Account Executive, CPA Charge

Hi, We’re AffiniPay! 

AffiniPay is a leading fintech company, based out of Austin, Texas. As the market leader in professional services payments and practice management software, AffiniPay’s tech products serve legal, accounting, architectural, engineering and construction firms. AffiniPay has been recognized as one of Inc. 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well! 

We are looking for an Account Executive to join our CPACharge team. In this role, you will be responsible for applying and understanding the CPACharge’s product, sales methodology, processes, prospecting techniques, and customer base while selling to Small to Medium-sized Accounting Firms. In this role you will focus on firms that can benefit from our payment solution in a growing and competitive market. From prospecting to closing and everything in between, as an Account Executive, this role is yours to own. Your day to day will involve strategizing, calling, discovering, pitching, and follow-ups to articulate the value CPACharge can unlock for them. You will have the opportunity to continue growing your sales career in an environment that fosters continuous learning and growth. The culture of our sales team is just as competitive as it is collaborative; everyone strives to be the best, we still play and win as a team.

What You'll Do

• Possess a comprehensive understanding of the CPACharge solution and connect this
  knowledge directly to customer ROI;
• Understand the competitive landscape (strengths, weaknesses, benefits) to best position CPACharge in the market;
• Empower our customers to connect their goals and challenges with the solution that
  only CPACharge can offer
• Develop strategies and coordinate cross-functional support with Onboarding and Customer Success teams to ensure that expectations set during the sales process are
  met
• Timely follow-up and qualification of new prospects from either inbound leads or customer requests generated by marketing
• Networking, relationship building, cold calling, lead follow-up through emails, product demonstrations, and execution of service agreements; Obtain repeat business, referrals, and references by applying an understanding of the unique requirements of your customers
• Research accounts, identify key players, generate interest and obtain business requirements
• Exceed performance standards for sales and new account goals.
• Maintain accurate, clear and updated data for all assigned customers in Salesforce.

About You

• At least 1 year of outbound sales experience
• Comfortability with cold calling potential customer to build a sales pipeline
• Exceptional customer service skills and a highly motivated and engaging personality
• Excellent written and verbal communication skills
• Passion for sales and a self-driven sense of motivation
• The ability to act as a consultant and get prospects to think differently about their
  business
• Attention to detail & ability to thrive in a growing environment
• This position is preferred to sit in Austin, Texas, where we work in a hybrid capacity!

Our Story

Founded in 2005, AffiniPay’s mission is to build technology products that helps professionals focus on the work they love. As the leader in the professional payments industry, AffiniPay’s products serve legal, accounting, architectural, engineering and construction firms. Our portfolio of software solutions include MyCase (Legal Practice Management Software), CASEpeer (Practice Management for Personal Injury Firms), and Docketwise (Immigration & Case Management Software). Our portfolio of payment solutions include LawPay (Legal), AffiniPay for Associations (Associations), CPACharge (Accounting Professionals), and ClientPay (Architect, Engineer, and Construction). AffiniPay’s products serve over one hundred thousand users, and we are noted as one of the fastest growing tech companies in Austin, Texas. We are constantly looking for talent to join our team to continue playing a key part in unlocking our potential. 

 

Diversity, Equity & Inclusion at AffiniPay

At AffiniPay, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.