Account Executive

Account Executive (Accounting & Finance Services), Remote

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.

About the Role

You'll be the first point of contact for prospective clients and will manage the full sales process from first conversation to signed engagement. You'll also help identify opportunities to expand existing relationships ensuring clients continue to grow with Graphite as their needs evolve. Working closely with our Growth, Finance, and Accounting teams, you'll scope projects, align client needs with our service model, and help drive sustainable firm growth.

Key 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.

Experience

You'll Love Working at Graphite Because :