DescriptionAbout the RoleAs a
Sales Account Executive at Gelt, you'll be responsible for driving revenue growth by identifying, qualifying, and closing new business opportunities. You'll work directly with prospects - from executives to high-net-worth individuals and business owners - to understand their needs and deliver tailored solutions that help them optimize their tax outcomes and financial plans.
You'll also play a role in building Gelt's online presence by helping create and share educational content (such as LinkedIn posts, client success stories, and thought leadership) that positions Gelt as the go-to partner for tax and financial strategies.
You'll collaborate closely with our Sales, Marketing, Customer Success, and Tax Advisory teams to create a seamless and outstanding client experience from first contact through onboarding.
Responsibilities- Prospect, qualify, and close new client opportunities through inbound leads and targeted outbound efforts.
- Own the full sales cycle: from initial discovery and needs assessment to solution presentation, proposal, and close.
- Consult with prospects to understand their financial and tax goals, articulating how Gelt's services and solutions can help achieve them.
- Maintain a strong pipeline of opportunities using CRM tools, ensuring timely follow-ups and excellent pipeline hygiene.
- Collaborate cross-functionally with the advisory tax team, Customer Success, and Marketing team to align on client needs and optimize the handoff process.
- Meet or exceed monthly and quarterly sales targets and KPIs.
- Stay up-to-date on industry trends, client personas, and Gelt's evolving service offerings to deliver high-impact, value-driven conversations.
- Champion the Gelt brand, embodying our mission of proactive, trustworthy, and insightful financial service.
RequirementsRequirements- CPA (a must)
- 2-5 years of full-cycle sales experience, ideally at a financial services, fintech, professional services, or SaaS company.
- Proven track record of consistently meeting or exceeding quotas.
- Strong consultative selling skills - ability to uncover pain points, articulate value, and tailor solutions to complex client needs.
- Exceptional communication skills: clear, persuasive, and empathetic across verbal and written formats.
- Organized, self-motivated, and comfortable operating in a fast-paced, growth-stage environment.
- Experience working with CRM systems (e.g., HubSpot, Salesforce) and sales enablement tools.
- Ability to manage multiple opportunities simultaneously while maintaining strong attention to detail.
- Financial services experience or familiarity with tax, accounting, or wealth management is a strong plus.
