Enterprise Account Executive

Neo.TaxPalo Alto, CA
Remote

About The Position

Enterprise Account Executive Enterprise Sales Remote (US) Full-Time About Neo.Tax Enterprises waste millions of dollars trying to calculate and substantiate R&D tax credits and capitalization of software costs. Neo.Tax is automating this entirely. Our AI native solution ingests data from project management, identity management, payroll systems, and financial systems and uses ML/LLMs to do in hours what used to take months of manual work. Backed by leading investors including Infinity Ventures, Google Ventures, and trusted by innovative companies across the Fortune 2000 — including Capital One, Adobe, Thomson Reuters, and more… Neo.Tax turns R&D spend into a material financial lever: real cash savings through the R&D tax credit. We are a lean, high-conviction team building the defining platform that has made using AI to substantiate an R&D tax strategy a CFO level conversation. The Opportunity Neo.Tax is growing its enterprise sales team and is looking for a driven, intellectually curious Account Executive to own new business development across a defined territory of large enterprise accounts. This is a new logo, hunter-oriented role with a strategic orientation — you will be building and managing complex, multi-stakeholder sales cycles across CFO, VP Tax, and VP Engineering/CTO buying teams at Fortune 2000-caliber companies. This is an early and influential seat at a company with strong product-market fit, a compelling regulatory tailwind, and an exceptional investor base. The right candidate will help shape how we go to market and define what enterprise sales excellence looks like at Neo.Tax .

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 compensation. We offer a competitive base salary, uncapped commission structure, and equity participation.
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