Enterprise Account Executive
About The Position
Neo.Tax is automating the calculation and substantiation of R&D tax credits and capitalization of software costs for enterprises. Our AI-native solution uses ML/LLMs to process data from various systems, significantly reducing the time required for these complex calculations. Backed by prominent investors and trusted by Fortune 2000 companies, Neo.Tax aims to make R&D spend a significant financial lever through real cash savings via the R&D tax credit. The company is a lean, high-conviction team building a platform that elevates AI-driven R&D tax strategy to a CFO-level conversation.
Requirements
- 8+ years of enterprise SaaS sales experience, with a demonstrated track record of closing complex, multi-stakeholder deals in the $100K–$500K+ ARR range.
- Experience selling into large enterprise or Fortune 2000 accounts, including navigating procurement, legal, and security review cycles.
- Strong executive presence and the ability to credibly engage C-suite and VP-level buyers across Finance, Tax, and Engineering organizations.
- Disciplined pipeline management and accurate forecasting — you run a clean process and can articulate the state and strategy for every deal.
- Self-starter mentality with a builder’s orientation — you’re comfortable in a high-growth, early-stage environment that requires autonomy and creativity.
- Exceptional written and verbal communication skills.
Nice To Haves
- Background in tax technology, compliance SaaS, fintech, or financial software sales.
- Familiarity with enterprise corporate tax workflows, ERP, or financial close solutions.
- Experience selling to CFO, VP Tax, or finance technology buyers.
- Prior experience at a high-growth SaaS company scaling from seed to Series B or beyond.
- Existing network within the tax, accounting, or enterprise finance technology ecosystem.
Responsibilities
- Own a named account territory of enterprise and strategic prospects, with a focus on Fortune 2000 companies with meaningful R&D investment profiles.
- Drive full-cycle enterprise sales from prospecting and discovery through technical validation, champion development, legal/procurement, and close.
- Build and execute multi-threaded account strategies across VP Tax, CFO, and VP Engineering/CTO stakeholders simultaneously.
- Develop and maintain a pipeline that supports consistent quarterly and annual quota attainment.
- Conduct high-quality discovery to understand each prospect’s R&D investment profile, current study methodology, Section 174 exposure, and key KPIs.
- Articulate Neo.Tax’s value proposition in the language of the VP of Tax, the Tax Director, and the Engineering Leader — tailoring the narrative to each stakeholder’s priorities.
- Navigate complex procurement, legal, and security review cycles common in large enterprise environments.
- Accurately forecast, build your pipeline, and maintain CRM hygiene to support business planning and leadership visibility.
- Serve as a primary source of market intelligence — feeding competitive insights, buyer objections, and ICP refinements back to product, marketing, and sales leadership.
- Contribute to the development of sales playbooks, messaging frameworks, and enablement materials as the team scales.
- Represent Neo.Tax at industry events, tax conferences, and partner forums.
Benefits
- Competitive base salary
- Uncapped commission structure
- Equity participation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
