What are the responsibilities and job description for the Account Executive position at Rockwater Associates?
About Rockwater Associates
Rockwater Associates is a national professional services firm specializing in Tax, Accounting, and HR. Since 2020, rooted in Montana’s Flathead Valley, we have grown into a national team of professionals across 22 states and are establishing its Corporate Headquarters in Whitefish/Kalispell. By combining the power of great people with great technology, we deliver exceptional results for our clients with integrity, transparency, and relentless customer focus.
The Role
Rockwater Associates is seeking a full-time Account Executive to join our dynamic Tax Resolution Sales team. You will be responsible for managing the entire sales cycle — from outbound calls and lead qualifications to presenting, negotiating, and closing new business. If you are a high-energy sales professional who thrives on building relationships, driving new business, and closing deals, this is an exciting opportunity to join a fast-growing team and make a direct impact.
Key Responsibilities:
Prospecting & Lead Generation
· Make a minimum of 200 outbound calls daily to warm leads
· Qualify prospects to ensure alignment with our service offerings.
· Maintain an active pipeline by consistently managing your book of clients
Sales Execution
· Conduct consultative sales presentations tailored to prospect needs.
· Manage the full sales cycle — prospecting, discovery, proposal, negotiation, and close.
· Consistently meet or exceed monthly and quarterly revenue targets.
Relationship Management
· Build trust and credibility with small-to-mid-sized businesses.
· Partner with internal service delivery teams to ensure smooth onboarding and handoff.
· Provide feedback to marketing and leadership on lead quality, objections, and emerging trends.
Reporting, Tool & KPI”s
· Accurately log all activities in the company’s CRM.
· Track daily KPIs (calls made, meetings booked, deals closed).
· Prepare regular pipeline and forecast reports for management
· Work closely with your manager and the sales team to meet sales objectives and continually improve your approach through feedback and ongoing training.
Qualifications
- Bachelor’s degree in Business Administration or related field or experience
- This position is required to be in office full-time
- 3 years of prior B2B proven commission sales experience
- A proven track record of meeting or exceeding sales goals
- Tech savvy: CRM experience is a plus
- Enthusiastic about building customer relationships
- Strong organizational skills and high attention to detail
- Receptiveness to evaluation, coaching, constructive feedback, and on-going training and development
- Excellent verbal and written communication skills, with the ability to advise clients at all levels.
- Strong business acumen and judgment, with a proactive and solution-oriented approach.
Why Rockwater
· Competitive salary: $40,000 base with commissions and bonus opportunities.
· Full benefits package including health, dental, and company matching 401(k)
· Company-wide winter break – we shut down for a full week over Christmas
· 2 weeks PTO paid holidays
· Growth opportunities in a fast-scaling company
· A role with local presence and national impact
· Be part of a culture built on integrity, transparency and relentless client focus.
Our Commitment
Rockwater Associates is an Equal Opportunity Employer. We are committed to providing a workplace free from discrimination and harassment. Rockwater Associates complies with the Americans with Disabilities Act (ADA) and is committed to ensuring that individuals with disabilities have equal access to our employment process. If you require reasonable accommodations during any part of the hiring process, please contact us at 720-477-1632 to discuss your needs. Employment is contingent upon the successful completion of a background check.
Job Type: Full-time
Benefits:
- 401(k)
- Health insurance
- Paid time off
Work Location: In person
Salary : $40,000