Account Executive

2 weeks ago


Vancouver, Canada Bench Accounting Full time

**What's Bench? **Check us out in Medium, Betakit, Financial Post, our Instagram, and our Life at Bench Blog.
- We acknowledge that Bench headquarters is located on the traditional, ancestral, and unceded territory of the Coast Salish Peoples, including the territories of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh _(Squamish), and Səl̓ílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations._

Businesses need to understand their financial performance, but for many smaller ones, this means a trade-off between managing their books and running their businesses.

Our mission is to help every business owner thrive, by providing financial insight and peace of mind in one seamless platform_._ From creatives to chiropractors, Bench helps thousands of small business owners and entrepreneurs master their financial lives. Because understanding your finances should be three things: simple, effortless, and affordable.

We're growing fast, and we're looking for exceptional people to join us on this incredible journey. Check out our culture guide to learn more about what it's like to work at Bench and read more about our business here

**What does the Retro Sales department look like?**

Are you passionate about providing an excellent client experience and love problem solving? Do you enjoy experimenting and iterating with what can be done even better? Being a member of the Retro Sales team is a unique experience with rewarding challenges, which calls for exceptional team members

As an Account Executive, yourself and our team will be laser focused on client experience and ensuring our clients are set up for success with their businesses historical bookkeeping and tax filing needs. You'll be a key part in bringing on new large scope "catch-up" clients (businesses who are late on their tax filings anywhere from 2+ years onward), collaborating on new initiatives, as well as directly contributing to Bench's profitability goals.

**What you'll get up to**:

- Make prospective clients feel seen/heard by using emotionally based sales skills centered around empathy.
- Discover and deeply understand prospective clients' business needs, reasons for being behind on their bookkeeping and taxes, and walk them through the foundation of proper bookkeeping and tax compliance, short and long term.
- Quickly build and establish strong client and team relationships.
- Qualify prospective clients to ensure Bench is the right fit for their historical and possibly on-going bookkeeping needs.
- Learn, understand, and teach prospective clients the IRS and Tax Resolution world. _Ie. What happens when you don't file your taxes as a US business owner_
- Take detailed notes on our CRM about the clients needs, previous accounting history and payment information.
- Creating a billing model and structure that works for our clients through payment plans.
- There is some opportunity to up-sell existing clients with additional catch-up bookkeeping, and refer the client to all relevant tax professional partner services.

**What you'll need**:

- 1+ years of experience as a Sales Development Representative or other related sales role, with a proven track record of high performance.
- Strong proficiency in the English language, verbal and written.
- Take risks: When an idea is new and unknown, you're not afraid to experiment and/or fail, learn, and iterate.
- Ability to create an exceptional team culture: You inspire team members you engage with to consistently achieve greatness.
- Are someone who is comfortable talking about emotions and difficult topics/situations.
- Ability to confidently use and leverage all softwares in your day-to-day workflow (Salesforce, SalesLoft, Slack, Ring Central, G Suite, etc.)
- Understanding of individual and team targets and the various levers to achieve these goals.
- To be comfortable in sharing your knowledge. Consistently working to help other team members level up and develop their sales-related skills.
- Accountability for consistently managing your pipeline and performance and ability to problem solve and prioritize your workload in relation to your role and mentor others.

**It could be an even better fit if you**:

- Have Bookkeeping & Tax knowledge - We work with both new and current clients of Bench to catch up, file, and untangle their situations so they can move in to or continue to be successful in our on-going services.
- Have closing experience in a SaaS Sales environment.
- Are fluent Spanish

**What you'll get**:

- At Bench, we share information freely and openly whenever possible. All Account Executives joining the team will start with on-target earnings (OTE) of $79,000; most reps are **outperforming** these on-target earnings.
- A component of these earnings is made up of variable pay which is **uncapped**. This means that there is no limit to your performance and thus your earnings.
- In addition, we offer an extended benefits package that includes paid vacation, paid flex days, stock options, and fu


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