Senior Account Executive

Senior Account Executive (Remote / Hybrid)

Ascent CFO Solutions is a leading fractional and interim CFO and financial services firm that provides outsourced finance leadership to growth-oriented businesses. We deliver top-tier financial expertise on a flexible, part-time basis, giving companies the strategic insight they need without the cost of a full-time hire. Recognized twice as an Inc. 5000 Fastest-Growing Company and a 3-time Built In Best Place to Work award winner, Ascent CFO Solutions fosters a dynamic, supportive environment where team members are valued and empowered to excel.

Role Overview

We are seeking a Senior Account Executive with 5-10+ years of successful B2B sales experience to join our team as a major contributor to driving new client growth. In this high-impact, autonomous role, you will own the full sales cycle from prospecting through close. The Account Executive will manage incoming leads from our marketing efforts while also spearheading strategic outbound outreach to target companies (typically small to mid-sized businesses in the ~$2M$100M revenue range). You will be engaging directly with CEOs and founders our key decision makers to understand their finance and accounting needs and demonstrate how Ascent's fractional CFO solutions can help navigate their growth challenges and scale their business upward. This is a remote position (with no mandatory travel) that offers the opportunity to set the tone as we mature our sales organization, working closely with the VP of Revenue, our marketing team, other AEs, and the leadership team to refine and accelerate our go-to-market strategy.

Key Responsibilities

• Manage Inbound Leads : Own and respond to inbound inquiries and referrals, qualify potential clients, and drive deals forward through consultative sales calls and tailored presentations. Provide a prompt and professional experience for CEOs / founders who reach out to Ascent CFO. Expected close rate from qualified ICP to a deal won is 25%.
• Outbound Prospecting : Proactively identify and pursue new business opportunities among our ideal client profile (growth-stage companies). Leverage tools like Swan (website visitor identification) to de-anonymize site traffic and initiate outreach, and use channels such as email, LinkedIn, and phone calls to generate pipeline. Develop targeted lists and campaigns to schedule meetings with key executives who may benefit from Fractional and Interim CFO services.
• Network & Event Engagement : Utilize your strong personal network and industry events to drive new conversations. Attend startup and growth meet-ups, webinars, conferences, and local networking events (e.g. happy hours) to build relationships and create awareness of Ascent CFO's offerings. Act as a brand ambassador in the business community to spark interest and referrals.
• Full-Cycle Deal Ownership : Run the end-to-end sales process for both inbound and outbound deals from initial discovery and needs assessment, through solution proposal and negotiation, to contract close. Coordinate any needed follow-up (scheduling CFO expert calls, providing references, etc.) and ensure a smooth handoff as our staff takes over leadership for new clients to the client success team after closing. With an average ~30-day sales cycle, maintain momentum and keep deals progressing efficiently to hit monthly targets. You will be partially responsible for on-going account management in what we call our "buddy system" as you look to drive retention and upsells into existing accounts.
• Achieve Sales Targets : Consistently meet or exceed your sales quotas (monthly and quarterly). Drive revenue growth by closing new clients that align with our services. Maintain a healthy pipeline to support Ascent CFO's aggressive growth goals, and provide accurate sales forecasts to the leadership team.
• CRM & Pipeline Management : Diligently document all activities, opportunities, and next steps in HubSpot CRM (our sales and marketing platform). More importantly, you're not afraid to setup / adjust your own sequences and know how to build reporting. We do not have a dedicated Ops role for GTM so having patience with our shared technical resources is important.
• Collaborate with Team : Work closely with the VP of Revenue and Marketing Director to refine messaging and optimize lead generation strategies. Provide feedback on market trends and client needs to help shape our service offerings. Partner with our fractional CFO team when needed to develop proposals or address complex prospect questions, ensuring we deliver a compelling and feasible solution to every client.

Qualifications & Experience

Compensation & Benefits

Our Culture & Values

At Ascent CFO Solutions, we pride ourselves on a culture rooted in integrity, collaboration, expertise, and flexibility. We operate at the highest ethical standards and work as a team to consistently exceed client expectations. Our firm is known for listening first, asking the right questions, and engaging deeply with our clients to provide customized financial strategies that help companies grow. We put our people first and foster an environment of continuous learning and support.

Who thrives here? Someone who is entrepreneurial, proactive, and passionate about helping businesses succeed will fit right in. The ideal candidate embraces ownership and autonomy, while also being a team player who shares knowledge and leverages the collective expertise of our group. If you