Account Executive, Outsourced Accounting & Finance Services (Outside Sales) at PBO Advisory Group in Corporate - SAN DIEGO, CA 92122

Job description

• Are you a sales hunter with a consultant's mindset? Ready to own your future?
• Are you a dynamic sales professional looking for more than just a job—seeking a career where you own your outcomes, shape your trajectory, and enjoy true work-life balance? PBO Advisory Group, a premier provider of integrated advisory and outsourced services in Finance, Accounting, and HR, invites you to join our thriving team as an Account Executive.
• We are seeking an individual with a hunter mentality who wants to take advantage of unlimited earning potential. If you excel at identifying client needs before they're stated and have a proven track record in consultative selling, we want to hear from you.
• Your Role and Impact
• PBO Advisory Group is seeking a seasoned Account Executive with demonstrated expertise in Accounting & Finance to generate new business opportunities for our outsourced Accounting & Finance services. You will be responsible for identifying, engaging, and converting C-suite executives and operational stakeholders within mid-market and SMB organizations requiring fractional and outsourced Accounting & Finance solutions. This role demands a proactive, results-driven professional with a demonstrated consistent ability to deliver outcomes.

Responsibilities

• Areas of Accountability
• Prospecting (80%)
• CRM/Admin/Reporting (10%)
• Networking (10%)
• Outcomes
• Secure new qualified clients (meets or exceeds goals)
• Accurate CRM management & timely reporting
• Deliver on established sales quotas (meets or exceeds goals)
• Prospecting
• Hunt for net new logos and strategic accounts in established target industries set by leadership team (ex: nonprofit, services, tech, education, etc.).
• Own the full sales cycle: prospecting, cold outreach, discovering, proposing, and closing.
• Lead discovery consultative sales discussions with COO’s, Accounting leadership, CFO’s, CEO’s, and Founders.
• Research and analyze target markets to find new business opportunities and potential clients.
• Ability to expand into geographic markets that align with business strategy and outcomes.
• Review industry trends, identify key decision-makers, and use these insights to build a strong list of prospects that support the company’s growth.
• Proactively set customer meetings/calls.
• Position PBO’s outsourced Accounting & Finance team solutions.
• Collaborate with internal Accounting & Finance consultants to build tailored solutions and design scope.
• Remain current and knowledgeable on the Accounting & Finance outsourced services, solutions, and products offered.
• Other assigned tasks or projects, as needed.
• CRM/Admin/Reporting
• Meaningfully participate in internal meetings, staff meetings, sales meetings, etc.
• Maintain accurate opportunity tracking and forecasting in the CRM.
• Responsible for following the sales funnel process and documenting appropriately in the CRM.
• Report timely on established monthly/quarterly KPI’s to include meetings booked, FTA’s (first-time appointment/qualified discovery calls), pipeline creation, revenue closed, etc.
• Remain current on the Accounting & Finance industry and pain points for the small-mid size market.
• Attend appropriate sales training, as appropriate, to remain current on sales techniques, technology, and approach.
• Networking
• Actively identify and engage prospective clients through in-person and virtual networking events, industry conferences, and community gatherings.
• Establish and nurture relationships with key decision-makers, influencers, and referral partners across targeted industries.
• Leverage professional networks, including platforms such as LinkedIn, to expand reach, generate leads, and amplify brand presence.
• Represent the organization with professionalism and poise in all networking interactions, ensuring a positive and memorable impression.
• Participate in relevant trade associations, chambers of commerce, and business groups to increase visibility and uncover new opportunities.
• Develop and maintain a robust database of contacts and referral sources, tracking engagement and touchpoints within the CRM.
• Share market insights and best practices gleaned from networking activities with the internal team to enhance collective knowledge and strategy.

Requirements

• Skills
• Strong business acumen and knowledge of Accounting & Finance administration including month-end close, general accounting duties, financial reporting, budgets, etc.
• Familiarity with Accounting & Finance challenges across multiple industries.
• Confident with outbound prospecting, networking, and LinkedIn messaging.
• Ability to speak credibly with Accounting & Finance stakeholders and translate complex needs into solutions.
• Strong proficiency in Microsoft Office Suite. Sales AI tech skills are a plus.
• Able to successfully navigate working in a team remote work environment.
• Excellent communication, customer service, and interpersonal skills at all levels of the organization.
• Problem-solving aptitude, adaptability, and resilient with the ability to be resourceful.
• Highly organized with CRM follow-through and forecast accountability. CRM acumen, discipline, and ownership of your pipeline.
• Consultative selling experience that demonstrates grit, drive, pace, and comfort with long/consultative sales cycles.
• Advanced skills with sales prospecting.
• Professional decorum.
• 5-7 years of B2B sales experience, with at least 1 year selling Accounting & Finance-related services, SaaS, or consulting.
• High school diploma or equivalent required.
• Reliable transportation required.
• Relevant network and book of business preferred.

Skills

Required

• Advanced skills with sales prospecting.
• Professional decorum.

Preferred

• Sales AI tech skills are a plus.

Benefits

• Why You’ll Love Working at PBO
• Unlimited Compensation: Our competitive base salary ($85K–$110K) is just the starting point. With uncapped commissions, your earnings directly reflect your results—there’s no limit to your potential.
• Own Your Sales Vertical: Take the reins and build your own book of business. You are empowered to drive your territory, cultivate your client base, and define your approach to success.
• A Clear Path to Growth: We are committed to developing talent from within. As you grow your portfolio, new leadership and advancement opportunities will open up. Your ambition is the only ceiling.
• Work-Life Balance: Enjoy the flexibility of a hybrid/field-based role designed to help you excel at work and in life. Our culture supports your personal well-being alongside your professional ambitions.
• Salary Range
• $85,000.00 - $110,000.00 Base+Commission/month
• Compensation Range: Base ($85K-$110K) + Commission (no cap)