Account Executive | Inbound

InsteadLehi, UT
86d$120,000 - $150,000

About The Position

Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes and file tax returns. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 — we're re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline. Instead's investors include Sarah Guo from Conviction and many of our customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer, Bloomberg — as well as top tax & accounting firms such as PwC, BDO, RSM, and KPMG. Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Instead's CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40.

Requirements

  • Great sales craft is essential to success in our environment.
  • Ability to manage a transactional sales cycle between 1-7 days.
  • Self-starter with high accountability and ability to thrive in a fast-paced environment.

Nice To Haves

  • 1+ years of successful B2B sales experience, preferably in SaaS or fintech.
  • Experience selling to owner-operator small business owners.
  • Proven track record of consistently meeting or exceeding sales quotas.
  • Prior CRM experience (preferably Salesforce).
  • Experience at a high-growth startup.
  • Strong network of industry contacts.
  • Bachelor's degree from a four-year university.

Responsibilities

  • Demonstrate Instead and calculate tax savings potential to new inbound leads to convert into customers.
  • Maintain accurate sales forecasts and client relationship data within Salesforce.
  • Partner with implementation and customer success teams to ensure seamless onboarding.

Benefits

  • Competitive salary and equity in a rapidly growing company.
  • 100% medical coverage for you.
  • Unlimited PTO with quarterly bonus opportunities.
  • 401(k) with employer match.
  • Parental leave.
  • Work together with senior leadership in office located in Lehi, Utah.
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