Business Sales Representative Jobs in Palo Alto, CA

INTRODUCTION

Enterprise Sales * Remote (US) * Full-Time

About Neo.Tax

Enterprises waste millions of dollars trying to calculate and substantiate R&D tax credits and capitalization of software costs. Neo.Tax is automating this entirely. Our AI native solution ingests data from project management, identity management, payroll systems, and financial systems and uses ML/LLMs to do in hours what used to take months of manual work. Backed by leading investors including Infinity Ventures, Google Ventures, and trusted by innovative companies across the Fortune 2000 — including Capital One, Adobe, Thomson Reuters, and more… Neo.Tax turns R&D spend into a material financial lever: real cash savings through the R&D tax credit. We are a lean, high-conviction team building the defining platform that has made using AI to substantiate an R&D tax strategy a CFO level conversation.

The Opportunity

Neo.Tax is growing its enterprise sales team and is looking for a driven, intellectually curious Account Executive to own new business development across a defined territory of large enterprise accounts. This is a new logo, hunter-oriented role with a strategic orientation — you will be building and managing complex, multi-stakeholder sales cycles across CFO, VP Tax, and VP Engineering/CTO buying teams at Fortune 2000-caliber companies. This is an early and influential seat at a company with strong product-market fit, a compelling regulatory tailwind, and an exceptional investor base. The right candidate will help shape how we go to market and define what enterprise sales excellence looks like at Neo.Tax.

What You’ll Do

New Business Development:

- Own a named account territory of enterprise and strategic prospects, with a focus on Fortune 2000 companies with meaningful R&D investment profiles.
- Drive full-cycle enterprise sales from prospecting and discovery through technical validation, champion development, legal/procurement, and close.
- Build and execute multi-threaded account strategies across VP Tax, CFO, and VP Engineering/CTO stakeholders simultaneously.
- Develop and maintain a pipeline that supports consistent quarterly and annual quota attainment.

Strategic Account Engagement:

- Conduct high-quality discovery to understand each prospect’s R&D investment profile, current study methodology, Section 174 exposure, and key KPIs.
- Articulate Neo.Tax’s value proposition in the language of the VP of Tax, the Tax Director, and the Engineering Leader — tailoring the narrative to each stakeholder’s priorities.
- Navigate complex procurement, legal, and security review cycles common in large enterprise environments.
- Accurately forecast, build your pipeline, and maintain CRM hygiene to support business planning and leadership visibility.

Market Feedback & Enablement:

- Serve as a primary source of market intelligence — feeding competitive insights, buyer objections, and ICP refinements back to product, marketing, and sales leadership.
- Contribute to the development of sales playbooks, messaging frameworks, and enablement materials as the team scales.
- Represent Neo.Tax at industry events, tax conferences, and partner forums.

What You’ll Bring

Required

- 8+ years of enterprise SaaS sales experience, with a demonstrated track record of closing complex, multi-stakeholder deals in the $100K–$500K+ ARR range.
- Experience selling into large enterprise or Fortune 2000 accounts, including navigating procurement, legal, and security review cycles.
- Strong executive presence and the ability to credibly engage C-suite and VP-level buyers across Finance, Tax, and Engineering organizations.
- Disciplined pipeline management and accurate forecasting — you run a clean process and can articulate the state and strategy for every deal.
- Self-starter mentality with a builder’s orientation — you’re comfortable in a high-growth, early-stage environment that requires autonomy and creativity.
- Exceptional written and verbal communication skills.

Preferred / Nice To Have

- Background in tax technology, compliance SaaS, fintech, or financial software sales.
- Familiarity with enterprise corporate tax workflows, ERP, or financial close solutions.
- Experience selling to CFO, VP Tax, or finance technology buyers.
- Prior experience at a high-growth SaaS company scaling from seed to Series B or beyond.
- Existing network within the tax, accounting, or enterprise finance technology ecosystem.

Why Neo.Tax

- Category-defining market moment. We are the only purpose-built AI platform that transforms a previously “high-risk” tax strategy to a highly confident C-suite priority.
- Real traction in the enterprise. We are winning big in the Fortune 2000 with a powerful ROI and time to value story. We are implemented in weeks, not years, and eliminate the need for costly long-term consulting engagements.
- You will matter here. This is an early enterprise sales role at a company where your contributions directly shape go-to-market strategy, culture, and outcomes.
- Competitive compensation. We offer a competitive base salary, uncapped commission structure, and equity participation.

LOCATION

This role is open to candidates based anywhere in the United States. Neo.Tax supports remote work and has team members across multiple hubs. Some travel for customer meetings, QBRs, and company offsites is expected.

Equal Opportunity Employer

Neo.Tax is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.