Seven to ten years of business-to-business sales, business development, and/or financial services experience are required.
A background in accounting or finance is required.
Demonstrated success in new business development and account management is required.
The candidate must be able to build relationships, close deals, and retain clients.
Experience generating qualified leads, referrals, and follow-up opportunities is required.
Strong consultative selling skills and the ability to identify client needs and recommend effective solutions are required.
The candidate must be able to manage multiple priorities in a fast-paced environment.
Proficiency with HubSpot and Salesforce is required.
Experience with both inside sales and outside sales is required.
A general understanding of venture capital fund administration is required.
Working knowledge of Microsoft Office and Google Docs is required.
Excellent verbal and written communication skills in English are required.
Responsibilities
Manage an assigned territory in an organized, disciplined manner using customer relationship management tools.
Generate new business through research, lead generation, prospecting, networking, cold outreach, social selling, and in-person meetings.
Build and maintain prospect lists across private equity and venture capital firms, their portfolio companies, and related executive teams.
Drive approximately $2 million to $4 million or more in annual revenue through account growth, client expansion, and new business development.
Research, qualify, and develop sales opportunities with prospective and existing clients.
Build relationships with portfolio company leadership teams, hiring managers, and C-suite executives.
Participate in relevant networking organizations and industry events.
Meet or exceed weekly activity expectations and revenue growth targets.
Manage sales and marketing efforts to sell finance and accounting staffing and financial consulting services to companies and venture capital firms.
Develop and execute go-to-market strategies and territory action plans to grow existing business and identify new opportunities.
Assess clients' technical accounting and staffing needs and recommend solutions using a consultative sales approach.
Sell staff augmentation, project consulting, recruiting, and related professional services to new and existing clients.
Track sales activity, pipeline progress, and performance against quotas and goals.
Represent Kranz Consulting professionally in client meetings, calls, and social or business events.
Desired Qualifications
Experience serving private equity and venture capital clients is preferred.
Account Executive Location: Los Angeles/Orange County, On-site Reports to: SVP of Business Development
JOIN OUR KRANZ TEAM
For more than 30 years, Kranz Consulting has been a trusted leader in financial consulting and advisory services for CEOs, Boards, CFOs, and leading Venture Capital firms based in Silicon Valley. At Kranz Consulting, you’ll have the opportunity to do more than just a job. You will build your career while working alongside talented professionals who are passionate about helping high-growth companies succeed. Kranz Consulting has partnered with innovative, venture-backed companies and their leadership teams, giving our employees exposure to a diverse range of industries, business models, and challenging financial environments.
You’ll gain meaningful hands-on experience, work directly with clients and senior leaders, and have the opportunity to expand your skills as companies grow and evolve. We value collaboration, accountability, and continuous learning, while fostering an environment where your contributions are visible and make an impact. If you’re looking for a role where you can grow professionally, take on new challenges, and be part of a team that plays a critical role in the success of emerging companies, Kranz is a place where you can build something meaningful.
ABOUT THE ROLE
Our Kranz SoCal practice is seeking a highly motivated, experienced Account Executive to join our business development team to drive new client acquisition, support client retention, account leadership and expand Kranz Consulting’s presence in the marketplace. You will serve as a consultative partner to clients while helping grow our financial consulting business across our three verticals: Emerging Growth, Private Capital, and Technical Accounting.
Responsibilities:
Manage an assigned territory in a highly organized, disciplined manner using CRM tools.
Generate new business through research, lead generation, prospecting, networking, cold outreach, social selling, and in-person meetings.
Build and maintain prospect lists across Private Equity and Venture Capital firms, their portfolio companies, and related executive teams.
Drive annual revenue responsibility of approximately $2M-$4M+ through account growth, client expansion, and new business development
Research, qualify, and develop sales opportunities with both prospective and existing clients.
Build strong relationships with portfolio company leadership teams, hiring managers, and C-suite executives.
Maintain active involvement in relevant networking organizations and industry events.
Meet or exceed weekly activity expectations and revenue growth targets.
Manage sales and marketing efforts to sell finance/accounting staffing and financial consulting services to companies and venture capital firms.
Develop and execute go-to-market strategies and territory action plans to grow existing business and identify new opportunities.
Assess client technical accounting and staffing needs, then recommend solutions using a consultative sales approach.
Sell staff augmentation, project consulting, recruiting, and related professional services to new and existing clients.
Track sales activity, pipeline progress, and performance against quotas and goals.
Represent Kranz Consulting professionally in client meetings, calls, and social or business events.
Qualifications
Bachelor’s degree required
7 to 10 years of business-to-business sales, business development, and/or financial services experience
Background in accounting or finance required
Experience serving Private Equity and Venture Capital clients preferred
Strong interest in building a long-term career in business development
Demonstrated success in both new business development and account management
Proven ability to build relationships, close deals, and retain clients
Experience generating qualified leads, referrals, and follow-up opportunities
Strong consultative selling skills with the ability to identify client needs and recommend effective solutions
Excellent negotiation, communication, and problem-solving skills
Ability to thrive in a fast-paced environment, manage multiple priorities, and work with urgency
Self-motivated, competitive, resourceful, and results-oriented
Comfortable working both independently and collaboratively in a team environment
Proficiency with HubSpot and Salesforce
Experience with both inside sales and outside sales
General understanding of Venture Capital fund administration
Working knowledge of Microsoft Office and Google Docs
Excellent verbal and written communication skills in English
Benefits
We recognize the value of our employees’ contributions and offer a comprehensive compensation and benefits program, including:
401(k) with employer match
Health benefits
Bonus program
Paid vacation
Floater holidays
Company-paid holidays
We also support professional growth through continuous training, certification opportunities, mentorship, and a collaborative team environment.
Equal Opportunity Employer
Kranz Consulting is an equal opportunity employer and encourages applications from individuals of all backgrounds and experiences.