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Account Executive, Accountants

MelioNew York, New York, United StatesOnsite

Account Executive, Accountants


Location: Hybrid in New York City (3 day in-office requirement)

Qualifications:


  • Experience: 3+ years of sales experience, preferably within Fintech, B2B, or Accounting/Bookkeeping.
  • Track Record: Proven success in a full-cycle sales role with a strong emphasis on closing deals and achieving sales targets.
  • Communication Skills: Exceptional verbal and written communication skills, with the ability to conduct conversations with technical and non-technical stakeholders.
  • Consultative Approach: Strong ability to understand customer needs and translate them into tailored solutions that drive value.
  • Time Management: Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
  • Industry Knowledge: Familiarity with the Accounting and Bookkeeping industry or experience with QuickBooks Online is a plus.
  • Salesforce Expertise: Proficient in using Salesforce CRM for managing and tracking sales activities, maintaining an accurate pipeline, generating reports, and leveraging data to drive sales strategies and performance improvements.

A day in the life and how you’ll make an impact:


  • Full-Cycle Sales Management: Own and execute the entire sales process, including prospecting, qualification, product demonstrations, negotiation, and closing deals.
  • Consultative Selling: Develop a deep understanding of customer needs and position Melio’s solutions to address those needs effectively.
  • Target Achievement: Consistently meet or exceed monthly, quarterly, and annual sales targets by closing new business and upselling to existing customers.
  • Product Demonstrations: Conduct engaging and technical product demonstrations tailored to the needs of prospective customers.
  • Cross-Functional Collaboration: Work closely with Marketing, Product, and Customer Success teams to ensure a seamless customer experience from lead generation to post-sale support.
  • Customer Relationship Building: Establish and maintain strong relationships with key decision-makers and stakeholders, positioning yourself as a trusted advisor.
  • Feedback Loop: Gather and relay customer feedback to internal teams to inform product development and improve customer satisfaction.
  • Pipeline Management: Maintain an organized and accurate sales pipeline, using CRM tools to track progress and forecast results. 

About the team:


As an Account Executive on the Accountant Sales team, you will be pivotal in driving revenue growth by managing the entire sales cycle from prospecting to closing deals. Your primary focus will be on selling to Accountants & Bookkeepers, ensuring they leverage the full potential of Melio. You will be responsible for converting inbound leads, executing outbound sales strategies, and closing new business. Your ability to build and nurture relationships, demonstrate product value, and meet or exceed sales targets will be key to your success.

About Melio USA: 


  • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated.
  • The annual base salary range for this position is $65,000 - $80,000 with an with an additional bonus component  
  • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
  • 401K matching and stock options: Feel the investment of working at a hyper-growth startup.
  • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees. 
  • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it. 
  • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week. 
  • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!
  • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities. 

Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them.Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds.

DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you’re here already, scroll down and apply now!).

This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Life at Melio

Our mission is to keep small business in business. When we started Melio, we wanted to build more than an efficient Accounts Payable tool. We wanted to build a service that helps small businesses keep up with business. A B2B payments experience that not only saves time but also significantly improves cash flow. A payment workflow so simple it helps businesses focus on their customers, not their back office.
Thrive Here & What We Value1. Diverse Group of People who Love What They Do and Do What They Love2. Equal Opportunity Employer3. Collaborative Work Environment4. Competitive Compensation Packages5. Generous Wellness Benefits6. Growth and Development Opportunities7. DEI Prioritization and Inclusion Efforts8. Hybrid Working Environment (New York City or Denver)9. Time Off and Food Perks10. Always on the Lookout for Top-Notch Talent
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