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Drake Software · 1 day ago

Account Executive II

United States

Full-time

Remote

Entry, Mid Level

2+ years exp

Taxwell is a leading digital tax filing platform dedicated to helping everyday Americans maximize their tax advantages. The Account Executive II will focus on new sales and high-volume transactions of tax preparation software, engaging potential clients and driving revenue through direct sales efforts.

AccountingSoftware

Responsibilities

Actively prospect and generate leads through cold calls, emails, social media, and networking

Identify and qualify potential clients, ensuring they align with TaxAct’s target market

Conduct high-volume outreach to maximize sales opportunities and increase market penetration

Present and demonstrate TaxAct's tax preparation solutions to prospective clients, highlighting key benefits and features

Develop and deliver compelling sales pitches tailored to client needs

Consistently meet or exceed high-volume sales quotas and performance metrics

Maintain a robust and well-organized sales pipeline to ensure consistent deal flow

Utilize CRM tools to track and manage sales activities, ensuring timely follow-ups and accurate reporting

Provide forecasts and updates on sales progress to leadership

Stay informed about industry trends, competitor products, and market dynamics

Leverage market insights to refine sales strategies and approaches

Work closely with marketing and lead generation teams to align on campaigns and drive sales initiatives

Partner with onboarding and support teams to ensure a seamless handoff for new clients

Travel up to 25% of the time to may be required

Qualification

High-volume salesSolution sellingCRM systemsTax preparation softwareMicrosoft Office SuiteCommunication skillsNegotiation skillsOrganizational skillsAdaptabilitySelf-starter

Required

Bachelor's degree in Business, Marketing, or a related field

2+ years of experience in high-volume sales, preferably within the software, technology, or financial services industry

Proven ability to close new business in a fast-paced, target-driven environment

Experienced in solution selling, using discovery to identify and address prospective client needs and deliver an effective value proposition

Exceptional communication, persuasion, and negotiation skills

Highly organized with the ability to manage a high volume of leads and sales activities

Familiarity with CRM systems (e.g., Salesforce) and proficiency in Microsoft Office Suite

Ability to quickly adapt to unique market dynamics

Self-starter with a strong work ethic and a drive to succeed

Comfortable working in a high-volume sales environment

Quick learner with the ability to adapt to new tools and technologies

Preferred

Knowledge of tax preparation software or financial services is a strong advantage

Benefits

Medical

Dental

Vision

Life insurance

Paid vacation and sick days

Paid holidays

401(k) with company match

Company

Drake Software

Drake Software is a complete professional tax preparation program for federal and state returns, business and individual. It is a sub-organization of Cinven.

Founded in 1977

Franklin, North Carolina, USA

501-1000 employees