Rightworks offers the only intelligent cloud purpose-built for accounting firms and professionals. Backed by award-winning support, our fully managed IT and applications ensure customers have secure, reliable, on-demand access to their technology. We provide a curated software ecosystem that simplifies the complexity of running an accounting firm or small business, supported by a community of thought leaders, peer networks, and educational resources. Our success is made possible by leveraging decades of specialized experience in leading accounting firms, SMBs and technology companies. Thousands of Firms and SMBs count on us to run their business every day.
We have a great team, we’re growing fast and have a winning culture based on innovation, teamwork, and mutual respect.
Job Overview
The Account Executive – Non‑Firm New is responsible for acquiring new small and mid‑sized business (SMB) customers by selling QuickBooks Desktop Hosting and a suite of complementary solutions. This role focuses on inbound, outbound, and assigned leads, consultative selling, and building strong pipelines to consistently meet or exceed revenue targets. This is a quota‑carrying sales position ideal for a driven, organized, and customer‑focused professional who thrives in a fast‑paced environment.
Responsibilities
Sell QuickBooks Desktop Hosting solutions to SMB customers.
Cross‑sell and upsell additional solutions including:
Cybersecurity services
Microsoft 365
Transaction Pro Importer
QuickBooks Enterprise licenses
Conduct discovery calls to understand customer needs and recommend appropriate solutions.
Deliver product value propositions clearly and confidently via phone, email, and virtual meetings.
Negotiate pricing and close deals in alignment with company guidelines.
Follow up with all assigned leads via phone and email in a timely, professional manner.
Maintain consistent contact cadence to maximize conversion rates.
Re‑engage stalled or inactive leads as appropriate.
Maintain an accurate, up‑to‑date pipeline in the CRM at all times.
Manage opportunities through each stage of the sales process.
Forecast pipeline and expected revenue on a weekly basis.
Requirements
Experience in B2B sales, preferably SaaS, cloud, or technology solutions
Experience selling to small and mid‑sized businesses
Strong phone‑based and email selling skills
Proven ability to manage a sales pipeline and close deals
Experience working within a CRM (Salesforce or similar preferred)
Excellent communication, organizational, and time‑management skills
Eligibility Requirements
This role is open to US Citizens or permanent residents authorized to work in the United States. Rightworks LLC is unable to offer visa sponsorship.
Due to specific state regulations, we are unable to accept applications from residents of California, Hawaii, or Alaska.
Relocation will not be offered for this position.
Compensation
Our Compensation range for this role $110- $120K OTE annually, and is determined based on factors such as relevant experience, skills, and internal equity.
Benefits To provide best-in-class solutions, we need a best-in-class team. We offer competitive salaries to recruit the best talent. We provide company-paid short and long-term disability insurance, life insurance and a generous 401K match. We offer highly affordable medical, dental, vision coverage, and many other valuable benefits. We offer flexible PTO, and numerous paid holidays, affording you the time to be there for what is important in your life. We encourage giving back to our communities by providing paid volunteer time off. We are proud to be an Equal Opportunity Employer!
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