KeepingCount Sales Account Executive Remote · Full time

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KeepingCount is seeking a driven and experienced Sales Account Executive to join our growing team! As a key member of our sales organization, you will help accelerate our growth by selling outsourced accounting and bookkeeping solutions to small and medium-sized businesses. This role combines traditional outbound prospecting with outside sales techniques, including face-to-face relationship building, local networking, and consultative selling.

The ideal candidate thrives in both virtual and in-person environments, excels at identifying client pain points, and delivers value by connecting clients with our tech-enabled accounting services and expert advisory support.

Who You Are

You are a motivated, results-oriented sales professional with a strong foundation in outbound sales and a passion for helping clients solve financial challenges. You’re energized by building relationships, enjoy selling professional services like accounting or CFO advisory, and can manage a territory with autonomy and accountability. Whether you’re conducting Zoom demos or attending local events, you consistently show up with a consultative, client-focused approach

Key Responsibilities

• Leverage CRM tools (HubSpot) for pipeline and activity tracking
• Prospect and generate new business through cold calls, emails, in-person meetings, networking events, and referral partnerships
• Execute the full sales cycle
• Conduct discovery conversations to understand client needs and financial pain points
• Present KeepingCount’s services — including bookkeeping, financial reporting, payroll, and CFO advisory — in a clear and consultative manner
• Develop, maintain, and close a healthy pipeline using CRM tools (HubSpot)
• Prepare proposals, manage contract processes, and ensure smooth client onboarding
• Meet or exceed individual sales goals and KPIs
• Collaborate with internal sales, service delivery, and marketing teams

What You Bring

Experience:

• 3–5 years of sales experience, ideally in financial services, accounting, or other professional services
• Proven success in traditional outbound sales
• Experience selling accounting, bookkeeping, or professional financial services
• Prior background in accounting or finance (preferred)

Skills:

• Excellent interpersonal, written, verbal, and video communication skills
• High attention to detail and ability to align solutions with client needs
• Organized, self-motivated, and accountable with a consultative sales approach
• Strong territory management and relationship-building abilities
• Professional presence and resilience in a quota-driven environment

Technical Proficiency:

• Microsoft Office 365 (Excel, PowerPoint, Teams)
• CRM tools: HubSpot preferred
• Outreach platforms: Hubspot, Outlook, Zoominfo, Social Media (Instagram, FaceBook, LinkedIn, etc.)
• Familiarity with DocuSign or Ignition

Education:

• Bachelor's degree in Accounting, Finance, Business, or related field

Why Join KeepingCount?

We offer:

• Competitive salary + performance-based commissions
• Medical, dental, vision, and life insurance
• 401(k) with company match
• Generous PTO + paid holidays
• Fully remote with flexible scheduling
• Career growth with internal promotion opportunities
• A values-driven company culture (Conscientious, Gracious, and Disciplined)

About Us

KeepingCount provides high-quality accounting, bookkeeping, tax advisory, and CFO services to clients across industries such as real estate, e-commerce, and life sciences. We handle the financial and regulatory work so our clients can focus on what they do best. With a remote-first team and a commitment to culture and development, we make work both meaningful and rewarding.