Sales Executive (SafeSend & SurePrep)

Join our team as a Sales Executive for our award-winning SafeSend Returns (SSR) and SurePrep solutions. In this overlay sales role, you will work closely with our Tax Workflow sales representatives, manage the full sales cycle, and build trusted relationships with accounting firms. You will become a product expert, generate leads, and contribute to team knowledge sharing. A background in accounting and tax firm operations is preferred, along with 2-4 years of successful sales experience.

• Identifying and pursuing sales opportunities for SafeSend Returns (SSR) and SurePrep solutions, managing the full sales cycle from lead qualification to close.
• Building and maintaining trusted relationships with accounting firms, understanding their needs, and aligning product solutions to their business requirements.
• Collaborating with Tax Workflow sales representatives to develop and execute territory strategies, co-selling solutions, and contributing to team knowledge sharing.

• Familiarity with accounting and tax firm operations (preferred)
• A positive, energetic attitude with a drive for results and continuous learning
• 2–4 years of successful sales experience, ideally in software solutions or B2B environments
• Experience with Salesforce CRM or similar tools (preferred)
• Experience working in collaborative sales environments, especially in overlay or matrixed roles
• Proven ability to manage sales cycles and build strong client relationships
• Strong organizational skills and responsiveness
• A strategic mindset with the ability to align product solutions to customer business needs
• A high school diploma (required); college degree (preferred)
• Excellent communication, negotiation, and presentation skills