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Founding Account Executive

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Description

  • You’ll own a territory of outsourced accounting firms, CPA firms, and fractional CFO shops — the kinds of firms that live and die by the quality of their month-end close.
  • Your job is to get them in the door, run a rigorous evaluation, and close them into a full Meridian engagement.This isn’t a post-PMF, run-the-playbook sales job.
  • The playbook is still being written. You’ll be talking to firm founders, managing directors, controllers, and heads of technology — senior buyers who have seen every AI pitch and aren’t impressed by any of them.
  • What impresses them is knowing what you’re talking about and having proof behind it. We have both.
  • You’ll carry a quota. You’ll own your accounts for at least a year and expand them. You’ll be accountable for revenue, not just activity
  • Prospect and build your own pipeline through outbound, network, and inbound leads
  • Run discovery calls, demos, and evaluation kickoffs with firm leadership and their teams
  • Manage active client evaluations — weekly syncs, implementation support, tracking toward success metrics
  • Close new logos and expand accounts over time as firms roll out Meridian to more clients
  • Get deep on how Meridian works — the close process, the QBO integration, the agent workflows
  • Understand the economics of running an accounting firm well enough to have a real conversation with a founder about margins
  • Build relationships across the firm — founders, MDs, heads of tech, controllers. Multi-thread every account
  • Feed back what you’re hearing in the market — objections, competitive intel, what’s resonating
  • Help sharpen the playbook as it’s being built
  • Work closely with our implementation team to make client evaluations successful and convert

Benefits

  • Flexible vacation/time-off policy
  • All federal holidays are observed
  • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
  • 401(k) plan
  • Development opportunities & employee happiness initiatives
  • Seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox)
  • Wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway
  • You don’t need to have sold to accounting firms before, but if you have, that’s a meaningful edge. The buyer is sophisticated and the sales cycle is long enough that domain fluency pays off fast
  • The profile we’re hiring for is specific. You’re probably 3–8 years into your career. You’ve closed real deals against real quotas. You know what it feels like to have a pipeline problem and fix it yourself. You’re not waiting for leads to show up — you go get them
  • You’re comfortable running a long, consultative sales cycle — our evaluations run 2–3 months, not a 30-day free trial
  • You have 3–8 years of B2B sales experience with a track record of hitting quota
  • You’ve sold a technical product into a professional services buyer before — or you’re confident you can learn the domain fast
  • You want to be part of building something, not just running a motion someone else already figured out
  • You write well and communicate clearly. Most of your first impressions happen over email or LinkedIn
  • You’re the kind of person who updates Salesforce because you actually want to know what’s in your pipeline, not because someone tells you to
  • Sold to accounting firms, CPA firms, or professional services buyers
  • Experience at a fintech or accounting software company
  • Worked at an early-stage company before and know what ‘figuring it out’ actually looks like

Skills

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See also

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