Sales Account Executive

Gelt is redefining the future of tax optimization and financial wellness for high-income individuals, founders, investors, and growing businesses. Our mission is to simplify complex tax strategies and empower clients to build and protect their wealth efficiently. We combine personalized advisory with cutting-edge technology to deliver proactive, high-value results.

We're growing fast — and we're looking for driven, entrepreneurial teammates who are excited to help shape the future of finance with us.

About The Role

As a Sales Account Executive at Gelt, you’ll be responsible for driving revenue growth by identifying, qualifying, and closing new business opportunities. You'll work directly with prospects — from executives to high-net-worth individuals and business owners — to understand their needs and deliver tailored solutions that help them optimize their tax outcomes and financial plans.

You’ll also play a role in building Gelt’s online presence by helping create and share educational content (such as LinkedIn posts, client success stories, and thought leadership) that positions Gelt as the go-to partner for tax and financial strategies.

You’ll collaborate closely with our Sales, Marketing, Customer Success, and Tax Advisory teams to create a seamless and outstanding client experience from first contact through onboarding.

Responsibilities

• Prospect, qualify, and close new client opportunities through inbound leads and targeted outbound efforts.
• Own the full sales cycle: from initial discovery and needs assessment to solution presentation, proposal, and close.
• Consult with prospects to understand their financial and tax goals, articulating how Gelt’s services and solutions can help achieve them.
• Maintain a strong pipeline of opportunities using CRM tools, ensuring timely follow-ups and excellent pipeline hygiene.
• Collaborate cross-functionally with the advisory tax team, Customer Success, and Marketing team to align on client needs and optimize the handoff process.
• Meet or exceed monthly and quarterly sales targets and KPIs.
• Stay up-to-date on industry trends, client personas, and Gelt’s evolving service offerings to deliver high-impact, value-driven conversations.
• Champion the Gelt brand, embodying our mission of proactive, trustworthy, and insightful financial service.

Requirements

• CPA (a must)
• 2-5 years of full-cycle sales experience, ideally at a financial services, fintech, professional services, or SaaS company.
• Proven track record of consistently meeting or exceeding quotas.
• Strong consultative selling skills - ability to uncover pain points, articulate value, and tailor solutions to complex client needs.
• Exceptional communication skills: clear, persuasive, and empathetic across verbal and written formats.
• Organized, self-motivated, and comfortable operating in a fast-paced, growth-stage environment.
• Experience working with CRM systems (e.g., HubSpot, Salesforce) and sales enablement tools.
• Ability to manage multiple opportunities simultaneously while maintaining strong attention to detail.
• Financial services experience or familiarity with tax, accounting, or wealth management is a strong plus.