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Account Executive, Mid-Market

Own full sales cycle selling Meridian's month-end close automation to outsourced accounting and CPA firms. Prospect, run evaluations, close deals, and expand accounts while helping build the go-to-market motion.

120k – 160kNew York, NYAccount ExecutiveOnsite3+ YOE

About the role

Key Responsibilities

  • Own the full sales cycle
  • 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

Know the product and the buyer

  • 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.

Build the motion with us

  • 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

Requirements

  • 3–8 years of B2B sales experience with a track record of hitting quota
  • Sold a technical product into a professional services buyer before — or confident you can learn the domain fast
  • Comfortable running a long, consultative sales cycle — evaluations run 2–3 months
  • Write well and communicate clearly
  • Update Salesforce proactively to track pipeline

Nice-to-haves

  • 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

Compensation & Benefits

  • On-target earnings (OTE) range: $240k - $320k in New York, NY (base pay is 50% of OTE)
  • Equity, 401(k), health benefits
  • Flexible vacation/time-off policy
  • All federal holidays observed
  • Competitive benefits package including additional wellness benefits
  • Parental leave – 100% pay for 12 weeks

Skills

B2B SalesQuota AttainmentPipeline GenerationDiscovery CallsDemosSalesforceConsultative SellingAccount ExpansionTechnical Product SalesProfessional Services Sales

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