Account Executive, Accountants

Posted 6 Days Ago
Be an Early Applicant
New York, NY
Hybrid
80K-95K Annually
Mid level
Fintech • Payments • Professional Services • Software • Financial Services
Melio is a B2B payments platform that is building the infrastructure for moving money between businesses.
The Role
The Account Executive, Accountants will manage the full sales cycle for selling to accountants and bookkeepers, focusing on prospecting, product demonstrations, closing deals, and achieving sales targets. The role involves building relationships with key decision-makers and collaborating with internal teams to ensure customer satisfaction and improvement of sales strategies.
Summary Generated by Built In

Account Executive, Accountants
Location: Hybrid in New York City (3 day in-office requirement)

Qualifications:

  • Experience: 3+ years of sales experience, preferably within Fintech, B2B, or Accounting/Bookkeeping.
  • Track Record: Proven success in a full-cycle sales role with a strong emphasis on closing deals and achieving sales targets.
  • Communication Skills: Exceptional verbal and written communication skills, with the ability to conduct conversations with technical and non-technical stakeholders.
  • Consultative Approach: Strong ability to understand customer needs and translate them into tailored solutions that drive value.
  • Time Management: Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
  • Industry Knowledge: Familiarity with the Accounting and Bookkeeping industry or experience with QuickBooks Online is a plus.
  • Salesforce Expertise: Proficient in using Salesforce CRM for managing and tracking sales activities, maintaining an accurate pipeline, generating reports, and leveraging data to drive sales strategies and performance improvements.

A day in the life and how you’ll make an impact:

  • Full-Cycle Sales Management: Own and execute the entire sales process, including prospecting, qualification, product demonstrations, negotiation, and closing deals.
  • Consultative Selling: Develop a deep understanding of customer needs and position Melio’s solutions to address those needs effectively.
  • Target Achievement: Consistently meet or exceed monthly, quarterly, and annual sales targets by closing new business and upselling to existing customers.
  • Product Demonstrations: Conduct engaging and technical product demonstrations tailored to the needs of prospective customers.
  • Cross-Functional Collaboration: Work closely with Marketing, Product, and Customer Success teams to ensure a seamless customer experience from lead generation to post-sale support.
  • Customer Relationship Building: Establish and maintain strong relationships with key decision-makers and stakeholders, positioning yourself as a trusted advisor.
  • Feedback Loop: Gather and relay customer feedback to internal teams to inform product development and improve customer satisfaction.
  • Pipeline Management: Maintain an organized and accurate sales pipeline, using CRM tools to track progress and forecast results. 

About the team:

As an Account Executive on the Accountant Sales team, you will be pivotal in driving revenue growth by managing the entire sales cycle from prospecting to closing deals. Your primary focus will be on selling to Accountants & Bookkeepers, ensuring they leverage the full potential of Melio. 

You will be responsible for converting inbound leads, executing outbound sales strategies, and closing new business. Your ability to build and nurture relationships, demonstrate product value, and meet or exceed sales targets will be key to your success.

About Melio USA: 

  • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated.
    • The annual base salary range for this position is $65,000 - $80,000 with an with an additional bonus component  
  • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
  • 401K matching and stock options: Feel the investment of working at a hyper-growth startup.
  • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees. 
  • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it. 
  • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week. 
  • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!
  • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities. 

Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them.

Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you’re here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Top Skills

Quickbooks Online
Salesforce
The Company
New York, NY
580 Employees
Hybrid Workplace
Year Founded: 2018

What We Do

When we started Melio, we wanted to totally reinvent the way businesses pay each other. More than an efficient accounts payable tool, we’ve created a digital B2B payment platform that not only saves time but also improves cash flow. With Melio, you choose exactly how you pay and get paid, and stay on top of invoices for good. Every transaction is simple and seamless. We’re proud to help our growing community of businesses spend more time with their customers—and less time with their books.

Why Work With Us

Our culture and people are our top priorities. We champion a team that fosters DEI in all aspects. Our #TeaMelio is made up of hardworking go-getters, and we love to celebrate the successes of our team. and the continued success of our growing company! Melio fosters collaboration and transparency both internally and externally.

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