Senior Level Services Sales Executive Jobs
Senior level services sales executive jobs put experienced professionals in charge of strategic account growth, revenue ownership, and the teams or initiatives that drive enterprise client relationships forward. Roles are concentrated across Technology & Software, Insurance, and Healthcare & Medical Services, with a mix of on-site, remote, and hybrid settings, and employers like Atos, Banner Health, and Box hiring at this level now.
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Account Executive, Financial and Professional Services
Company: Taazaa
Location: Remote (Ohio and Midwest; travel to client sites required)
Employment Type: Full-time
Reports To: Chief Revenue Officer
A Senior Account Executive title and 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 understand the challenges of month-end closing, reconciliations, reporting, and manual finance operations. Taazaa is looking for an experienced sales professional with a strong accounting or financial services background to help regional accounting and advisory firms, fund managers, lenders, credit unions, and community banks modernize their finance operations. This is a sales-focused role. You will own the financial and professional services book from the first conversation through the signed statement of work and remain closely involved with the account during its first year.
What You Will Do
- Own a $2M first-year collected-revenue quota ($3M for Senior Account Executive) across mid-market firms with $50M–$500M in revenue.
- Lead discovery conversations with managing partners, CFOs, controllers, and fund operations leaders.
- Identify manual finance processes and develop solutions that deliver measurable business value.
- Sell Taazaa's finance solutions, including AI-assisted close, reporting and reconciliation, fund and asset reporting platforms, invoice and document processing, and private AI solutions.
- Build and manage your own pipeline through professional networks, accounting firms, credit unions, banks, fund managers, and existing partnerships.
- Develop proposals that demonstrate measurable improvements in closing timelines, reconciliation hours, reporting cycles, and audit outcomes.
- Lead conversations around SOC 1 and SOC 2 compliance, data handling, and client confidentiality.
- Coordinate with delivery teams after closing deals and remain the client's point of contact for the first 12 months.
- Maintain accurate opportunity and pipeline information in HubSpot.
What You Bring
- 12+ years of experience in accounting, FP&A, fund operations, or a regional accounting or advisory firm.
- CPA certification or previous Controller experience preferred.
- Experience managing month-end close, fund reporting cycles, or audit engagements.
- Understanding of trial balances and financial operations.
- Experience purchasing or implementing finance systems such as ERP, fund administration, close management, or client accounting software.
- Ability to engage confidently with managing partners and CFOs.
- Established professional network across Ohio and the Midwest, particularly accounting firms, credit unions, banks, or fund managers.
- Ability to independently build a sales pipeline and manage outbound prospecting.
Nice to Have:
- Experience with a finance software vendor or client accounting services practice.
- Previous quota-carrying sales experience.
- 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 prospect conversations.
Days 31–60
- Complete five accounting firm conversations and five finance operations conversations.
- Develop the finance offer page.
- Propose two paid discovery engagements.
- Prepare one reference call for the vertical.
Days 61–90
- Close the first statement of work.
- Start developing one case study.
- Prepare 12-month account plans for each open opportunity.
Compensation
Account Executive
- Base Salary: $100,000
- Target Incentive: $150,000+
- On-Target Earnings: $250,000+
Senior Account Executive
- Base Salary: $125,000
- Target Incentive: $110,000
- On-Target Earnings: $235,000
Additional compensation details:
- Uncapped commission.
- Commission paid monthly in arrears on collected revenue.
- Accelerators for performance above quota.
- Full commission rate on all statements of work for 12 months from a new logo's first signed engagement, followed by a step-down.
Benefits
- Health, dental, and vision insurance.
- 401(k).
- Paid time off.
- Home office and business travel expenses.
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Top Industries Hiring
- Technology & Software
- Insurance
- Healthcare & Medical Services
- Consulting & Professional Services
- Fintech
Senior Level Services Sales Executive Jobs: Frequently Asked Questions
How do I get a senior level services sales executive job?
Employers at this level want candidates who have owned a full sales cycle end to end, managed or mentored other sellers, and carried significant quota responsibility. Highlighting your ability to build executive relationships, expand strategic accounts, and lead cross-functional teams will set you apart. A history of consistent overperformance, combined with industry depth, is what moves a resume from the pile to the interview stage.
Which companies hire senior level services sales executives?
Companies hiring senior level services sales executives right now include Atos, Banner Health, and Box, based on current listings on Migrate Mate as of November 2026. At this level, hiring tends to come from enterprise technology firms, consulting organizations, managed services providers, and large B2B companies that rely on complex, consultative sales motions to close high-value deals.
Are there remote senior level services sales executive jobs?
Yes, though availability depends on the employer and the account territory involved. About 56% of senior level services sales executive openings are remote or hybrid as of November 2026, reflecting how many organizations have shifted to flexible models for experienced sellers who can manage enterprise relationships without being office-based full time.
What makes a services sales executive role senior level?
Senior level roles are defined by ownership and scope. You are expected to manage strategic accounts independently, influence sales strategy across a region or vertical, and often mentor junior or mid-level members of the sales team. The complexity of deals is higher, the stakeholder access is deeper, and the expectation is that you drive outcomes without close supervision rather than executing someone else's playbook.
Which industries hire the most senior level services sales executives?
Senior Level services sales executive roles concentrate in Technology & Software, Insurance, and Healthcare & Medical Services, based on current listings on Migrate Mate as of November 2026. These sectors drive demand because their revenue depends on long-cycle, relationship-driven sales where experienced executives who can navigate procurement, C-suite buyers, and renewal negotiations deliver outsized value.