What are the responsibilities and job description for the Sales Account Executive position at Better Technologies Inc?
About GeltGelt is redefining the future of tax optimization and financial wellness for high-incomeindividuals, founders, investors, and growing businesses. Our mission is to simplify complex tax strategies and empower clients to build and protect their wealth efficiently. We combine personalized advisory with cutting-edge technology to deliver proactive, high-value results.We're growing fast — and we're looking for driven, entrepreneurial teammates who are excited to help shape the future of finance with us.About the RoleAs a Sales Account Executive at Gelt, you’ll be responsible for driving revenue growth by identifying, qualifying, and closing new business opportunities. You'll work directly with prospects — from executives to high-net-worth individuals and business owners — to understand their needs and deliver tailored solutions that help them optimize their tax outcomes and financial plans.You’ll also play a role in building Gelt’s online presence by helping create and shareeducational content (such as LinkedIn posts, client success stories, and thought leadership) that positions Gelt as the go-to partner for tax and financial strategies.You’ll collaborate closely with our Sales, Marketing, Customer Success, and Tax Advisory teams to create a seamless and outstanding client experience from first contact through onboarding.Responsibilities● Prospect, qualify, and close new client opportunities through inbound leads andtargeted outbound efforts.● Own the full sales cycle: from initial discovery and needs assessment to solutionpresentation, proposal, and close.● Consult with prospects to understand their financial and tax goals, articulating how Gelt’s services and solutions can help achieve them.● Maintain a strong pipeline of opportunities using CRM tools, ensuring timely follow-ups and excellent pipeline hygiene.● Collaborate cross-functionally with the advisory tax team, Customer Success, andMarketing team to align on client needs and optimize the handoff process.● Meet or exceed monthly and quarterly sales targets and KPIs.● Stay up-to-date on industry trends, client personas, and Gelt’s evolving serviceofferings to deliver high-impact, value-driven conversations.● Champion the Gelt brand, embodying our mission of proactive, trustworthy, andinsightful financial service.Requirements● Certified Public Accountant (CPA) designation is required. CPA title (recent past or present)● 2–5 years of full-cycle sales experience, ideally at a financial services, fintech,professional services, or SaaS company.● Proven track record of consistently meeting or exceeding quotas.● Strong consultative selling skills — ability to uncover pain points, articulate value, and tailor solutions to complex client needs.● Exceptional communication skills: clear, persuasive, and empathetic across verbal and written formats.● Organized, self-motivated, and comfortable operating in a fast-paced, growth-stage environment.● Experience working with CRM systems (e.g., HubSpot, Salesforce) and salesenablement tools.● Ability to manage multiple opportunities simultaneously while maintaining strongattention to detail.● Financial services experience or familiarity with tax, accounting, or wealth managementis a strong plus.Benefits● Competitive base salary with uncapped commission structure.● Health, dental, and vision insurance.● 401(k) with company match.● Generous PTO policy and flexible work schedule.● Growth opportunities within a rapidly scaling company.● Work with a smart, supportive, and driven team that’s passionate about building something great.Company DescriptionGelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWI, and investors. Our goal is to optimize our clients’ taxes and ensure their compliance by utilizing our proprietary technology platform and team of expert in-house tax professionals.
Salary : $80,000
