Charles Joseph

Account Executive

Charles Joseph New York, NY

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My client is building the financial operating system for the most ambitious and fast-growing companies of our generation. By combining big data and GenAI, they are disrupting the ERP space, which has seen little innovation over the past 25 years. With a huge volume of work ahead, this is a rare opportunity to impact the global economy while doing some of the most important work of your career.


Our Team

My client’s team comprises seasoned executives and world-class engineers with a proven track record. The leadership has navigated this path before, and now their collective experience is focused on creating a groundbreaking financial platform. They are committed to pushing boundaries and challenging the status quo, backed by top venture capital firms and prominent industry leaders.


Join the journey

As an Account Executive with my client, you will play a pivotal role in driving company growth by managing the full sales cycle from prospecting to closing. You'll be key in expanding the client base and collaborating closely with the sales and product teams to deliver solutions tailored to client needs. Your success will be measured by your ability to close deals and contribute to my client’s growth trajectory.


Responsibilities and Impact

  • Manage all aspects of the sales process, from initial contact to closing the deal
  • Conduct product demonstrations to show how my client’s ERP solution can meet the specific needs of prospective clients
  • Identify and engage potential clients through various channels
  • Develop and maintain strong relationships with clients to ensure customer satisfaction and long-term partnerships
  • Work closely with marketing and product teams to refine go-to-market strategies and improve product offerings based on client feedback
  • 10%-25% travel


Requirements

  • At least 2 years of experience managing the full sales cycle, preferably in an early-stage startup or similar fast-paced environment
  • Experience with accounting software or financial products
  • Strong communication and interpersonal skills
  • Tech-savvy, with the ability to quickly learn new tools and systems

Preferred Qualifications

  • CPA certification
  • Accounting or audit background
  • Master’s degree

Benefits

  • A clear path to promotion for leadership and individual contributor roles
  • A hybrid/remote working environment
  • Opportunities to attend conferences, take courses, and engage in other activities for personal and professional growth
  • WFH stipend

  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Accounting/Auditing, Business Development, and Finance
  • Industries

    Technology, Information and Media, Software Development, and Financial Services

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