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The role involves managing the sales funnel, enhancing customer experience, optimizing sales processes, and tracking key metrics while providing customer feedback to internal teams.

Manage the post-sale journey for accounting firms, ensuring effective product use, tracking metrics, and providing customer feedback to improve services.

The Founding Account Executive will manage the sales cycle with accounting firms, track key metrics, and collaborate to build a partner acquisition framework.

Lead and scale the sales organization as a player-coach: build repeatable SMB-to-enterprise motions, coach AEs on live deals, establish RevOps and pipeline architecture, drive initial enterprise wins with Top 50 accounting firms, and integrate AI-agent capabilities into the sales workflow to increase efficiency and reduce headcount needs.

The Customer Experience Lead will optimize processes for customer onboarding and support, enhance customer retention, and collaborate cross-departmentally to improve experiences for small business owners and accountants.