Kruze Consulting

Account Executive

• Achieve and consistently exceed sales goals by closing new business
• Educate and guide prospective customers through their buyer’s journey, to help them learn how Kruze can facilitate their growth and success as a partner on the finance and tax side of the business
• Monitor and nurture inbound leads with follow-ups, and actively reach out to set up introductory calls
• Understand and own the information regarding Kruze’s financial service offerings
• Advise startup founders and operators on accounting & finance problems, and actively recommend solutions
• Provide updates to the Head of Sales and the executive team on the sales pipeline and other key metrics
• Maintain and update records, notes and details within Salesforce with respect to leads, opportunities, and accounts
• Work cross-functionally with our Onboarding, Tax, Accounting, and finance teams—echoing the voice of the customer and providing constructive and actionable feedback to the team
• Collaborate with Sales & Marketing teams to help refine the sales playbook, run tests, and experiment with new approaches and sales processes.
• Any other duties and tasks to support business needs as directed by management

Sales Executive