TAAZAA
Account Executive, Financial & Professional Services
Location: Remote – United States and Canada
Employment Type: Full-Time
Reports To: Chief Revenue Officer
A Senior Account Executive title and a separate quota are available for candidates who bring an established firm-level book of business.
About the Role
You have closed the books, run a fund reporting cycle, or led engagements at an accounting or advisory firm. You know what month-end really costs, where reconciliations pile up, and why nobody has fixed the spreadsheet that runs the close.
Taazaa is hiring you to bring that experience to regional accounting and advisory firms, fund managers, lenders, credit unions, and community banks that need to reduce manual work in finance operations. You will work with Taazaa's engineering team and leverage our existing fund-platform experience to help clients improve their financial operations.
This is a seller role. You will own the financial and professional services book from the first conversation through a signed statement of work and stay closely involved with the account for its first year.
This is a remote position open to qualified candidates based in the United States or Canada, with travel to client sites as required.
What You Will Do
- Own a $2M first-year collected-revenue quota ($3M for Senior Account Executive) across mid-market firms ($50M to $500M in revenue): regional accounting and advisory firms, fund administrators and asset managers, lenders, credit unions, and community banks.
- Lead discovery conversations with managing partners, CFOs, controllers, and fund operations leaders. Identify manual processes that create the most cost and develop solutions to address them.
- Sell Taazaa's finance solutions, including AI-assisted close, reporting and reconciliation, fund and asset reporting platforms, invoice and document processing, and private AI for firms that cannot put client data into public tools.
- Build and manage your own pipeline through your professional network, accounting firms, credit unions, community banks, fund manager introductions through partners, and national advisory firm vendor relationships.
- Develop proposals that demonstrate measurable business value, including days to close, hours spent on reconciliations, reporting cycle time, and audit findings.
- Lead conversations around SOC 1 and SOC 2 reports, data handling, and client confidentiality.
- Ensure a smooth handoff of signed work to the delivery team and remain the client's primary point of contact for the first 12 months.
- Keep HubSpot updated with opportunity details, deal values, next steps, and timelines.
What You Bring
- 12 or more years of experience in accounting, FP&A, fund operations, or at a regional accounting or advisory firm. CPA or former Controller experience preferred.
- Experience managing a financial close, fund reporting cycle, or audit engagement, with the ability to read and understand a trial balance.
- Experience buying or implementing finance systems such as ERP, fund administration, close management, or client accounting software.
- Ability to engage with managing partners and CFOs as a trusted business partner.
- An established professional network within US or Canadian accounting firms, credit unions, banks, or fund managers, preferably in the Midwest.
- Experience building a sales pipeline from scratch and managing your own outreach.
- Strong communication, negotiation, and relationship-building skills.
Nice to Have:
- Experience working at a finance software vendor or in a client accounting services practice.
- Previous sales quota ownership.
- Lending or fund administration experience.
First 90 Days
Days 1–30
- Learn Taazaa's solutions, fund platform reference accounts, and delivery model.
- Take over existing opportunities.
- Complete ten initial client conversations.
Days 31–60
- Complete five accounting firm conversations and five finance operations conversations.
- Develop the finance offer page in your own words.
- Propose two paid discovery engagements.
- Prepare one reference call for the financial services vertical.
Days 61–90
- Close the first signed statement of work.
- Have one case study in progress.
- Develop a 12-month account plan for each active opportunity.
Compensation
Account Executive
- On-target earnings: $250,000 and above.
- Base salary: $100,000.
- Target incentive: $150,000 or more at 100% of quota.
- Uncapped commission.
Senior Account Executive
- On-target earnings: $235,000.
- Base salary: $125,000.
- Target incentive: $110,000 at 100% of quota.
- $3M first-year collected-revenue quota.
Additional compensation details:
- Commission is paid monthly in arrears on collected revenue, with accelerators above quota.
- Full commission rate on all statements of work for 12 months from a new logo's first signed work, followed by a step-down.
- Health, dental, and vision benefits, 401(k), paid time off, home office support, and travel expenses.
Compensation will be discussed based on the candidate's location, experience, and applicable employment arrangement.
Note: All revenue targets and compensation figures mentioned above are in USD. Compensation for candidates based in Canada will be determined based on location, experience, and market rates.
How to Apply
Please submit your resume along with three sentences describing your last month-end close:
- What took the longest?
- Why was it taking so long?
- Why had nobody fixed it?
We look forward to hearing from you!
