Full-Time

Account Executive

Sales Representative

Updated on 8/23/2026

Accruity

Accruity

No salary listed

Pittsburgh, PA, USA

In Person

Travel to masterminds, industry events, affiliate rooms, dinners, and client-related locations is required.

Category
Sales & Account Management (1)
Required Skills
Sales
Computer Networking
CRM
Financial analysis
Salesforce
Requirements
  • Ability to close B2B deals consistently without close supervision.
  • Ability to conduct discovery calls, write follow-up messages, handle objections, and communicate clearly and confidently with prospects and investors.
  • Ability to work in or quickly learn the language of the real estate ecosystem, including investors, agents, operators, and founders.
  • Willingness to work in person in the office and at events, dinners, masterminds, and affiliate rooms.
  • Ability to work extended hours when needed, including occasional evening prospect calls.
  • Track record of closing B2B deals, preferably in professional services, financial services, or real-estate-adjacent businesses.
  • Experience working and maintaining a clean sales pipeline in a customer relationship management system.
  • Experience attending events, conferences, or masterminds to generate sales pipeline.
  • Experience managing an existing book of business with an upsell mandate and measurable results.
  • Experience using artificial intelligence tools to research prospects, personalize outreach, and improve sales productivity.
Responsibilities
  • Work the existing pipeline in GoHighLevel and call warm leads.
  • Follow up with prospects repeatedly and appropriately until they respond.
  • Run discovery conversations with qualified prospects to understand their business structure, financial situation, and needs.
  • Present and sell the Insights Package, explain its value, handle objections, and close engagements.
  • Attend masterminds, investor events, and affiliate rooms to represent Accruity, build relationships, and generate pipeline.
  • Convert Insights clients into monthly recurring engagements.
  • Own existing client relationships with an upsell mandate and identify additional business opportunities.
  • Maintain accurate, current pipeline data in GoHighLevel.
  • Report a weekly scorecard covering calls, meetings, Insights packages closed, monthly recurring revenue added, and upsells closed.
  • Partner with leadership on complex pricing and scope conversations.
Desired Qualifications
  • Track record of closing B2B deals in professional services, financial services, or real-estate-adjacent businesses.
  • Experience managing an existing book of business with an upsell mandate and demonstrated results.
  • Experience attending events, conferences, or masterminds specifically to generate pipeline.

Company Size

N/A

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A