Account Executive, Risk or Tax

Account Executive

This position is responsible for developing account plans for new and / or existing small to mid-sized corporate accounts in an assigned territory. Prospects new customers and new business at existing customers and closes full solution sales to corporate customers. Territories : Locations for Tax is Houston / New Orleans / Dallas (or hybrid out of MN, MI, or TX). Locations for Risk is Chicago / Wisconsin for one, Houston / New Orleans / Dallas for the other (or hybrid out of MN, MI, or TX).

About the Role :

In this opportunity as Account Executive, you will :

• Prospecting : Actively seek out new business opportunities with both new and existing customers to build a strong sales pipeline. Keep your sales pipeline clean and up to date, aiming for 3-4 times coverage of your sales targets on a monthly and quarterly basis.
• Account Management : Focused on companies with revenues of less than $500M, leading the entire sales process through account planning, to include initial contact, account planning, deal closing to renewal.
• Sales Goals : Meet or exceed your revenue targets.
• Cross-functional Collaboration : Work closely with other teams within the organization to tailor our solutions to address the customer needs.
• Relationship Building : Establish and maintain strong relationships with key decision-makers and stakeholders, understanding their challenges and demonstrating how our solutions can address them.
• Salesforce Maintenance : Regularly update our CRM system (salesforce.com) to maintain accurate records of your sales activities and to provide reliable sales forecasts. Engage in direct client meetings either in person or via platforms like MS Teams.

About You :

You're a fit for the role of Account Executive if you have :

What's in it For You?

Flexibility & Work-Life Balance : Flex My Way is a set of supportive workplace policies designed to help manage personal and professional responsibilities, whether caring for family, giving back to the community, or finding time to refresh and reset. This builds upon our flexible work arrangements, including work from anywhere for up to 8 weeks per year, empowering employees to achieve a better work-life balance.

Career Development and Growth : By fostering a culture of continuous learning and skill development, we prepare our talent to tackle tomorrow's challenges and deliver real-world solutions. Our Grow My Way programming and skills-first approach ensures you have the tools and knowledge to grow, lead, and thrive in an AI-enabled future.

Industry Competitive Benefits : We offer comprehensive benefit plans to include flexible vacation, two company-wide Mental Health Days off, access to the Headspace app, retirement savings, tuition reimbursement, employee incentive programs, and resources for mental, physical, and financial wellbeing.

Culture : Globally recognized, award-winning reputation for inclusion and belonging, flexibility, work-life balance, and more. We live by our values : Obsess over our Cust