Full-Time

Commercial Account Executive

Updated on 4/17/2025

Aiwyn

Aiwyn

51-200 employees

AI-driven automation platform for accountants

No salary listed

Junior, Mid

Remote in USA

Remote position, candidates must be based in the US.

Category
Enterprise Sales
Sales & Account Management
Required Skills
Business Strategy
Requirements
  • 2 to 3 years of SaaS field selling experience
  • A buyer-first mindset and commitment to delivering a seamless, value-driven experience at every stage
  • Experience working in a multi-product or platform environment where deals require strategic packaging and positioning
  • A proven ability to lead sales cycles between $25K and $250K with multi-stakeholder buying groups
  • Advanced prospecting skills, with a desire to keep improving as the AI toolset evolves
  • An entrepreneurial approach to running your territory like a business
  • Student of Business Strategy - the ability to identify quickly and mold your sales strategy around strategic business initiatives within your target accounts
  • Dynamic Presentation Skills - Ability to engage & hold the attention of C-level executives for 30-90 minutes both virtually and in-person
  • Clear, confident, and concise communication, particularly in written form
  • Familiarity with AI tools that support outreach, messaging, and productivity
  • A passion for growth and learning
  • A combination of humility, confidence, and hunger to become world-class at your craft
Responsibilities
  • Identify, open, and close new logo-named accounts across the top 500 accounting firms in North America
  • Manage $25K to $250K deals from first call to close, rooted in deep understanding of each firm’s strategic goals and business context
  • Build and share a clear point of view on each account’s key drivers, and use that lens to guide messaging, discovery, and deal strategy
  • Deliver compelling product demos and executive presentations that speak directly to the buyer’s priorities and needs, working with personas including Firm Partners, COOs, and CIOs all the way to tactical Operations teams
  • Partner with your SDR to develop thoughtful outbound plays (emails, campaigns, calls, videos, LinkedIn) and respond to inbound leads with urgency and intent
  • Collaborate with Marketing on account-based campaigns and in-person or virtual events tailored to your territory
  • Align closely with the SDR to build coordinated account strategies and prioritize high-potential firms
  • Ensure seamless transitions by partnering with Implementation and Customer Success to drive a smooth handoff and successful onboarding
  • Earn trust as a strategic advisor through genuine curiosity, clear communication, consistent follow-up, and demonstrated expertise
  • Stay sharp on industry shifts, buyer pain points, and competitive trends so you can guide conversations with relevant insights
Desired Qualifications
  • Experience selling into top 500 accounting firms or professional services

Aiwyn offers a Practice Automation platform for accounting firms, leveraging AI and machine learning to automate revenue processes by extracting client data from existing practice management and CRM systems. The platform streamlines billing, accelerates client payments, and provides predictive insights for financial health.

Company Size

51-200

Company Stage

Late Stage VC

Total Funding

$113M

Headquarters

Charlotte, North Carolina

Founded

2020

Simplify Jobs

Simplify's Take

What believers are saying

  • Aiwyn secured $113M to enhance CPA firm operations and tax technology.
  • Growing demand for AI-driven automation boosts Aiwyn's market potential.
  • Aiwyn's high NPS score indicates strong customer satisfaction.

What critics are saying

  • Emerging fintech startups may erode Aiwyn's market share.
  • Integration challenges with CPA systems could delay adoption of new solutions.
  • Economic downturns may reduce CPA firms' tech spending.

What makes Aiwyn unique

  • Aiwyn automates AR processes, freeing partners to focus on client value.
  • Client Engagement Automation streamlines client intake and engagement letter processes.
  • Aiwyn integrates AI and cloud tech for superior client experiences.

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Benefits

Remote Work Options

Unlimited Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

401(k) Company Match

Stock Options

Employee Discounts

Growth & Insights and Company News

Headcount

6 month growth

-9%

1 year growth

-10%

2 year growth

-9%
Intelligence360
Jan 8th, 2025
Aiwyn Secures $113M Funding from KKR

Aiwyn has secured $113 million in funding from KKR and Bessemer Venture Partners to enhance firm operations and tax technology for CPA firms. The investment will support the development of a comprehensive practice management platform and a universal client experience portal. Aiwyn aims to integrate AI and cloud technologies to improve client experiences and streamline operations for CPA firms.

Infotech Lead
Dec 22nd, 2024
Aiwyn Raises $113M for CPA Tech

Aiwyn, a tech provider for CPA firms, raised $113 million in a funding round led by KKR and Bessemer Venture Partners. The funds will expand Aiwyn’s payment and collection tools into a full practice management platform and accelerate AI-driven cloud technologies and a tax solution.

Business Wire
Dec 21st, 2024
Aiwyn Secures $113M in Funding from KKR and Bessemer Venture Partners to Revolutionize Firm Operations and Tax Technology for Leading CPA Firms

Aiwyn, a trusted technology partner for top Certified Public Accounting (“CPA”) firms, today announced the successful close of a $113M funding round.

PRLog
Apr 28th, 2023
Aiwyn Announces New Solution: "Client Engagement Automation"

CHARLOTTE, N.C. - April 28, 2023 - PRLog -- Aiwyn, the pioneering provider of Practice Automation solutions to leading accounting firms,  announces its latest solution: "Client Engagement Automation." Built on Aiwyn's Practice Automation platform, Client Engagement Automation automates the engagement letter and client intake process for leading CPA firms.Over 60 of the top firms in the country utilize Aiwyn's award-winning Billing, Collections, Payments, and Insights solutions. A recent customer survey showed Aiwyn's NPS to be a "best-in-class" 76 rating, and Aiwyn's team collaborated with these same firm leaders to conceive and build this latest innovation with the goal of: delivering a superior, unified client experiencesaving partner and staff timemaximizing firm profitabilitysyncing data across firm systems (CRM, PM) Aiwyn's Client Engagement Automation delivers on these goals, and transforms the way firms interact with their active and prospective clients. With Client Engagement Automation, firms can: draft engagement letters in less than 1 minutestreamline the entire client intake lifecyclespeed up cash flow AutoPay enabled by clients upon letter signatureeliminate duplicate data entry tasks for clients and firm personnelaccess real-time, synchronized data "We're thrilled to launch Client Engagement Automation," said Justin Adams, CEO of Aiwyn. "Our goal with Client Engagement Automation is to help accounting firms increase capacity, simplify the client intake process, and grow more profitably. We believe that Client Engagement Automation is the perfect solution to help top-ranked firms achieve these goals, and we're grateful to our customers for working alongside us on this journey."The first release of Client Engagement Automation is available in Q2 2023 to active Aiwyn customers and will be available to all other accounting firms in Q3 2023.For more information, visit www.aiwyn.ai.About AiwynAiwyn (pronounced "I win") provides accounting firms with AI-powered solutions designed to save time, speed up cash flow, and deliver a superior client experience

PR Newswire
Apr 28th, 2023
Aiwyn Announces New Solution: "Client Engagement Automation"

Aiwyn, the pioneering provider of Practice Automation solutions to leading accounting firms, announces its latest solution: "Client Engagement Automation."