[Remote] Sales Account Executive
Note: The job is a remote job and is open to candidates in USA. Gelt is redefining tax optimization and financial wellness for high-income individuals and businesses. As a Sales Account Executive, you'll drive revenue growth by identifying and closing new business opportunities while collaborating with cross-functional teams to enhance client experiences.
Responsibilities
- Prospect, qualify, and close new client opportunities through inbound leads and targeted outbound efforts
- Own the full sales cycle: from initial discovery and needs assessment to solution presentation, 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, and Marketing 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 service offerings to deliver high-impact, value-driven conversations
- Champion the Gelt brand, embodying our mission of proactive, trustworthy, and insightful financial service
Skills
- CPA a must
- 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 with the 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 sales enablement tools
- Ability to manage multiple opportunities simultaneously while maintaining strong attention to detail
- Financial services experience or familiarity with tax, accounting, or wealth management is a strong plus
Benefits
- 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 Overview