Account Executive

SmartWiz is building an AI-powered platform aimed at transforming the tax preparation process for independent tax professionals and CPAs. They are seeking Inbound Account Executives to lead product demonstrations, manage a follow-up pipeline, and close sales with clients.

Responsibilities:

• Lead approximately 4–8 qualified video demonstrations and sales conversations per day, depending on deal complexity and pipeline needs
• Confirm booked demonstrations and proactively manage your calendar to reduce no-shows
• Begin each conversation with discovery to understand the prospect’s business, current workflow, software, return volume, and goals
• Demonstrate Wizzy live and tailor the presentation to what matters most to each customer
• Explain pricing clearly, confidently, and honestly
• Ask for the sale, collect the customer’s required initial payment, and schedule onboarding before the call ends
• Complete a same-day warm handoff to the onboarding team with accurate notes about the customer’s software, volume, workflow, and objectives
• Follow up consistently with interested prospects who are not ready to purchase during the first conversation
• Maintain accurate customer activity, notes, deal stages, contract values, and next steps in HubSpot
• Surface recurring customer questions, objections, product issues, and opportunities to the teams building SmartWiz
• Be honest about where the product is strongest and when it may not yet be the right fit. We earn trust by telling the truth