Account Executive

If you went to school for sales, took a course on closing techniques, know how to build a pipeline in Salesforce, and feel like that makes you qualified.....this is not your job. We have seen that person. They sit at a desk, work warm leads handed to them, hit maybe 60% of their number, and blame the market.

If you think sales is a 9-to-5 where you make 20 calls a day, take a two-hour lunch, and wait for inbound leads to land in your inbox.....this is not your job.

If you need a manager to script your calls, coach every objection, and remind you to follow up.....this is not your job.

Accruity is a national, full-service financial firm built exclusively for real estate investors, real estate professionals, and real estate-adjacent service businesses. We are not your grandfather's CPA firm. We are operators and investors ourselves. We understand the world our clients live in because we live in it too.

We file hundreds of tax returns. We handle bookkeeping, controllership, financial reporting, and tax strategy for founders and operators who are building serious businesses without a back-office team. We have nearly 100 clients on monthly recurring engagements across the country and we are scaling fast.

You are the hunter. Your job is to close. Every day, all day. You will work the pipeline, make the calls, attend the events, follow up until you get an answer, and convert warm leads into paying clients. You will also own existing client relationships with one specific goal: upsell.

-        Insights Packages closed per month. This is the primary number. You will have a target. You will hit it.

-        Insights to MRR conversion rate. After Insights delivery, clients are sold into monthly recurring engagements. You own that conversion.

-        Pipeline activity. Calls made, follow-ups completed, leads worked. You will report a weekly scorecard. No surprises.

-        Upsell revenue from existing clients. Current clients are underutilized. Every relationship has room to grow. You find it and close it.

-        Event and mastermind leads generated. When you travel, you produce. Not business cards. Actual pipeline.

-        Work the existing pipeline. Hundreds of warm leads are already in GoHighLevel. Your first job is to call every single one.

-        Follow up relentlessly. The sale goes to the person who follows up the most times without annoying the prospect. Learn the difference. Then do it.

-        Run discovery conversations with qualified prospects. Understand their business structure, financial situation, and what is keeping them up at night.

-        Present and sell the Insights Package. Explain the value, handle every objection, and close the engagement.

-        Attend masterminds, investor events, and affiliate rooms. Represent Accruity in person. Build relationships. Bring back pipeline.

-        Convert Insights clients to monthly recurring engagements. The delivery team does the work. You do the close.

-        Own existing client relationships with an upsell mandate. Know what each client has. Know what they are missing. Ask for the business.

-        Maintain your pipeline in GoHighLevel with ruthless accuracy. No mystery deals. No stale stages. Real data, updated daily.

-        Report a weekly scorecard to the team. Calls made, meetings set, Insights closed, MRR added, upsells closed. Own the number.

-        Partner with leadership on pricing and scope conversations when a deal gets complex. You are not alone on the hard ones.

This is not a remote job. You need to be where the clients are. In the office, at events, at dinners, at masterminds. Sales that closes comes from being in the room, not sending another email.

This is not a 40-hour-a-week job. Some weeks it is 50. Some weeks a prospect calls at 7pm and you answer. This is not a knock against work-life balance. It is a description of what closing actually looks like.

This is not a job where you wait for leads to be handed to you. There is a warm pipeline. There are events to attend. There are existing clients to expand. You go find the opportunity. Nobody brings it to you.

This is not a job where you treat objections like dead ends. An objection is a door. Your job is to open it. If you fold when a prospect pushes back, this is not your job.

We do not care where you went to school. We do not care if you have a sales certification. We care about one thing: can you close, every single day, without being babysat?

-        You are obsessed with the close. Not with the process, not with the pipeline stages, not with the CRM hygiene. With closing. Everything else is a means to that end.

-        You are hungry. Not comfortable-hungry. Actually hungry. You have something to prove and every month gives you a chance to prove it.

-        You get better every time someone tells you no. An objection does not deflate you. It activates you. You want to know exactly what the concern is so you can dismantle it.

-        You are a self-starter who gets embarrassed by a light week. If you made 30 calls on Monday and it is Friday afternoon and you are at 80 total, you are staying until you hit 100.

-        You are comfortable in rooms you have not fully earned yet. Masterminds, investor dinners, affiliate events. You belong there. You act like it. You close from those rooms.

-        You are a real estate person or you want to be. Our clients are investors, agents, operators, and founders in the RE ecosystem. You need to speak their language or learn it fast.

-        You are a communicator. Quick, clear, confident. You can run a discovery call, write a follow-up text, and shake hands with a room full of investors at a networking event.

-        You are competitive. You want Accruity to win. You understand that your closed deals are the engine that pays for everything else.

-        You have a track record of closing B2B deals, preferably in professional services, financial services, or anything real estate adjacent.

-        You can tell us your close rate off the top of your head. You know your numbers because your numbers are your identity.

-        You have worked a pipeline before and kept it clean. Not because a manager made you. Because you could not function without visibility.

-        You have attended events, conferences, or masterminds with the specific goal of generating pipeline. And you actually generated pipeline.

-        You talk about your best close the way a quarterback talks about the best drive of his career. You remember every detail.

-        You have managed an existing book of business with an upsell mandate and you have results to show for it.

-        You are already using AI tools to research prospects, personalize outreach, and work faster. AI makes you sharper. It does not replace your work.

-        Your best close story involves a lead that was practically already sold when you touched it.

-        You describe yourself as a relationship builder but cannot tell us the last three deals you closed and how you closed them.

-        You think follow-up means one email and one voicemail. You give up after two touches.

-        You need the product to sell itself. When a prospect pushes back, you drop the price instead of defending the value.

-        You want to work remotely most of the time. You think presence is optional. It is not.

-        You have strong opinions about CRM setup but weak opinions about how to move a stalled deal.

-        You have never worked an event or a mastermind room. You think in-person selling is old school. We disagree.

This is not just a job. This is a front-row seat inside a growing national financial firm that is building something most people in this industry have never seen.

-        You will have direct access to a real pipeline of warm leads, an affiliate network that is actively sending referrals, and a national event calendar that puts you in the room with the right people.

-        You will sell a product that actually works. Our clients stay. Our retention is strong. You are not pushing something you have to apologize for later.

-        You will close deals that matter. Every Insights package you sell is a business owner getting clarity on their finances. Every MRR conversion is a founder getting the back office support they have been missing. That is real.

-        You will grow. This company is scaling fast. The person who proves themselves in this seat earns more responsibility, more autonomy, and more opportunity. We are building a full sales team. This role becomes a leadership path for the right person.

-        You will be compensated for what you close. Base salary plus commission. The comp scales with your performance. The ceiling is yours to set.