Account Executive II

TAXWELL • Haverford, PA

4d

About The Position

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Our tax preparation software offers easy guidance and ensures your maximum tax refund. We strive to build a team of like-minded experts in both tax and technology who align with our brand purpose, are advocates for our customers and have a fresh, non-traditional approach to the tax industry. Taxwell is a leading digital tax filing platform which offers customers both consumer and professional digital and downloadable products that are easy-to-use, best-in-class technology, and provide unparalleled customer support. We are a trusted solution for all users including those with complex tax returns. We strive to attract and retain candidates who exemplify our values: performance, perseverance, progress and partnership. TaxAct and Drake Software are members of the Taxwell family of products. We are an organization of forward thinkers looking to add industry experts to our growing team. This role will primarily support TaxAct as we provide the tools and support tax professionals need to build their businesses and attract new clients. We are an organization of problem solvers continually looking for solutions to support our customers. Our customers know they can rely on TaxAct for comprehensive product excellence and value. Position Overview Taxwell is seeking a highly motivated and results-oriented Account Executive with a primary focus on new sales and high-volume transactions of our tax preparation software. In this role, you will be responsible for identifying, engaging, and converting new clients, driving revenue through direct sales efforts, and contributing to the expansion of our customer base.

Requirements

• Bachelor’s degree in Business, Marketing, or a related field (preferred).
• 2+ years of experience in high-volume sales, preferably within the software, technology, or financial services industry.
• Proven ability to close new business in a fast-paced, target-driven environment.
• Experienced in solution selling, using discovery to identify and address prospective client needs and deliver an effective value proposition.
• Exceptional communication, persuasion, and negotiation skills.
• Highly organized with the ability to manage a high volume of leads and sales activities.
• Familiarity with CRM systems (e.g., Salesforce) and proficiency in Microsoft Office Suite.
• Ability to quickly adapt to unique market dynamics.

Nice To Haves

• Knowledge of tax preparation software or financial services is a strong advantage.

Responsibilities

• New Client Acquisition: Actively prospect and generate leads through cold calls, emails, social media, and networking.
• Identify and qualify potential clients, ensuring they align with TaxAct’s target market.
• Conduct high-volume outreach to maximize sales opportunities and increase market penetration.
• Sales Performance: Present and demonstrate TaxAct's tax preparation solutions to prospective clients, highlighting key benefits and features.
• Develop and deliver compelling sales pitches tailored to client needs.
• Consistently meet or exceed high-volume sales quotas and performance metrics.
• Pipeline Management: Maintain a robust and well-organized sales pipeline to ensure consistent deal flow.
• Utilize CRM tools to track and manage sales activities, ensuring timely follow-ups and accurate reporting.
• Provide forecasts and updates on sales progress to leadership.
• Market Expertise: Stay informed about industry trends, competitor products, and market dynamics.
• Leverage market insights to refine sales strategies and approaches.
• Collaboration and Support: Work closely with marketing and lead generation teams to align on campaigns and drive sales initiatives.
• Partner with onboarding and support teams to ensure a seamless handoff for new clients.

Benefits

• We offer a competitive salary, outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, and 401(k) with company match.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 51-100 employees