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.

Close high-volume, short-cycle sales of bookkeeping, tax, and tax credit services to startup founders and finance leaders. Manage inbound and SDR-sourced pipelines, conduct discovery, scope needs, provide quotes, follow up, track CRM data, attend startup events, and escalate complex deals. The role includes coaching, quota ownership, and a defined path to Account Executive.