Account Executive, CPA Charge

Posted 5 Days Ago
Be an Early Applicant
Austin, TX
Hybrid
Junior
Fintech • Legal Tech • Payments • Sales • Software
AffiniPay is a leading fintech company in professional services payments and project management software.
The Role
As a CPACharge Account Executive, you'll drive revenue and market penetration by building relationships, performing product demonstrations, and managing the full sales cycle. You'll identify key stakeholders' needs, exceed sales goals, and maintain customer data in Salesforce.
Summary Generated by Built In

Hi, We’re AffiniPay! 

AffiniPay is a leading fintech company, based out of Austin, Texas. As the market leader in professional services payments and practice management software, AffiniPay’s tech products serve legal, accounting, architectural, engineering and construction firms. AffiniPay has been recognized as one of Inc. 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well! 

As a CPACharge Account Executive at AffiniPay, you will be part of a collaborative sales team, working with professionals nationwide to determine the best payment solution for their business.  Our goal is the adoption of our payment technology within the Accounting vertical. We are a consultative sales organization; we focus on the needs and problems of prospects and identify how our technology solution can help them. As an Account Executive, you will drive revenue, adoption, and market penetration in accounts. In addition, you will be responsible for growing your pipeline through inbound leads, outbound calls and referrals. 

What You'll Do:

  • Own the full sales cycle from building relationships with key stakeholders to negotiation and contracting
  • Empower our customers to connect their goals and challenges with the solution that only AffiniPay can give
  • Networking, relationship building, cold calling, lead follow-up through emails, product demonstrations, and execution of service agreements
  • Obtain repeat business, referrals, and references by applying an understanding of the unique requirements of your customers
  • Research accounts, identify key players, generate interest and obtain business requirements
  • Exceed performance standards for sales and new account goals
  • Achieve a thorough knowledge of AffiniPay products and services
  • Maintain accurate, clear, and updated data for all assigned customers in Salesforce

What We're Looking For:

  • At least 1+ years of outbound sales experience
  • Exceptional customer service skills and a highly motivated, dynamic personality
  • Knowledge of all basic Microsoft Office programs, including Excel
  • Familiarity with SalesForce or similar CRM a plus
  • Strong telephone, verbal and written communication skills
  • Bachelor’s Degree or equivalent work experience

Our Story

Founded in 2005, AffiniPay’s mission is to build technology products that helps professionals focus on the work they love. As the leader in the professional payments industry, AffiniPay’s products serve legal, accounting, architectural, engineering and construction firms. Our portfolio of software solutions include MyCase (Legal Practice Management Software), CASEpeer (Practice Management for Personal Injury Firms), Docketwise (Immigration & Case Management Software), Soluno (Legal Accounting), and Woodpecker (Legal Document Automation). Our portfolio of payment solutions include LawPay (Legal), AffiniPay for Associations (Associations), CPACharge (Accounting Professionals), and ClientPay (Architect, Engineer, and Construction). AffiniPay’s products serve over one hundred thousand users, and we are noted as one of the fastest growing tech companies in Austin, Texas. We are constantly looking for talent to join our team to continue playing a key part in unlocking our potential. 


Diversity, Equity & Inclusion at AffiniPay

At AffiniPay, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. 


Benefits that Benefit You! 

As a people first culture, we believe it is important that our teammates are happy, healthy, and productive.  In order to best support that, AffiniPay provides award-winning benefits that can make a difference in your life - right now and for the future.

  • All employees receive fully covered medical, dental and vision coverage - Choose from our 2 available health plans based on what fits you and/or your family!
  • Have some fur babies? - We offer them insurance too!
  • RELAX and enjoy your time away with our flexible paid time off policy! 
  • We will help you plan for your future - 401K, or RRSP if in Canada, with a company match
  • Competitive compensation packages that include mid-year and end-of-year bonuses and equity options for all full-time employees
  • Health Wellness Program that includes nutrition consultations, mental health apps, and access to discounted memberships
  • Have plans to grow your family? - Parental resources, including 16 weeks of paid time off for primary caregivers
  • Professional development opportunities including mentorships, leadership programs and our AffiniPayU courses
  • We believe it is important to give back with our Matching Gift Program and organized activities focused on donations, volunteerism and supporting the local communities throughout the country
  • D&I initiatives provide educational opportunities regarding multicultural issues, tolerance, and celebrating diversity among our entire staff
  • An incredible, in-office experience at our headquarters in Austin and San Diego including free lunch delivery, a fully stocked kitchen, and some “sweet” surprises for those afternoon pick-me-ups



Security Advisory

Our hiring teams at AffiniPay are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology.  As such, our Talent Acquisition Team only follows legitimate hiring practices.  We will always communicate with our candidates using emails with the AffiniPay domain and will never ask for sensitive/personal data during the application process.  All interviews take place over phone call, Zoom/Google Meet or in person.  All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.  


Top Skills

Excel

What the Team is Saying

Andrew
Ben Hoobler
Tavian
Amanda
Vinay
Olutayo
Greg
Ryan
The Company
HQ: Austin, TX
519 Employees
Hybrid Workplace
Year Founded: 2005

What We Do

Since 2005, AffiniPay has been transforming the lives of professionals everywhere. What started as a single payment product for trade organizations has transformed into four of the highest-rated financial tools serving more than eight professional services industries. And our progress shows no signs of stopping. The secret to our growth and success is our team. We support each and every team member by continuing to invest in their goals, our culture, and a diverse workplace. Because when you’re happy, focused, and fulfilled with your work — it feels like you’re doing what you’re meant to do.

Why Work With Us

We’ve assembled teams of highly collaborative problem solvers who are eager to create, collaborate and do whatever it takes to get the job done. We know that our people are our greatest asset and responsible for our ultimate success. As such, we invest in our team’s growth & development, recognize accomplishments and celebrate successes together.

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AffiniPay Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQAustin, TX
San Diego, CA
Learn more

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