Account Executive
Fort Lauderdale, FL - USA
Job Summary
* This is a Monday - Friday in-office position in Fort Lauderdale FL
At Xendoo Inc. we believe small business owners deserve the same financial clarity and expertise that big corporations take for granted. Since 2016 weve been on a mission to fuel the ambitions of entrepreneurs across the country handling the bookkeeping accounting financial reporting and taxes that keep businesses moving so owners can focus on what they do best. As a VC-backed tech-forward company weve built proprietary technology that sits at the core of everything we do and as a preferred partner of QuickBooks Online and Xero our clients benefit from seamlessly integrated best-in-class tools. With our recent acquisition of an AI platform purpose-built for CPAs were not just keeping pace with the future of accounting were leading it.
We serve the builders: franchise owners ecommerce founders tradespeople medical practices tech startups and hospitality operators. And we dont just manage their numbers we help them understand them giving owners the knowledge they need to make their next big move.
Our team runs on five values that arent just words on a wall: Care Deeply Be Curious Think Critically Own It and Be Relentless. They shape every decision we make and every relationship we build. The goal To champion the success of 50000 small business owners by 2030. Were growing fast and were just getting started.
About the Role
Were looking for a highly motivated sales professional who thrives in a consultative relationship-driven sales environment. Youre comfortable speaking with business owners understand the importance of trust when selling financial services and enjoy helping entrepreneurs solve meaningful operational challenges.
You likely have 2-5 years of experience in B2B sales have consistently exceeded quota and know how to create pipeline through both outbound prospecting and inbound conversion. You know your numbers and understand what you need to accomplish on a day to day basis to get there. Youre self-directed organized and excited to help build a high-performing sales organization.
Key Responsibilities
- Prospect and build your own pipeline through outbound prospecting referrals partnerships inbound inquiries and networking.
- Conduct discovery calls with small business owners founders and operational leaders to understand their bookkeeping accounting payroll and tax needs.
- Deliver consultative product demonstrations and position Xendoos accounting services as a strategic solution for growing businesses.
- Manage active opportunities through discovery demo walkthrough proposal delivery and initial onboarding handoff.
- Close new customers while identifying opportunities to expand relationships through additional services such as tax planning payroll catch-up bookkeeping and CFO advisory.
- Develop expertise in Xendoos bookkeeping accounting tax payroll and financial reporting solutions.
- Understand the operational and financial challenges facing businesses across key industries including: eCommerce Technology Professional Services Hospitality Trades & Retail
- Consult with business owners on improving financial visibility maintaining tax compliance streamlining back-office operations and supporting business growth.
- Build trusted relationships with founders CEOs presidents owners and operations leaders while understanding each businesss unique goals and challenges.
- Partner closely with onboarding bookkeeping tax and customer success teams to ensure a seamless transition from signed agreement to implementation.
- Set clear expectations throughout the buying process and help customers understand onboarding timelines deliverables and ongoing support.
- Maintain consistent communication with prospects during the sales process and proactively remove obstacles to closing.
Help shape the sales organization
- Share customer feedback competitive insights and market trends to improve messaging and positioning.
- Identify common objections and collaborate with marketing and product teams to refine sales enablement materials.
- Contribute to developing repeatable sales processes playbooks and best practices as the organization continues to grow.
Youre a STRONG fit if...
- Youre proactive about generating pipeline through outbound prospecting networking and referrals rather than relying solely on inbound leads.
- Youve sold SaaS fintech financial services payroll HR technology banking payments or other business solutions to small and medium-sized businesses.
- Youre comfortable managing consultative sales cycles involving multiple conversations with business owners and executive decision-makers.
- You have strong discovery skills and enjoy understanding a customers business before recommending a solution.
- You communicate clearly through email phone video meetings and LinkedIn.
- Youre disciplined about pipeline management and maintain accurate records in HubSpot using it to effectively manage opportunities forecast revenue and track sales activity.
- You enjoy working in a fast-paced office setting where learning and sales processes continue to evolve.
Here at Xendoo we enjoy aMonday through Friday workweek (even during tax season) so you can enjoy a healthy work/life balance. Additionally we offer;
- Medical Dental Vision and Life Insurance
- Generous PTO and Paid Holidays
- 401(k)with employer matching
- Casual dress code-jeans and t-shirts
- Complimentary lunch for the team every Friday
- Free Gym on location
- Fun and collaborativeenvironment
Our location is friendly to the tri-county area close to I-95.
Come join Team Xendoo! We are excited to meet you!
Xendoo is committed to Equal Employment Opportunity regardless of race color national origin gender sexual orientation age religion veteran status disability history of disability or perceived disability.
Required Experience:
Senior IC
About Company
Explore top online accounting services with Xendoo. Enhance your business' financial management & we'll take care of your bookkeeping.