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    Sales

    Founding Account Executive, Advisory Firms

    Remote · Full-time

    Bring Heed to cross-border tax advisers, wealth managers and family offices. You'll run the first sales conversations for the Advisor / Family Office plan, from first call to signed firm, and shape how we sell.

    01

    What you'll do

    1. 01Own the pipeline for advisory firms and family offices, from first conversation to signed annual plan
    2. 02Run discovery and demos built on a firm's real book: which clients a change touches, and what they would have sent
    3. 03Turn what firms tell you into product and pricing input, written up for the team every week
    4. 04Build the playbook: target lists, outreach, objection handling and the case studies that come from early firms
    5. 05Work with research to answer the hard questions firms ask about sources, coverage and data handling
    02

    What we're looking for

    1. 013+ years selling B2B software or services to professional firms: tax, legal, accounting, wealth or private banking
    2. 02A record of closing annual contracts with partners, directors or principals
    3. 03Comfortable explaining technical and regulatory detail plainly, in writing and on calls
    4. 04Self-directed in a small, async, remote team before there is a sales process to follow
    5. 05Fluent written and spoken English
    03

    Nice to have

    1. 01A network among cross-border tax advisers, multi-family offices or relocation specialists
    2. 02Experience selling a first product in its first year
    3. 03A second language used in advisory work, such as German, Spanish, French, Portuguese or Arabic

    Interested?

    Send your CV and a short note about why Heed excites you.

    Apply for this role