(Accounting Firm) Sales Closer - Account Executive
Only freelancers located in the U.S. may apply.U.S. located freelancers only
We are a U.S.-based accounting and bookkeeping firm dedicated to helping small and mid-sized businesses streamline their financial operations, stay compliant, and make confident decisions. Our services include monthly bookkeeping, accounting system setup, tax preparation & planning, payroll, and fractional CFO support. We are seeking a motivated, results-driven Full-Cycle Sales Closer / Account Executive who can generate qualified leads, build relationships, and close new business. This role is ideal for a sales professional experienced in B2B service sales—especially within accounting, finance, SaaS, or professional services. The Sales Closer / Account Executive will own the full sales cycle—from prospecting and outreach to discovery calls, solution presentation, proposal delivery, and closing. You will help identify businesses that need bookkeeping, tax, accounting, or fractional CFO support and guide them through our sales process. This role requires proactive outreach, excellent communication skills, and a strong understanding of the pain points business owners face when managing finances. Key Responsibilities: Lead Generation & Outreach Identify and research target markets including small–mid sized businesses, e-commerce brands, service-based companies, contractors, and startups (min of $500K revenue up to $50M of revenue) Conduct outbound outreach via email, phone, social media, LinkedIn, and networking channels. Qualify inbound and outbound leads to determine fit and service needs. Build and maintain a pipeline of prospective clients using CRM tools. Sales Process Management Conduct discovery calls to understand prospects’ financial operations, challenges, and goals. Present bookkeeping, tax, or fractional CFO solutions in a clear, compelling way. Prepare proposals, pricing quotes, and service recommendations. Objection handling and negotiation to ensure smooth deal closure. Manage the full sales cycle independently while keeping communication transparent. Attend internal meetings and contribute to process improvements. What We Offer: Competitive base salary + commission structure. Uncapped earning potential for strong performers. Remote work flexibility. Training on our bookkeeping, tax, and CFO service offerings. Opportunity to grow within a rapidly expanding firm. Supportive team and strong operational fulfillment to back your sales promises. Success in This Role Looks Like: Consistently generating qualified leads from targeted industries. Conducting effective discovery calls that uncover financial needs. Closing clients who require bookkeeping, tax support, cleanups, or ongoing fractional CFO services. Maintaining a healthy, predictable sales pipeline. Building relationships that lead to referrals and long-term partnerships.
- Less than 30 hrs/weekHourly
- 6+ monthsDuration
- IntermediateExperience Level
$9.00
-
$19.00
Hourly- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:Less than 5
- Last viewed by client:3 hours ago
- Interviewing:1
- Invites sent:0
- Unanswered invites:0
About the client
- United StatesRockville Centre9:45 AM
- $162K total spent354 hires, 18 active
- 17,729 hours
- Finance & AccountingMid-sized company (10-99 people)
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by