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Melio Account Executive Accountants 
United States, New York, New York 
174421611

12.03.2025

(3 day in-office requirement)

Qualifications:

  • Experience: 3+ years of sales experience, preferably within Fintech, B2B, or Accounting/Bookkeeping.
  • Track Record: Proven success in a full-cycle sales role with a strong emphasis on closing deals and achieving sales targets.
  • Communication Skills: Exceptional verbal and written communication skills, with the ability to conduct conversations with technical and non-technical stakeholders.
  • Consultative Approach: Strong ability to understand customer needs and translate them into tailored solutions that drive value.
  • Time Management: Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
  • Industry Knowledge: Familiarity with the Accounting and Bookkeeping industry or experience with QuickBooks Online is a plus.
  • Salesforce Expertise: Proficient in using Salesforce CRM for managing and tracking sales activities, maintaining an accurate pipeline, generating reports, and leveraging data to drive sales strategies and performance improvements.

A day in the life and how you’ll make an impact:

  • Prospect and Generate Leads: Identify and engage potential customers through outbound prospecting, cold outreach, and strategic networking.
  • Outreach & Pipeline Development: Conduct cold outreach, including calls, emails, and LinkedIn outreach, to generate interest and build a strong sales pipeline.
  • Book and Conduct Discovery Calls: Qualify leads by scheduling and running discovery calls to understand customer needs and align them with Melio’s solutions.
  • Product Demonstrations: Conduct engaging and technical product demonstrations tailored to the needs of prospective customers.
  • Negotiate and Close Deals: Manage the sales cycle from first contact to contract signing, ensuring a seamless buying experience and meeting/exceeding sales targets.
  • Consultative Selling: Develop a deep understanding of customer needs and position Melio’s solutions to address those needs effectively.
  • Target Achievement: Consistently meet or exceed monthly, quarterly, and annual sales targets by closing new business and upselling to existing customers.
  • Pipeline Management: Maintain an organized and accurate sales pipeline, using CRM tools to track progress and forecast results.
  • Customer Relationship Building: Establish and maintain strong relationships with key decision-makers and stakeholders, positioning yourself as a trusted advisor.
  • Feedback Loop: Gather and relay customer feedback to internal teams to inform product development and improve customer satisfaction.

As an Account Executive on the
Accountant Salesteam, you will be pivotal in driving revenue growth by managing the entire sales cycle from prospecting to closing deals. Your primary focus will be on selling to Accountants & Bookkeepers, ensuring they leverage the full potential of Melio.

You will be responsible for converting inbound leads, executing outbound sales strategies, and closing new business. Your ability to build and nurture relationships, demonstrate product value, and meet or exceed sales targets will be key to your success.

About Melio USA:

  • Competitive compensation packages: We strive to make each and every employee feel valued and appreciated.
    • The annual base salary range for this position is $65,000 - $80,000 with an with an additional bonus component
  • Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA.
  • 401K matching and stock options: Feel the investment of working at a hyper-growth startup.
  • Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees.
  • Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it.
  • Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week.
  • Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well!
  • Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities.