[Remote] Account Executive, CPA Services

Note: The job is a remote job and is open to candidates in USA. AxisKey is hiring an Account Executive to lead client acquisition for Axis Financial Advisors’ outsourced accounting services. The role manages the sales cycle from pipeline development and discovery through closing and onboarding, while helping build and refine the CPA services sales motion.

Responsibilities

• Own the full client acquisition cycle from outreach and discovery to closing
• Build, manage, and grow your own pipeline, prioritizing capital-raising funds, then real estate and operating companies
• Lead structured discovery calls and strategic conversations about each firm's accounting, tax, audit, and investor reporting needs
• Understand how each firm raises capital, tracks its investors and operations, and where its accounting falls short
• Position Axis Financial Advisors as the accounting department behind the firm: bookkeeping, tax preparation, audit, and systems preparation
• Scope and propose the right package with the CPA delivery team, and bring in a CPA for technical questions
• Stay within what a non-licensed seller may say about regulated services such as tax and audit
• Build strong long-term relationships throughout the sales process
• Handle objections, commercial discussions, and negotiations confidently
• Collaborate closely with the Client Onboarding and CPA delivery teams for a smooth transition from signed client to active engagement
• Coordinate with the AxisKey Capital Strategists on shared accounts and referrals
• Maintain accurate CRM updates, forecasting, and pipeline visibility
• Take ownership of revenue generation, conversion performance, and overall sales outcomes
• Help design, test, and refine the sales motion for CPA services, including messaging, entry channels, and outbound strategy

Skills

• Fluent English, both written and spoken, with exceptional professional communication skills
• 3–7+ years of experience in full-cycle business development, consultative B2B sales, or high-level client-facing roles
• Proven ability to build your own pipeline, manage relationships, and close new business
• A working understanding of financial statements, taxes, and basic accounting, and the curiosity to learn the rest
• An early adopter of AI tools who uses them to work faster and smarter
• Comfortable building a new sales process in a fast-paced environment
• Strong commercial judgment and problem-solving mindset
• Ideally in financial services, fund services, banking, or professional services
• Experience selling accounting, tax, audit, fund administration, or other professional or outsourced services
• Experience with private equity, real estate investment, venture capital, or capital markets, and their investor reporting needs
• Familiarity with working alongside fundraising or investor relations teams
• Experience selling recurring, retainer-based services
• Familiarity with CRM systems and outbound business development workflows
• Existing network among fund managers, real estate operators, or finance leaders

Benefits

• Remote (U.S.)
• Performance-based incentives tied to revenue generation and new client acquisition
• Annual performance bonus
• Health benefits package
• Paid time off and sick days
• Company laptop and tools
• The chance to build a new sales motion and work directly with leadership, founders, and private market operators
• Career growth within a fast-scaling fintech company operating at the intersection of capital markets and technology

Company Overview