Account Executive

2 months ago

San Diego, California, United States Uplinq Full time
About Uplinq

Uplinq is a pioneering Arizona-based company dedicated to revolutionizing bookkeeping and accounting for small and medium-sized businesses. Our mission is to empower entrepreneurs and business owners to navigate financial complexities with ease, making informed decisions to drive growth and success.

Our journey began with a passion to simplify bookkeeping, a pain point for many small business owners. We quickly realized that the root problem was the arduous task of manual bookkeeping, which hindered business owners from focusing on what matters most – growing their business.

Since then, we've been committed to reinventing bookkeeping as a Software as a Service (SaaS) product, offering high-quality, real-time, and affordable bookkeeping services. Our clients include a diverse range of businesses, from dentists and restaurant owners to insurance agents and realtors, who appreciate our dedication to simplifying their financial management.

Our team comprises 40 passionate professionals, including Certified Public Accountants (CPAs), engineers, accounting specialists, tax preparers, product designers, and marketers. We are united by our mission to empower real people to run their businesses more efficiently through innovative, AI-driven solutions.

Job Summary

We are seeking a dynamic and results-driven Account Executive to join our growing team. The ideal candidate will combine technical expertise with strong sales acumen, particularly in the small and medium-sized business sector. You will work closely with potential clients to understand their financial needs and demonstrate how Uplinq's products can meet their business objectives.

Key Responsibilities
  • Engage with prospective clients to understand their bookkeeping and accounting challenges.
  • Present and demonstrate Uplinq's software solutions, highlighting technical features and integration capabilities.
  • Collaborate with other members of the sales team to develop strategies that address client needs and close deals.
  • Assist clients with the implementation and integration of Uplinq's solutions into their existing systems.
  • Conduct product training sessions for new clients to ensure a smooth transition and effective use of our software.
  • Gather feedback from clients to contribute to product development and improvement.
  • Maintain up-to-date knowledge of industry trends, competitive products, and advancements in bookkeeping and accounting technology.
Requirements
  • Bachelor's degree in Business, Accounting, Finance, or a related field preferred.
  • 3+ years of experience in sales or a similar role, preferably in the small and medium-sized business sector.
  • Strong understanding of bookkeeping and accounting principles, as well as related software tools (e.g., QuickBooks Online) preferred.
  • Excellent communication and presentation skills, with the ability to convey technical information to a non-technical audience.
  • Proven track record of successfully supporting sales teams and closing deals.
  • Experience with SaaS products and software integration.
  • Ability to work independently and as part of a team, managing multiple projects simultaneously.
  • Strong problem-solving skills and attention to detail.
  • Proficiency in Microsoft Office Suite and CRM software (e.g., Salesforce).
What We Offer
  • Join a mission-driven team dedicated to transforming small business bookkeeping and accounting.
  • Be part of a collaborative and supportive work environment that values innovation and excellence.
  • Opportunity to grow with a company that is redefining the industry through AI-driven solutions.
  • Competitive salary and benefits package.

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