Circit is a PSD2/Open Banking regulated platform built to automate audit confirmations and verify transactions at source
Senior Account Executive, Audit & Accounting
Location
New York + 2 moreAll locations: New York | Massachusetts | Pennsylvania
Posted
42 days ago
Salary
0
Seniority
Senior
Job Description
Senior Account Executive, Audit & Accounting
Circit
• Generate your own pipeline. Outbound prospecting, network activation, event presence, plus marketing-sourced opportunities. • Demo with credibility. Run discovery and demos with audit partners and heads of assurance. • Own the full cycle. First touch through procurement, security review, and signature. • Build senior relationships. Audit partners, MDs, heads of assurance. • Partner with marketing. ABM campaigns, collateral, event strategy. • Represent Circit. AICPA, Audit-tech conferences. • Execute the system. Clean HubSpot hygiene, disciplined sales motion, feed insight back as playbook evolves.
Job Requirements
- A strong track record in B2B SaaS sales. Typically 5+ years, though we'll consider 3+ years for candidates with a prior audit or accounting background (e.g. CPA).
- Sector knowledge in audit or accounting — ideally an ex-CPA, or significant time selling into audit & accounting firms.
- Comfortable generating your own pipeline through outbound, network, and events — alongside marketing-sourced opportunities.
- Experience owning the full sales cycle, including running your own demos through to close.
- A disciplined approach to sales execution: clean process, accurate forecasting, and good CRM hygiene.
- Able to work core EST hours, remote from US or Canada.
- Nice-to-Haves **
- A live network in US audit firms.
- Familiarity with MEDDPICC, Challenger, or a similar sales methodology.
- Experience selling adjacent audit-tech (confirmations, PBC, bank integrations, AI audit tools).
- Experience at a growth-stage SaaS company.
Benefits
- (50/50 split, uncapped)
- Remote-first with ~30% travel
- Clear growth path as the NA team scales
- Equity participation may be considered after 12 months for strong performers
Related Guides
Related Job Pages
More Account Executive Jobs
• Participate in events, trade shows, symposia, and visits to public agencies and large contractors to identify market trends and generate large-volume business opportunities in the short, medium, and long term; • Provide technical solutions to clients, building loyalty to the Betunel brand; • Create sales opportunities in the CRM system; • Prepare quotations and send them to clients, and conduct sales negotiations; • Advise on margins and pricing when necessary, and guide back office staff in preparing quotations in the CRM; • Forward and instruct the back office on received purchase orders, including the delivery/service schedule; • Prepare and send the Weekly Sales Dashboard to the back office for consolidation; • Prepare and send the Sales Forecast (rolling forecasting) to the back office for consolidation and subsequent Executive LID analysis to support quota setting and S&OP; • Prepare Credit Proposals (PROC) with the minimum information required for analysis and validation of the requested credit limit; • Monitor PROCs nearing expiration, submit renewal requests as needed, and verify whether the customer's credit limit meets their demand; • Monitor the customer portfolio for payment compliance (delinquency), providing support to the collections and credit areas with necessary information and collection actions.
Junior Account Executive – Business Development, BDR/SDR
Suade LabsRevolutionising the way financial institutions comply with regulation
• Support Suade's Account Executive team to build and close our sales pipeline. • Contact potential clients through cold calls and emails. • Set up meetings or calls between prospects and Suade's AEs. • Research and prospect clients in new regions. • Meticulously record all sales activity in our CRM, to enable data-driven decision making. • Stay up-to-date with trends in our industry.
Strategic Account Director – SLED, Local Government
Staples Promotional ProductsBrands of all sizes rely on our team of experts to provide custom products that deliver.
• Promote Staples Business’ presence and solutions within the Local Government vertical (Counties, Municipalities, Special Districts, etc). • Serve as the vertical subject matter expert (SME), driving sales growth by developing and executing a Local Government strategy with key stakeholders. • Engage directly with Local Government prospects and customers, in collaboration with vertical sellers and category teams. • Build and maintain relationships with senior executives, procurement leaders, and administrative stakeholders across assigned cooperatives and the vertical. • Continuously evaluate pricing structures to ensure contract compliance while identifying opportunities to optimize profitability. • Partner with internal teams to track and report cooperative sales activity, ensuring compliance with contract terms (rebates, pricing, etc.). • Provide guidance and training to Business Development, Account Executives, and Category Experts on Local Government strategies and opportunities. • Support RFPs/RFIs, pricing strategy, contract negotiations, and cooperative program engagements.
Strategic Account Executive, Public Sector - Central Region Preferred - Remote
OptumOptum, part of the UnitedHealth Group family of businesses, is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. At Optum, we support your well-being with an understanding team, extensive benefits and rewarding opportunities. By joining us, you’ll have the resources to drive system transformation while we help you take care of your future. We recognize the power of connection to drive change, improve efficiency and make a difference in health care. Join a team where your skills and ideas can make an impact and where collaboration is key to creating technology that produces healthier outcomes.
Requisition Number: 2343882 At UnitedHealthcare, we're simplifying the health care experience, creating healthier communities and removing barriers to quality care. The work you do here impacts the lives of millions of people for the better. Come build the health care system of tomorrow, making it more responsive, affordable and optimized. Ready to make a difference? Join us to start Caring. Connecting. Growing together You'll enjoy the flexibility to work remotely * from anywhere within the U.S. as you take on some tough challenges. Central Region Preferred. Primary Responsibilities: - Build and foster solid customer/broker relationships - Focus on Serving Customers and Building Relationships by the following: - Customer/broker interactions including scheduled calls, social events, in-person meetings, or even just the occasional email or phone check-in - Check in with broker/customer on state of relationships with other internal business partners as well (FAM/CSC/UMR Ops/Analytics) - Actively engage in NPS improvement by promoting solutions, addressing client needs, and demonstrating value daily with each customer/broker interaction - Provide 24-hour response time for urgent requests, and clearly communicate external turnaround times as well as "next steps" with all external deliverables - Medical Persistency and Product Upsell - Meet or exceed customer retention goal - Provide regular updates to Segment and health plan leadership on renewal status (written and meetings) - Understand the plan designs, products, and services your customers have in place and identify and deliver solutions - Have pre-renewal conversations (at a minimum via email) with consultants to understand how/which products may be a fit - Proactively provide plan design suggestions to support not only the customers need but to leverage growth and launch of our new products - Deliver strategic value to your customers through analytics - Learn and understand the complex reporting and analytics tools we have, and how to leverage them in your strategic external conversations - Be a product expert and be able to give an "elevator pitch" to your brokers/customers on a diverse range of topics - Provide analytics and plan reviews on all UMR customers at least annually - Effectively lead and maintain internal partnerships to support customers - Ensure that all internal business partners meet and exceed customer and broker expectations - Provide collaborative feedback and leadership for internal partners that need development - Escalate and identify liabilities in internal business partners in a timely manner, and clearly communicate your expectations of them on your accounts - Be accountable for the performance of internal business partners and how their performance reflects on a group's retention - Personal skill development - Learn and understand the tracking tools we have in place to manage our business including: - Follow established protocols, tools and resources to assure accurate and timely updates are provided to all internal and external stakeholders - Develop and hone presentation skills, verbal communication skills, and feel comfortable delivering top-notch presentations on a number of topics as customers need - Provide clear, concise, and professional written communications, use standardized fonts/email signatures, and minimize incorrect grammar and punctuation You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: - 7+ years of Account Management experience managing and renewing a book of business for medical products - 7+ years of experience developing solid relationships with key client/broker decision-makers - 5+ years of experience working with Labor Unions and Trusts - 5+ years of insurance experience - 5+ years of experience working in partnership with claims and customer service - 5+ years of experience utilizing MS Word, Excel, and PowerPoint - 5+ years of ability to deliver high level of customer service and proven track record of following through with assignments - Valid driver's license Preferred Qualifications: - 5+ years of experience handling complex and difficult accounts - Experience with Labor & Trust - Proven solid relationship building and problem solving skills - Demonstrated ability to prioritize and organize own work to meet deadlines and resolves complex client issues *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The salary for this role will range from $75,000 to $160,000 annually based on full-time employment. This role is also eligible to receive bonuses based on sales performance. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment.




