Senior Sales Executive, Tax Workflow

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Sales Executive, Tax Workflow based in United States.

This is a quota-carrying, territory-focused sales role responsible for driving new revenue, expanding customer relationships, and delivering growth across a mid-market portfolio. You will own the full sales cycle, from prospecting and discovery through demonstrations, negotiation, closing, renewal, and expansion. The role combines transactional and consultative selling in a high-volume, fast-paced environment supported by modern sales technology and data insights. You’ll engage primarily with customers through phone, virtual meetings, and digital channels while building trusted relationships with key stakeholders. Success will depend on your ability to manage a substantial pipeline, forecast accurately, and consistently deliver against ambitious commercial targets. You’ll collaborate closely with sales development, customer success, account specialists, and solutions consulting teams to deliver compelling customer outcomes. As a senior seller, you’ll also contribute market intelligence, mentor peers, and help strengthen a disciplined and repeatable sales motion.

Accountabilities:: Own monthly new business, expansion, and renewal targets across an assigned territory, taking accountability for commercial performance from opportunity creation through close.

Prospect, qualify, develop, and close opportunities using a balanced transactional and consultative sales approach .

Deliver high-impact product demonstrations showcasing tax and accounting workflow solutions and clearly connect capabilities to customer needs and business value.

Manage the full sales cycle , including discovery, objection handling, negotiation, closing, renewal, and expansion activities.

Use CRM and sales enablement technologies, including platforms such as Salesforce and Gong, to prioritize activity, manage opportunities, accelerate sales cycles, and maintain accurate pipeline data.

Maintain rigorous territory planning, opportunity management, forecasting, and CRM hygiene to support reliable revenue visibility.

Identify opportunities for customer expansion while strengthening long-term relationships across the assigned territory.

Partner with Sales Development, Account Specialists, Customer Success, and Solutions Consulting teams to coordinate sales execution and resolve customer needs.

Monitor market conditions, competitive activity, customer priorities, and territory trends, sharing actionable intelligence with internal stakeholders.

Participate in sales meetings, enablement programs, and team events, while serving as a mentor and resource for other sales representatives.

Requirements:

5+ years of successful quota-carrying SaaS sales experience , ideally in an Account Executive or equivalent enterprise/mid-market sales position.

Demonstrated and consistent success meeting or exceeding sales targets in a high-volume, transactional, or mid-market environment.

Experience selling technology, SaaS, workflow, data, or other business solutions through a consultative sales process.

Previous experience in or exposure to the tax and accounting industry is preferred.

Strong phone-based and virtual selling capabilities, including prospecting, discovery, needs analysis, product demonstrations, objection management, negotiation, and closing.

Ability to manage a high volume of opportunities while maintaining accurate pipeline data and disciplined forecasting.

High proficiency with CRM and sales enablement tools; experience with Salesforce and Gong is advantageous.

Excellent time management, organization, prioritization, and territory management skills.

Strong commercial judgment, accountability, professionalism, and integrity, with a continuous-learning mindset.

Ability to work effectively in a fast-paced, target-driven environment while taking ownership of results from beginning to end.

Benefits:

Target total cash compensation: $189,000–$351,000 USD annually, including base pay and target sales incentive, depending on location, skills, experience, and other relevant factors.

Remote work flexibility, including the ability to work from anywhere for up to 8 weeks per year .

Flexible workplace policies designed to support work-life balance and personal responsibilities.

Comprehensive medical, dental, vision, disability, and life insurance programs.

Competitive 401(k) plan with company match .

Flexible vacation, sick and safe paid time off, paid holidays, and two company-wide Mental Health Days.

Parental leave and sabbatical leave programs.

Access to the Headspace app, Employee Assistance Program, and resources supporting mental, physical, and financial wellbeing.

Tuition reimbursement, fitness reimbursement, commuter benefits, and access to flexible spending and health savings accounts.

Employee incentive programs and employee stock purchase opportunities.

Adoption and surrogacy assistance, 529 plan access, and additional voluntary insurance options.

Career development through continuous learning, skills-first development programs, and opportunities to grow and lead in an AI-enabled workplace.

Paid volunteer days and opportunities to participate in community, pro-bono consulting, and ESG initiatives.

An inclusive, collaborative culture focused on customer success, innovation, accountability, continuous learning, and teamwork.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1