Account Executive

About the Company

The company empowers mission-driven organizations to achieve their goals through personalized support in finance, operations, and business management. We accomplish this through enthusiastic collaboration within our team and with our clients to support their communities. We are a remote first company growing on a national scale and are continuously seeking qualified candidates to join us. Ideal candidates will be highly motivated professionals who are committed to supporting the team in an environment of growth and change.

Role Summary

The Account Executive will play a key role in expanding the company’s footprint in new and existing markets, specifically with the company schools and select nonprofit organizations. This is an individual quota carrying and full-cycle sales role focused on prospecting, qualifying, and closing new business opportunities. The ideal candidate will navigate a 60–90 day sales cycle, engaging with senior leaders and boards, and quarterbacking deals by collaborating with internal experts and guiding external stakeholders. This role demands a high level of autonomy, consultative selling, and a mission-aligned mindset to drive meaningful the company in the education and nonprofit space.

This position is remote to candidates based in AZ, CA, CO, CT, FL, GA, ID, IL, MI, NV, OR, SD, TX, UT and/or WA.

*This position requires up to 25% travel

Responsibilities

• Own a defined multi-state territory, focused on the company schools and select nonprofits in expansion markets

• Achieve monthly, quarterly, and annual sales quotas

• Prospect, qualify, and close new business across a 60–90 day sales cycle

• Respond to RFPs, design solutions/scopes of work, create proposals, lead demos, and present to boards for final approval

• Drive strategic and insights-driven conversations with school leaders, boards, and decision-makers. Act as a trusted partner

• Navigate complex organizational and buying dynamics (e.g., political and funding nuances etc.) across a multi-stakeholder sales process

• Collaborate with internal subject matter experts throughout the deal process

• Maintain accurate records of all outreach and opportunities in CRM (HubSpot)

• Leverage tools including ZoomInfo, LinkedIn Sales Navigator, and Microsoft 365 Suite for prospecting and communications

• Travel up to 25% for in-person meetings, conferences, or board presentations

Requirements

• Bachelor's degree required or equivalent experience preferred

• 5+ years of experience in B2B sales, preferably in a complex, multi-stakeholder environment such as SaaS, edtech, finance, or consulting

• Exceptional past performance against sales quotas and targets

• Proven experience working with senior leaders and presenting to boards

• Knowledge of CRM systems such as HubSpot, sales and lead generation platforms including ZoomInfo and LinkedIn Sales Navigator and professional communication tools like RingCentral, Canva, Microsoft 365, and Adobe

• Strong verbal and written communication skills

• Consultative, mission-aligned sales practices

• Operate independently and proactively in a remote environment

• Act as a trusted advisor, guiding prospects with confidence and empathy

• Adapt quickly to shifting markets and client needs

• Ability to maintain, encourage and participate in a close and highly collaborative team environment

• Understand and carry out directions in an independent manner

• Learn the appropriate rules, regulations and technical procedures specifically related to finance and operations management for non-profit organizations and the company schools

• Experience or knowledge working in education, non-profits or the company schools is a plus

• Experience in sales of services and solutions in finance, accounting, or operational services is a plus

What's in it for You?

• As a remote-first organization, we embrace flexibility and collaboration across teams.

• Opportunities to connect: Engage in frequent virtual and in-person team-building events.

• Incredible colleagues: Work alongside a passionate team making a real the company.

• Competitive compensation & benefits: Enjoy medical, dental, vision, and life insurance, plus a 401(k) with company match—and much more!

• Generous paid time off: Receive 11 paid company holidays and a winter break from Christmas Day through New Year's Day.

• Employee Referral Bonus Program: Earn a bonus for successful referrals.

The company strives to be an employer of choice for highly motivated and mission-driven professionals. We are committed to fostering a team environment where all members work together to achieve common goals, and where staff are supported, challenged and inspired in their work.