Account Executive

40-60K Base 80k-120k OTE | Lehi, Utah

About Instead

Instead is a tax platform designed to help taxpayers and tax professionals collaborate to save money on taxes and file tax returns. As the first company in decades to receive IRS approvals to E-file 1040, 1041, 1120, 1120S, and 1065 — we're re-inventing a complex category. Founded in 2023, Instead combines LLMs with tax law to make tax management a continuous, proactive process rather than a dreaded annual deadline.

Instead's investors include Sarah Guo from Conviction (conviction.com) and many of our customers who believe in our mission and vision. The Instead team comprises talented leaders from leading tax, financial services and fintech companies — Gusto, Intuit, Zenefits, Thomson Reuters, Wolters Kluwer, Bloomberg — as well as top tax & accounting firms such as PwC, BDO, RSM, and KPMG.

Instead was a 2024 Innovation Award Finalist in CPA Practice Advisor. Instead's CEO, Andrew Argue, is a CPA and has been named Top 100 Most Influential People in the Accounting Profession twice - Ones To Watch and CPA Practice Advisors 20 under 40.

About the Role

Our world-class sales organization at Instead is looking for driven Account Executives for our tax & accounting firm partner channel who can build and nurture client relationships while delivering exceptional revenue results as we scale rapidly! Individuals who are strategic, customer-focused, and passionate about closing a lot of deals will thrive at Instead. Our Account Executives own the process of converting new tax & accounting firm partners and onboarding them into our products.

What You'll Do

• Demonstrate Instead to new inbound leads and convert into partners. Superior education and closing skill needed we push for a one call close.


• Heavy call volume on trials and customers of Instead to turn into partners.  You will manage the full sales cycle with no SDR support.


• Partner with implementation and customer success teams to ensure seamless partner onboarding.


• Maintain accurate sales forecasts and client relationship data within Salesforce.

What You'll Need

• We manage a transactional sales cycle between 1-7 days. Great sales craft is essential to success in our environment. 


• We’re a growth obsessed team. We’re looking for people who invest in themselves relentlessly.


• We hold a high bar. This is a performance culture and we expect effort and outcomes. There’s pressure in that but you also get to be part of a winning team.


• We’re hyper focused on enabling our teams with tools and technology. We’re looking for people who are excited to lean into new tech.


• Sense of entrepreneurship: a self-starter with high accountability and ability to thrive in a fast-paced environment.

Nice to Haves

• 3+ years of successful B2B sales experience, preferably in SaaS or fintech


• Experience selling to tax and accounting firms, bookkeepers, or financial advisors 


• Proven track record of consistently meeting or exceeding sales quotas


• Prior CRM experience (preferably Salesforce)


• Experience at a high-growth startup


• Strong network of industry contacts


• Bachelor's degree from a four-year university

Benefits

• Competitive salary and equity in a rapidly growing company


• 100% medical coverage for you


• Unlimited PTO with quarterly bonus opportunities


• 401(k) with employer match


• Parental leave


• Work together with senior leadership in office located in Lehi, Utah