About The Position

Inkle is an AI-powered CPA and bookkeeping firm serving US companies. It combines a licensed CPA practice, proprietary software, including Inkle Books, and AI to provide bookkeeping, tax, and compliance services to thousands of US businesses. The company is profitable, growing, and backed by Picus Capital, Saison Capital, and Force Ventures, with teams in the United States, Latin America, and India. The Account Executive reports to the Sales & Marketing Manager and is responsible for turning startup and SMB prospects into Inkle customers. This is a remote role open to candidates anywhere in Latin America. Marketing provides inbound leads; the Account Executive manages those leads through the sales process and also develops outbound pipeline through prospecting, events, and partnerships. The role involves full-cycle sales, from discovery through signed contract; timely inbound lead conversion; outbound prospecting; representing Inkle at local business and startup events; developing referral partnerships; and using AI and sales tools to research accounts, prepare for calls, and manage pipeline. The Account Executive maintains accurate CRM records, reports on pipeline and forecasts weekly, shares customer feedback with product and marketing, and collaborates with sales, marketing, customer success, and product teams. The role requires working Monday through Friday during US business hours, with some early-morning calls to coordinate with the Bengaluru team, and travel to the US when needed.

Requirements

  • 2 to 4 years of B2B sales experience; SaaS, fintech, or financial services experience is preferred.
  • A record of meeting or exceeding quota, with performance numbers available to share.
  • Comfort with independently prospecting and building pipeline.
  • Hands-on experience with sales tools and CRMs such as Attio, Clay, Origami, or LinkedIn Sales Navigator; HubSpot or Lightfield experience is also acceptable if able to learn new tools quickly.
  • Understanding of how US startups and SMBs buy and of the challenges their owners face.
  • Strong ability to use AI tools to work efficiently.
  • Highly proactive and self-directed, able to manage a calendar and take action without close supervision.
  • Very high attention to detail.
  • Excellent written and spoken English, with willingness to communicate proactively.
  • Ability to build relationships across cultures and time zones and work daily with the Bengaluru team.
  • Motivation to earn variable pay based on closed business.
  • A valid US visa or the ability to obtain one for travel to the San Francisco office and US events and conferences as needed.
  • Willingness to work Monday through Friday during US business hours, including some early-morning calls to work with the Bengaluru team.

Nice To Haves

  • Experience selling to SMB owners or finance teams.
  • B2B sales experience in SaaS, fintech, or financial services.

Responsibilities

  • Own the full sales cycle from first call to signed contract, including discovery, demos, proposals, follow-ups, and closing.
  • Quickly work and convert inbound leads provided by marketing.
  • Build and manage an outbound pipeline through email, calling, and LinkedIn, targeting SMB founders, business owners, and finance leads.
  • Identify and attend business events, industry meetups, and startup events locally and regionally; represent Inkle and generate meetings.
  • Build referral relationships with banks, law firms, accelerators, payroll and HR providers, and other service providers.
  • Use AI tools to research accounts, draft materials, prepare for calls, and manage pipeline efficiently.
  • Maintain accurate and up-to-date records in Attio and report weekly on pipeline, conversion rates, and forecasts.
  • Share customer requests, objections, and reasons for lost deals with product and marketing teams.
  • Collaborate with the sales team and with marketing, customer success, and product teams to ensure effective handoffs and follow-through.
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