Account Executive (Remote) — B2B Tax Advisory | High-Ticket Sales

Account Executive (Remote) — B2B Tax Advisory | High-Ticket Sales About the Opportunity KB Tax Devisers CPA is expanding and looking for a skilled Account Executive to close premium tax strategy and advisory engagements for entrepreneurs and small business owners. In this role, you’ll be speaking with inbound, pre-qualified prospects who are actively seeking help optimizing their tax strategy. Deal sizes typically range from $15K to $30K+, and your role is to guide them through a thoughtful, informed decision—not a high-pressure pitch. This is a consultative sales environment where trust, clarity, and strong discovery matter more than speed. What to Expect You’ll work with business owners who: • Have experienced poor service from accountants in the past • Are cautious about making another financial decision • May take 30–90 days to fully commit Success in this role requires patience, persistence, and the ability to confidently navigate deeper financial conversations. Compensation & Work Setup • Competitive draw + uncapped commissions • Typical earnings: $90,000–$145,000+ annually • High performers consistently reach six figures • Fully remote role (US or Canada-based) • Standard schedule: Monday–Friday, aligned with CST business hours Perks & Support • Ongoing sales coaching and call reviews • Access to leadership and performance feedback • Professional development resources • Remote flexibility within working hours • Growth opportunities within the organization Key Responsibilities • Run 3–4 discovery calls daily via phone and Zoom • Diagnose client challenges related to taxes, cash flow, and financial structure • Present tailored advisory solutions based on each client’s situation • Manage longer-term follow-ups (30–90 days) with consistency and strategy • Maintain accurate pipeline tracking in HubSpot CRM • Participate in team meetings and contribute to process improvements • Consistently hit performance benchmarks (booking targets, close rate, etc.) Ramp-Up Timeline Weeks 1–2: Training on services, systems, pricing, and ideal client profiles Weeks 3–4: Begin handling calls with coaching support Month 2: Manage your own pipeline and improve close rates Month 3: Fully independent closer with consistent performance What We’re Looking For • Minimum 2 years of high-ticket sales experience ($3K+ deals) • Background in B2B or financial-related sales is a strong plus • Ability to quickly build trust with business owners • Strong objection-handling skills (clear, direct communication) • Comfortable managing longer sales cycles without losing momentum • Experience using CRM platforms (HubSpot preferred) • Coachable and open to feedback • Reliable remote work setup and availability during business hours This Role May Not Be Ideal If: • You prefer fast, transactional sales environments • You’re uncomfortable discussing financial topics in depth • You cannot clearly speak to your past sales performance metrics What Success Looks Like • Consistently achieving 25%+ close rate on qualified calls • Clients feel informed and confident in their decisions • CRM and pipeline data are accurate and up to date • Leadership trusts your numbers and forecasting How to Apply Submit your application here: https://share.hsforms.com/2YeUrpGPdTqmFvU75U6IZuQtkauh The process takes about 5 minutes. After applying, you’ll complete a short behavioral assessment to help us understand your working style. Additional Details • Location: Must be based in the US or Canada • Schedule: Full-time (40 hours/week, Monday–Friday) • Work Environment: 100% Remote Job Type: Full-time Pay: $90,000.00 - $145,000.00 per year Benefits: • Flexible schedule • On-the-job training • Opportunities for advancement • Professional development assistance • Work from home Application Question(s): • Do you have experience with longer sales cycles (30–90 days)? • Which CRMs have you used? Experience: • high-ticket sales: 2 years (Required) Work Location: Remote Apply Now Apply Now