What are the responsibilities and job description for the Account Executive | Inbound position at instead?
Account Executive | Inbound
120k-150k OTE | Lehi, Utah
About Instead
Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes and file tax returns. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 — we're re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline.
Instead's investors include Sarah Guo from Conviction (conviction.com) and many of our customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer, Bloomberg — as well as top tax & accounting firms such as PwC, BDO, RSM, and KPMG.
Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Instead's CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40.
About the Role
Our world-class sales organization at Instead is looking for driven Account Executives for our Direct and channel roles who can build and nurture client relationships while delivering exceptional revenue results as we scale rapidly! Individuals who are strategic, customer-focused, and passionate about closing a lot of deals will thrive at Instead. Our Account Executives own the process of converting new businesses and onboarding them into our products.
What You'll Do
- Demonstrate Instead and calculate tax savings potential to new inbound leads to convert into customers. Superior education and closing skills needed. We push for a one call close.
- Inbound meetings directly on your calendar. No real cold calling to people who don’t know us, only warm outbound trials and existing customers.
- Partner with implementation and customer success teams to ensure seamless onboarding.
- Maintain accurate sales forecasts and client relationship data within Salesforce.
What You'll Need
- We manage a transactional sales cycle between 1-7 days. Great sales craft is essential to success in our environment. Most deals close in 1-2 calls.
- We’re a growth obsessed team. We’re looking for people who invest in themselves relentlessly.
- We hold a high bar. This is a performance culture and we expect effort and outcomes. There’s pressure in that but you also get to be part of a winning team.
- We’re hyper focused on enabling our teams with tools and technology. We’re looking for people who are excited to lean into new tech.
- Sense of entrepreneurship: a self-starter with high accountability and ability to thrive in a fast-paced environment.
Nice to Have
- 1 years of successful B2B sales experience, preferably in SaaS or fintech
- Experience selling to owner-operator small business owners.
- Proven track record of consistently meeting or exceeding sales quotas
- Prior CRM experience (preferably Salesforce)
- Experience at a high-growth startup
- Strong network of industry contacts
- Bachelor's degree from a four-year university
Benefits
- Competitive salary and equity in a rapidly growing company
- 100% medical coverage for you
- Unlimited PTO with quarterly bonus opportunities
- 401(k) with employer match
- Parental leave
- Work together with senior leadership in office located in Lehi, Utah