At AffiniPay, we’re continuously tackling exciting and interesting problems to define the direction of the financial technology industry and transform the way professionals get paid. Our drive to be leaders in fintech has fostered our fast-moving, growth-focused culture. We’ve assembled teams of highly collaborative problem solvers who are passionate about both personal and company growth. We are eager to create, work together, and do whatever it takes to get the job done. We also know that our people are our greatest asset and responsible for our ultimate success. As such, we invest in our team-members’ growth and development, recognize accomplishments, and celebrate successes together. We’re building a winning team, and we need more creative, collaborative, and fun-loving people to help us get the job done!

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!

We are looking for an Account Executive to join our CPACharge team. In this role, you will be responsible for applying and understanding the CPACharge’s product, sales methodology, processes, prospecting techniques, and customer base while selling to Small to Medium-sized Accounting Firms. In this role you will focus on firms that can benefit from our payment solution in a growing and competitive market. From prospecting to closing and everything in between, as an Account Executive, this role is yours to own. Your day to day will involve strategizing, calling, discovering, pitching, and follow-ups to articulate the value CPACharge can unlock for them. You will have the opportunity to continue growing your sales career in an environment that fosters continuous learning and growth. The culture of our sales team is just as competitive as it is collaborative; everyone strives to be the best, we still play and win as a team.

What You'll Do

Possess a comprehensive understanding of the CPACharge solution and connect this
knowledge directly to customer ROI;
Understand the competitive landscape (strengths, weaknesses, benefits) to best position CPACharge in the market;
Empower our customers to connect their goals and challenges with the solution that
only CPACharge can offer
Develop strategies and coordinate cross-functional support with Onboarding and Customer Success teams to ensure that expectations set during the sales process are
met
Timely follow-up and qualification of new prospects from either inbound leads or customer requests generated by marketing
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.
Maintain accurate, clear and updated data for all assigned customers in Salesforce.

About You

At least 1 year of outbound sales experience
Comfortability with cold calling potential customer to build a sales pipeline
Exceptional customer service skills and a highly motivated and engaging personality
Excellent written and verbal communication skills
Passion for sales and a self-driven sense of motivation
The ability to act as a consultant and get prospects to think differently about their
business
Attention to detail & ability to thrive in a growing environment
This position is preferred to sit in Austin, Texas, where we work in a hybrid capacity!

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), 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.

Account Executive, CPA Charge

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