TAXWELL

Account Executive

• Actively prospect and generate leads through cold calls, emails, social media, and networking
• Identify and qualify potential clients, ensuring they align with our B2B product target market
• Present and demonstrate Taxwell tax preparation solutions to prospective clients, highlighting key benefits and features
• Consistently meet or exceed high-volume sales quotas and performance metrics
• Maintain a robust and well-organized sales pipeline to ensure consistent deal flow
• Stay informed about industry trends, competitor products, and market dynamics
• Work closely with marketing and lead generation teams to align on campaigns and drive sales initiatives
• Travel up to 25% of the time may be required

Account Executive II

Analyst

• Monitor, detect, and analyze fraudulent activity, trends, and emerging patterns
• Investigate suspicious account activity and document findings, actions taken, and outcomes
• Manage and respond to incoming requests and emails from internal support teams and external customers
• Handle inbound and outbound calls with internal departments and customers as needed
• Collect and prepare data in response to subpoenas issued to the company
• Provide actionable insights and recommendations to mitigate fraud and security risks
• Collaborate with cross-functional teams to improve fraud prevention processes and controls

Fraud Analyst

Full-stack Engineer

• Lead architecture, design, and delivery of key platform capabilities
• Collaborate with product and design to shape solutions
• Evaluate and prototype new technologies
• Act as a technical lead for high-impact initiatives
• Utilize AI-powered development tools

Principal Software Engineer

• Drive ancillary cross-sell and upsell opportunities across customer accounts
• Support enrollment-based sales goals for various products
• Assist customers in selecting the most appropriate core product packages
• Engage in proactive outreach initiatives designed to improve customer retention
• Serve as a knowledgeable point of contact for customers
• Accurately document customer interactions and opportunities in CRM tools
• Collaborate with internal teams to ensure a seamless customer experience

Client Account Executive

Sales Development Rep

• Conduct research to identify potential clients and key decision-makers in target markets.
• Utilize various channels (cold calling, email campaigns, social media, etc.) to generate and qualify leads.
• Initiate first contact with potential clients to understand their business needs and challenges.
• Clearly communicate how Drake Software’s solutions can provide tailored benefits and resolve specific pain points.
• Maintain accurate and up-to-date records of all lead interactions and follow-ups in the CRM system.
• Manage and nurture leads through the sales funnel to schedule appointments, demos for the sales team and warm transfers.
• Work closely with the sales and marketing teams to develop effective strategies and campaigns.
• Meet or exceed monthly and quarterly targets for lead generation, qualification, and appointment setting.

Sales Development Representative

Product Manager

• Hire, coach, and develop a strong team of product managers.
• Define and drive the overall product roadmap across key initiatives, ensuring it reflects customer needs, business goals, and industry trends.
• Guide product managers in using data and customer feedback to inform priorities and validate solutions.
• Foster close collaboration across cross-functional teams and maintain strong relationships with stakeholders.
• Ensure product decisions account for business constraints, technical feasibility, and compliance requirements.
• Monitor the competitive landscape and evolving needs of tax professionals to identify opportunities and risks.

Account Executive II

Fraud Analyst

Principal Software Engineer

Client Account Executive

Sales Development Representative

Director, Product Management