Account Executive

Accruity•Pittsburgh, PA

36d•Onsite

About The Position

Accruity, a fast-scaling Finance as a Service firm whose purpose is to help entrepreneurs win by unlocking growth, clarity, and creating lasting impact, welcomes you. We all work together to build the best end-to-end financial services platform at scale, reaching $30M in revenue and a $40M valuation by December 31, 2029. We specialize in Finance as a Service — serving entrepreneurs who are overwhelmed, underserved, or operating without the financial clarity they need to scale. If you want to belong to a team that delivers that every day, this company is a great fit for you. Our clients are entrepreneurs and business owners who need a trusted financial partner to handle the heavy lifting — from bookkeeping and back office to tax strategy and advisory. If you have experience working with or selling to this type of client — or want that experience — this role will be a great fit.

Requirements

Direct B2B sales experience in financial services — you have sold accounting, bookkeeping, CFO services, payroll, tax, or a closely related financial service to business owners or operators. You understand the language, the objections, and what it takes to earn trust in this space.
Demonstrated track record of closing consultative, service-based deals — you've managed a full sales cycle from discovery through signed agreement and can speak to it concretely.
Self-sourced pipeline experience — you have built your own book of opportunities through outbound prospecting, networking, events, or referral development — not solely from inbound or handed leads.
Executive-level communication skills — you are comfortable and credible in conversations with business owners, operators, and decision-makers.

Nice To Haves

Experience selling into the real estate industry — you have worked with real estate investors, developers, agents, brokers, property managers, or real estate-adjacent businesses and understand how they think about financial operations, cash flow, and growth.
Existing network in the real estate or property management space — relationships you can activate from day one are a meaningful advantage in this role.
Familiarity with accounting operations or outsourced finance — you don't need to be an accountant, but you can hold a fluent conversation about financial reporting, month-end close, categorization, and what good looks like for a growing business.

Responsibilities

Own the full sales cycle from qualified opportunity through signed engagement
Lead discovery conversations with qualified prospects to understand business structure, financial needs, and growth objectives
Present service proposals and guide prospects through decision-making and engagement structure
Handle objections, address concerns, and remove friction to move opportunities toward close
Drive deal momentum through proactive follow-up, clear next steps, and consistent pipeline management
Self-generate pipeline — you prospect proactively, not reactively
Identify and pursue new leads through outbound outreach, networking, events, and partner relationships
Represent Accruity at industry events, conferences, and networking opportunities to generate and close new business
Re-engage stalled opportunities and drive them toward resolution or close
Sell consultatively and speak with confidence about financial services
Position Accruity's services as strategic solutions aligned with prospect goals and operational challenges
Conduct education-first sales conversations rooted in clarity — not pressure
Manage a clean, accountable pipeline
Maintain accurate pipeline forecasting and deal tracking within Go High Level (CRM)
Log all calls and notes using Fathom; maintain full documentation at every stage
Manage opportunities across Sales & Marketing, Client Ascend, Nurturing, Lost, and Won pipelines
Collaborate with internal leadership to structure pricing, scope, and client engagement strategy
Partner with onboarding and delivery teams to ensure a smooth handoff from signed engagement to implementation
Confirm signed SOW, introduce delivery owner, and review outcomes and next steps at close