Sales/Account Executive

Graphite Financial Group
81d

About The Position

Graphite Financial helps startups build and scale with confidence through world-class accounting, finance, and tax services. We act as a full finance team for high-growth companies — fractional CFOs, accountants, and analysts who help founders focus on building while we handle the numbers. We’re looking for an Account Executive who knows the accounting and finance world — someone who’s sold professional services (accounting, bookkeeping, CFO advisory, or similar) and can connect with founders, controllers, and finance leaders in their language.

Requirements

  • 3+ years in B2B sales, ideally selling accounting, CFO, finance, or other professional services.
  • Passion for startups and an understanding of their unique challenges and opportunities is a plus.
  • Proven success in both new business and expansion/renewal sales — you know how to grow accounts as well as land them.
  • Deep understanding of how finance and accounting functions operate — you can hold your own in conversations about cash flow, forecasting, or client capacity.
  • Experience working in HubSpot (preferred) or other CRM tools to manage a structured sales process.
  • Excellent communication and relationship-building skills — you lead with curiosity and insight.
  • Strong organization and time management; able to juggle multiple priorities and maintain momentum across deals.
  • Comfort in a startup environment where agility, adaptability, and initiative are key.
  • Willingness to travel occasionally for client or industry events.

Responsibilities

  • Lead consultative conversations with founders, accountants, and finance leaders to uncover their goals and challenges.
  • Manage the full sales cycle — from qualification to proposal to close — with precision and follow-through.
  • Collaborate with internal finance and accounting teams to scope accurate, customized engagements.
  • Identify and support renewal and expansion opportunities within existing client relationships.
  • Meet or exceed quarterly and annual revenue targets through consistent, relationship-driven performance.
  • Maintain clear, accurate pipeline visibility in HubSpot, ensuring timely updates and proactive follow-up.
  • Generate new opportunities through outreach, community engagement, and partnerships within the startup and accounting ecosystems.
  • Represent Graphite at select events, building relationships and identifying prospects.
  • Contribute to ongoing improvement of sales processes and playbooks, sharing insights to help refine our approach.

Benefits

  • Flexible PTO to enjoy life outside of work.
  • Insurance coverage (health, vision, and dental).
  • Access to many professional development opportunities.
  • Competitive compensation packages including a 401k match.
  • Opportunity to work with innovative startups.
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