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Corvee company logo



Posted on: 15 June 2024





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Account Executive (Tax & Accounting)

The Opportunity

Taxes are your #1 expense. What’s everything you could be doing, Instead?

Our goal is to build the largest tax company in the world and help people change how they organize their business and life finances to save money, time, and achieve financial independence.

Note: We are in the process of rebranding from Corvee to Instead. To check out more about our careers, see www.corvee.com/careers

What You’ll Do

As an Account Executive in the Tax Advisor Segment, you will be responsible for driving revenue by selling Corvee Tax Planning Software and Services to small and mid size tax, accounting and financial firms. The Account Executive is critical to the success of Corvee because you will help launch Corvee into our Tax Advisor segment while strengthening the Corvee brand throughout the Tax industry.

In addition to the above, you’ll also: 

  • Identify and manage key stakeholders and buyer personas within each firm opportunity.
  • Manage direct inbound lead flow of this segment
  • Report monthly progress to the VP and Director of Sales.
  • List key accounts and large firms which you will strategically target.
  • Assist in the development and strengthening of sales processes.
  • Work cross-functionally within Corvee to create sales and support materials specifically for this segment and negotiation tactics.
  • Provide pertinent information to the product development team needed for success in the Tax Advisor segment.
  • Drive initial usage and adoption for the first 90 days of our partners life cycle. 

What You Need to Get the Job Done

  • 3+ years of SAAS sales experience (industry related experience selling directly to accountants is a bonus!)
  • Technically proficient and experienced with web technologies (able to present pros/cons, use cases/examples, trends, and all that good stuff)
  • Proficient with Salesforce
  • Ambitious, enthusiastic, tenacious, and a top-performer with a track record of consistently exceeding quota
  • A builder who is excited to help shape the foundation for Partner Sales team
  • Consultative Discovery & Sales Skills
  • Highly effective in driving sales to close
  • Closer mentality and sales experience; comfortable with risk
  • Skilled at establishing relationship
  • Skilled at outreach efforts and overcoming objections
  • Focus on forming relationships

Working At Corvee

We’re proud of our amazing high-growth and this is all due to our best and most important asset: our team!

If you’ve got passion and enthusiasm for a product and a desire to come to a fast-growing fintech company to make an impact, we’ve got the perfect opportunity for you!

  • Unlimited PTO Package
  • Company equity (Participation Units)
  • 401k Plan with company contributions
  • 100% Paid Health Insurance
  • Paid Parental Leave
  • Awesome Co-Workers!

Corvee is a distributed company with a headquarters in the San Francisco area. If you are local, great! If not, a large majority of our team is all throughout the US and are invited to come to the office when available.


product development
saas sales
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