Account Executive – Audit, Tax & Consulting

Key Responsibilities
Build and manage a pipeline of prospects through outbound prospecting, targeted outreach, and networking.
Qualify inbound leads through discovery calls, aligning client needs with Sensiba’s audit, tax, and consulting services.
Develop proposals and Statements of Work with accurate scoping and pricing.
Lead pricing discussions, negotiate terms, and close new engagements.
Accurately maintain and update customer information and sales activities in CRM systems.
Collaborate with audit, tax, advisory, and consulting teams to understand service offerings and position solutions appropriately.
Ensure a smooth handoff from sales to service delivery teams to support a strong client experience.
Apply professional accounting background to speak knowledgeably with prospects about compliance, reporting, and advisory needs.
Stay current on trends affecting the professional services and accounting industries.
Identify cross-sell opportunities across Sensiba’s service lines.
Conduct post-mortem reviews of closed-lost opportunities to inform future pipeline strategy.

Skills, Knowledge and Expertise
Bachelor’s Degree in Accounting, Economics, Finance, or a related field.
2+ years of professional experience, including time in public accounting (audit, tax, or client accounting/advisory services).
Demonstrated experience transitioning from an accounting role into a client-facing sales or business development position preferred.
Experience at a public accounting firm in audit, tax, or client accounting/advisory services preferred.
Proven track record of meeting or exceeding sales targets.
Experience managing both inbound and outbound sales motions.
Proficiency with CRM software and other sales productivity tools; Salesforce experience is a plus.