Account Executive (Remote) — B2B Tax Advisory | High-Ticket Sales
Account Executive (Remote) — B2B Tax Advisory | High-Ticket Sales
About the Opportunity
KB Tax Devisers CPA is expanding and looking for a skilled Account Executive to close premium tax strategy and advisory engagements for entrepreneurs and small business owners.
In this role, you’ll be speaking with inbound, pre-qualified prospects who are actively seeking help optimizing their tax strategy. Deal sizes typically range from $15K to $30K+, and your role is to guide them through a thoughtful, informed decision—not a high-pressure pitch.
This is a consultative sales environment where trust, clarity, and strong discovery matter more than speed.
What to Expect
You’ll work with business owners who:
• Have experienced poor service from accountants in the past
• Are cautious about making another financial decision
• May take 30–90 days to fully commit
Success in this role requires patience, persistence, and the ability to confidently navigate deeper financial conversations.
Compensation & Work Setup
• Competitive draw + uncapped commissions
• Typical earnings: $90,000–$145,000+ annually
• High performers consistently reach six figures
• Fully remote role (US or Canada-based)
• Standard schedule: Monday–Friday, aligned with CST business hours
Perks & Support
• Ongoing sales coaching and call reviews
• Access to leadership and performance feedback
• Professional development resources
• Remote flexibility within working hours
• Growth opportunities within the organization
Key Responsibilities
• Run 3–4 discovery calls daily via phone and Zoom
• Diagnose client challenges related to taxes, cash flow, and financial structure
• Present tailored advisory solutions based on each client’s situation
• Manage longer-term follow-ups (30–90 days) with consistency and strategy
• Maintain accurate pipeline tracking in HubSpot CRM
• Participate in team meetings and contribute to process improvements
• Consistently hit performance benchmarks (booking targets, close rate, etc.)
Ramp-Up Timeline
Weeks 1–2: Training on services, systems, pricing, and ideal client profiles
Weeks 3–4: Begin handling calls with coaching support
Month 2: Manage your own pipeline and improve close rates
Month 3: Fully independent closer with consistent performance
What We’re Looking For
• Minimum 2 years of high-ticket sales experience ($3K+ deals)
• Background in B2B or financial-related sales is a strong plus
• Ability to quickly build trust with business owners
• Strong objection-handling skills (clear, direct communication)
• Comfortable managing longer sales cycles without losing momentum
• Experience using CRM platforms (HubSpot preferred)
• Coachable and open to feedback
• Reliable remote work setup and availability during business hours
This Role May Not Be Ideal If:
• You prefer fast, transactional sales environments
• You’re uncomfortable discussing financial topics in depth
• You cannot clearly speak to your past sales performance metrics
What Success Looks Like
• Consistently achieving 25%+ close rate on qualified calls
• Clients feel informed and confident in their decisions
• CRM and pipeline data are accurate and up to date
• Leadership trusts your numbers and forecasting
How to Apply
Submit your application here:
https://share.hsforms.com/2YeUrpGPdTqmFvU75U6IZuQtkauh
The process takes about 5 minutes. After applying, you’ll complete a short behavioral assessment to help us understand your working style.
Additional Details
• Location: Must be based in the US or Canada
• Schedule: Full-time (40 hours/week, Monday–Friday)
• Work Environment: 100% Remote
Job Type: Full-time
Pay: $90,000.00 - $145,000.00 per year
Benefits:
• Flexible schedule
• On-the-job training
• Opportunities for advancement
• Professional development assistance
• Work from home
Application Question(s):
• Do you have experience with longer sales cycles (30–90 days)?
• Which CRMs have you used?
Experience:
• high-ticket sales: 2 years (Required)
Work Location: Remote
Apply Now
Apply Now
About the Opportunity
KB Tax Devisers CPA is expanding and looking for a skilled Account Executive to close premium tax strategy and advisory engagements for entrepreneurs and small business owners.
In this role, you’ll be speaking with inbound, pre-qualified prospects who are actively seeking help optimizing their tax strategy. Deal sizes typically range from $15K to $30K+, and your role is to guide them through a thoughtful, informed decision—not a high-pressure pitch.
This is a consultative sales environment where trust, clarity, and strong discovery matter more than speed.
What to Expect
You’ll work with business owners who:
• Have experienced poor service from accountants in the past
• Are cautious about making another financial decision
• May take 30–90 days to fully commit
Success in this role requires patience, persistence, and the ability to confidently navigate deeper financial conversations.
Compensation & Work Setup
• Competitive draw + uncapped commissions
• Typical earnings: $90,000–$145,000+ annually
• High performers consistently reach six figures
• Fully remote role (US or Canada-based)
• Standard schedule: Monday–Friday, aligned with CST business hours
Perks & Support
• Ongoing sales coaching and call reviews
• Access to leadership and performance feedback
• Professional development resources
• Remote flexibility within working hours
• Growth opportunities within the organization
Key Responsibilities
• Run 3–4 discovery calls daily via phone and Zoom
• Diagnose client challenges related to taxes, cash flow, and financial structure
• Present tailored advisory solutions based on each client’s situation
• Manage longer-term follow-ups (30–90 days) with consistency and strategy
• Maintain accurate pipeline tracking in HubSpot CRM
• Participate in team meetings and contribute to process improvements
• Consistently hit performance benchmarks (booking targets, close rate, etc.)
Ramp-Up Timeline
Weeks 1–2: Training on services, systems, pricing, and ideal client profiles
Weeks 3–4: Begin handling calls with coaching support
Month 2: Manage your own pipeline and improve close rates
Month 3: Fully independent closer with consistent performance
What We’re Looking For
• Minimum 2 years of high-ticket sales experience ($3K+ deals)
• Background in B2B or financial-related sales is a strong plus
• Ability to quickly build trust with business owners
• Strong objection-handling skills (clear, direct communication)
• Comfortable managing longer sales cycles without losing momentum
• Experience using CRM platforms (HubSpot preferred)
• Coachable and open to feedback
• Reliable remote work setup and availability during business hours
This Role May Not Be Ideal If:
• You prefer fast, transactional sales environments
• You’re uncomfortable discussing financial topics in depth
• You cannot clearly speak to your past sales performance metrics
What Success Looks Like
• Consistently achieving 25%+ close rate on qualified calls
• Clients feel informed and confident in their decisions
• CRM and pipeline data are accurate and up to date
• Leadership trusts your numbers and forecasting
How to Apply
Submit your application here:
https://share.hsforms.com/2YeUrpGPdTqmFvU75U6IZuQtkauh
The process takes about 5 minutes. After applying, you’ll complete a short behavioral assessment to help us understand your working style.
Additional Details
• Location: Must be based in the US or Canada
• Schedule: Full-time (40 hours/week, Monday–Friday)
• Work Environment: 100% Remote
Job Type: Full-time
Pay: $90,000.00 - $145,000.00 per year
Benefits:
• Flexible schedule
• On-the-job training
• Opportunities for advancement
• Professional development assistance
• Work from home
Application Question(s):
• Do you have experience with longer sales cycles (30–90 days)?
• Which CRMs have you used?
Experience:
• high-ticket sales: 2 years (Required)
Work Location: Remote
Apply Now
Apply Now