. Act as a brand ambassador in the business community to spark interest and referrals.
   
• Full-Cycle Deal Ownership: Run the end-to-end sales process for both inbound and outbound deals – from initial discovery and needs assessment, through solution proposal and negotiation, to contract close. Coordinate any needed follow-up (scheduling CFO expert calls, providing references, etc.) and ensure a smooth handoff as our staff takes over leadership for new clients to the client success team after closing. With an average ~30-day sales cycle, maintain momentum and keep deals progressing efficiently to hit monthly targets. You will be partially responsible for on-going account management in what we call our “buddy system” as you look to drive retention and upsells into existing accounts.
   
• Achieve Sales Targets: Consistently meet or exceed your sales quotas (monthly and quarterly). Drive revenue growth by closing new clients that align with our services. Maintain a healthy pipeline to support Ascent CFO’s aggressive growth goals, and provide accurate sales forecasts to the leadership team.
   
• CRM & Pipeline Management: Diligently document all activities, opportunities, and next steps in HubSpot CRM (our sales and marketing platform). More importantly, you’re not afraid to setup/adjust your own sequences and know how to build reporting. We do not have a dedicated Ops role for GTM so having patience with our shared technical resources is important.
   
• Collaborate with Team: Work closely with the VP of Revenue and Marketing Director to refine messaging and optimize lead generation strategies. Provide feedback on market trends and client needs to help shape our service offerings. Partner with our fractional CFO team when needed to develop proposals or address complex prospect questions, ensuring we deliver a compelling and feasible solution to every client.
   

• Experience: 5+ years of success in B2B sales (Account Executive or similar), preferably in a services or solutions sales environment and with a strong understanding of finance and accounting. A proven track record of hitting or exceeding sales quotas through full-cycle selling is required.
   
• Selling to C-Suite: Demonstrated ability to engage and sell to senior executives, especially CEOs, founders, and other C-level leaders of small to mid-sized companies. You excel at understanding high-level business challenges and can credibly discuss strategic financial solutions with decision-makers.
   
• Self-Starter & Outbound Pro: Highly self-motivated and autonomous in driving sales. You have exemplary prospecting skills and don’t rely on an SDR team – you’re comfortable generating your own pipeline via outbound outreach, networking, and creative lead generation tactics.
   
• Consultative Communication: Exceptional communication and interpersonal skills, with a consultative sales approach. You listen actively and ask the right questions to uncover needs , then tailor your pitch to each client’s unique situation. Strong presentation and storytelling abilities to convey value are a must.
   
• Organizational Skills: Detail-oriented with strong pipeline management and follow-up discipline. Experience using a CRM (HubSpot preferred) to track leads and deals. You are organized in managing multiple opportunities and can prioritize effectively to keep the sales process on track.
   
• Tech & Tools: Proficiency with modern sales tools and techniques. Experience with HubSpot Sales (or similar CRM) is highly desirable. Familiarity with sales engagement platforms (e.g. Outreach.io or similar) and research tools (LinkedIn Sales Navigator, etc.) is a plus. Ability to quickly learn new software and adapt to our tech stack.
   
• Domain Knowledge: Ability to quickly learn and grasp the fundamentals of financial services we offer. While a finance background isn’t required, you should be excited to learn about concepts like fractional and interim CFO support, accounting processes, and financial strategy to effectively sell our solutions.
   
• Remote Work & Travel: Thrive in a remote work environment – you are disciplined, accountable, and comfortable communicating with a distributed team. Willingness to occasionally travel for important client and prospect meetings or team events is a plus (role is primarily remote with no mandatory travel).
   

• Base Salary: Approximately $100,000-$120,000 per year (commensurate with experience).
   
• On-Target Earnings (OTE): ~$250,000-$300,000 run rate at plan in year 1, and $450,000-$600,000+ run rate at plan in year 2, with a competitive commission structure (uncapped commission potential for exceeding targets). Equity potential exists for a strong performer in year two.
   
• Ramp-Up: We offer a ramp period for new hires – guaranteed OTE for the first 3 months to support you as you build your pipeline and get up to speed (our typical sales cycle is about 30 days).
   
• Benefits: Full-time employees enjoy a comprehensive benefits package, including medical, dental, and vision insurance, 401(k) with matching, paid holidays, paid sick time, and stipends for technology and professional development .
   
• Remote & Flexibility: Work from anywhere in the U.S. with a flexible schedule. We work remotely with occasional in-person team gatherings (approximately 6-8 times per year) to foster connection and culture . We also encourage work-life balance and offer flexible PTO policies.
   
• Tools & Resources: All necessary tools for success will be provided – including HubSpot CRM (Sales Pro and Marketing Pro), and any additional software (e.g. sales automation tools) that you need will be considered to set you up for success. You’ll have support from leadership and collaboration with a marketing team, but no heavy bureaucracy – we move fast and trust our team.
   

At Ascent CFO Solutions, we pride ourselves on a culture rooted in integrity, collaboration, expertise, and flexibility . We operate at the highest ethical standards and work as a team to consistently exceed client expectations. Our firm is known for listening first, asking the right questions, and engaging deeply with our clients to provide customized financial strategies that help companies grow . We put our people first and foster an environment of continuous learning and support.

Who thrives here? Someone who is entrepreneurial, proactive, and passionate about helping businesses succeed will fit right in. The ideal candidate embraces ownership and autonomy, while also being a team player who shares knowledge and leverages the collective expertise of our group. If you value transparency, accountability, and the drive to deliver excellent results – all while maintaining a flexible, adaptive approach – you will thrive at Ascent CFO. In our fast-paced but supportive setting, we celebrate initiative and innovation. Together, we ascend as a team alongside our clients.