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ACCOUNT EXECUTIVE

REPORTS TO:  VP of Sales

OUR MISSION

Tax Guard is revolutionizing how tax information is used by businesses to empower their confident decision making. We are looking for a passionate individual who will not only contribute and grow with our culture of innovation, but share our commitment to the pursuit of success by way of embracing trust, diversity, and integrity in every step.

THE ROLE YOU WILL PLAY

• Generates and develops new business to meet specified sales goals
• Maintains and nurtures new client and prospect relationships
• Functions as liaison between client/prospect companies and operations staff
• Negotiates contracts and work agreements
• Generates weekly, monthly and quarterly reports, tracking work as specified by manager
• Maintain all prospecting, sales, and account activities in salesforce
• Participates in important business/trade events that impact business unit
• Possesses thorough knowledge of tax and financial services industry as well as the solution that serve that market
• Possesses thorough knowledge of local competition, and knowledge of prevalent industry and business climate within the region
• Possesses excellent organizational, problem resolution, consultative sales, verbal and written communication skills
• Promotes company endorsed programs and services within assigned territory

EXPERIENCE / FORMAL TRAINING

• Bachelor’s degree (B.A./B.S.) in related field or equivalent
• Minimum of five years sales “hunting” experience
• Minimum of three years experience selling data or SaaS solutions
• Minimum experience of three years selling to customers with $50M in revenue
• Experience in and understanding of the financial services industry
• Strong organizational, problem-solving, and analytical skills
• Ability to manage priorities and workflow
• Acute attention to detail
• Ability to deal effectively with a variety of individuals at all organizational levels

COMPETENCIES

• Problem Solving--Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
• Interpersonal Skills--Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Oral Communication--Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Written Communication--Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
• Teamwork--Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Business Acumen--Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
• Strategic Thinking--Develops strategies to achieve organizational goals; Understands organization's strengths & weaknesses; Analyzes market and competition; Identifies external threats and opportunities; Adapts strategy to changing conditions.

 The above is intended to describe the general content of and requirements for the performance of this job.  It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements.  Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions