Account Executive, Virtual Sales

This is a Monday - Friday, in-office position in Fort Lauderdale, FL we believe small business owners deserve the same financial clarity and expertise that big corporations take for granted. Since 2016, we've 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, we've 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, we're not just keeping pace with the future of accounting — we're leading it. We serve the builders: franchise owners, ecommerce founders, tradespeople, medical practices, tech startups, and hospitality operators.

And we don't just manage their numbers — we help them understand them, giving owners the knowledge they need to make their next big move. We're looking for a highly motivated sales professional who thrives in a consultative, relationship-driven sales environment. You're 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're self-directed, organized, and excited to help build a high-performing sales organization.

Key Responsibilities
Own the full sales cycle
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. 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 Xendoo's 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 business's unique goals and challenges.

Drive customer success from day one
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. You're proactive about generating pipeline through outbound prospecting, networking, and referrals rather than relying solely on inbound leads. You've sold SaaS, fintech, financial services, payroll, HR technology, banking, payments, or other business solutions to small and medium-sized businesses.

You're comfortable managing consultative sales cycles involving multiple conversations with business owners and executive decision-makers. You have strong discovery skills and enjoy understanding a customer's business before recommending a solution. You communicate clearly through email, phone, video meetings, and LinkedIn. You're 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 a Monday through Friday workweek (even during tax season) so you can enjoy a healthy work/life balance. Medical, Dental, Vision and Life Insurance
~ Generous PTO and Paid Holidays
~Casual dress code- jeans and t-shirts
~ 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.