Senior Sales Executive - SafeSend & SurePrep

Job description

About the Role Serve as a subject matter expert on SafeSend Returns (SSR) and SurePrep, articulating their value to accounting firms and their clients. Operate in an overlay capacity, partnering with Tax Workflow sales reps to codevelop strategies, align on territory plans, and jointly drive sales success. Lead the full sales cycle—from opportunity identification to close—including handling objections, negotiating terms, and addressing EULA concerns. Prepare and present sales forecasts, territory insights, and performance metrics. Generate and qualify leads through multiple channels including webinars, tradeshows, firm lists, sales campaigns, and cross-selling within the existing SafeSend and SurePrep customer base. Collaborate on pricing strategies, product quotes, and CRM best practices to ensure accurate and timely data capture. Consistently meet or exceed monthly, quarterly, and annual sales goals. Act as a mentor and resource to Associate and Sales Executives, contributing to team development and knowledge sharing. About You: 5+ years of successful sales experience in software solutions, preferably in B2B or professional services environments. A high school diploma (required);...