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Remote Accounting Software Sales Jobs in Wisconsin

DERSE INC

Sales Tax Accountant

Milwaukee, WI · On-site +1

... Corporate Accounting team, you'll ensure timely and accurate tax filings, payments, account ... This position is not eligible for remote work, and must reside within the Corporate Milwaukee ...

DERSE INC

Sales Tax Accountant

Milwaukee, WI · On-site +1

... Corporate Accounting team, you'll ensure timely and accurate tax filings, payments, account ... This position is not eligible for remote work, and must reside within the Corporate Milwaukee ...

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All JobsAccounting Software Sales JobsRemote Accounting Software Sales JobsRemote Accounting Software Sales Jobs in Wisconsin

Remote Accounting Software Sales information

What are the key skills and qualifications needed to thrive as a Remote Accounting Software Sales professional, and why are they important?

To succeed in Remote Accounting Software Sales, you need a solid understanding of accounting principles, strong sales acumen, and experience with SaaS or cloud-based solutions, often supported by a degree in business or accounting. Familiarity with CRM platforms (like Salesforce), virtual meeting tools, and the specific accounting software you’re selling is typically required. Exceptional communication, relationship-building, and self-motivation are standout soft skills for engaging clients and managing remote work. These abilities are crucial for identifying client needs, explaining technical solutions clearly, and closing deals in a competitive, virtual environment.

What are some common challenges faced in remote accounting software sales, and how can they be addressed?

One common challenge in remote accounting software sales is building trust and rapport with clients without face-to-face interactions. To overcome this, sales professionals often leverage video calls, personalized demos, and consistent follow-ups to create strong client relationships. Additionally, staying updated on software features and industry trends is crucial to effectively address client concerns and differentiate the product. Collaborating closely with product and support teams also helps in providing timely solutions and ensuring customer satisfaction.

What is the difference between Remote Accounting Software Sales vs Remote Bookkeeping Services?

AspectRemote Accounting Software SalesRemote Bookkeeping Services
CredentialsSales experience, knowledge of accounting softwareAccounting or bookkeeping certifications, financial knowledge
Work EnvironmentSales calls, demos, client meetings, remoteData entry, financial record management, remote
Employer & IndustrySoftware companies, financial tech firmsAccounting firms, small businesses, finance industry

Remote Accounting Software Sales focuses on selling accounting software solutions to clients, requiring sales skills and software knowledge. Remote Bookkeeping Services involve managing financial records for clients, requiring accounting expertise. Both roles are remote but differ in daily tasks and skill sets, catering to different client needs within the finance industry.

What is remote accounting software sales?

Remote accounting software sales refers to the process of selling accounting software solutions to businesses or individuals while working from a location outside of a traditional office, often from home. Sales representatives use digital communication tools such as email, video calls, and phone calls to engage potential clients, demonstrate software features, and close sales. This role requires strong communication skills, a good understanding of accounting software, and the ability to build relationships virtually. It offers flexibility and the opportunity to reach clients across different regions without the need for travel.
What are the most commonly searched types of Accounting Software Sales jobs in Wisconsin? The most popular types of Accounting Software Sales jobs in Wisconsin are:
What are popular job titles related to Remote Accounting Software Sales jobs in Wisconsin? For Remote Accounting Software Sales jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Remote Accounting Software Sales jobs in Wisconsin look for? The top searched job categories for Remote Accounting Software Sales jobs in Wisconsin are:
Remote Accounting Software Sales jobs near you
Infographic showing various Remote Accounting Software Sales job openings in Wisconsin as of July 2026, with employment types broken down into 70% Full Time, 11% Part Time, 1% Temporary, and 18% Contract. Highlights an 72% Physical, 5% Hybrid, and 23% Remote job distribution.
Sr. Client Accounting Advisor

Sr. Client Accounting Advisor

Compeer Financial

Fond Du Lac, WI • On-site, Remote

Other

Posted 10 days ago

Compeer Financial rating

9.1

Company rating: 9.1 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

Where you will work:
This position offers a hybrid work option up to 50% remote and is based out of the Fond du Lac, WI office.

The contributions you will make: 

We are seeking a highly experienced and client-focused Senior Accounting Specialist to deliver advanced accounting services while growing and managing a portfolio of external clients. This role blends technical accounting expertise with relationship management, business development, and team mentorship. You will serve as a trusted advisor to clients, helping them make informed financial, credit, and operational decisions, while also contributing to the development of internal talent.

A typical day: 

  • Client Advisory & Relationship Management
    • Build and maintain strong, long-term client relationships by providing insightful financial guidance, delivering accurate financial statements, and helping clients leverage data to drive business decisions.
  • Advanced Accounting & Client Financial Advisory
    • Manage complex accounting functions including full-service accounts, payroll processing, depreciation, and financial reporting in accordance with GAAP; ensure accuracy, timeliness, and compliance across all client deliverables.
  • Business Development & Revenue Growth
    • Actively grow a book of business by identifying opportunities to expand services; partner with internal teams to generate referrals and support new client efforts.
  • Industry Expertise & Thought Leadership
    • Serve as a subject matter expert on accounting and tax-related matters; stay current on industry trends and regulatory changes; share insights with clients and team members to enhance decision-making.
  • Team Mentorship & Training
    • Coach and mentor accounting team members; provide training on best practices, accounting principles, and systems; review work for quality and consistency while fostering professional development.

The skills and experience we prefer you have: 

  • Minimum of 5+ years of progressive accounting experience (including bookkeeping, payroll, or financial reporting), with demonstrated exposure to complex accounts and client-facing work.
  • Associate's degree in Accounting or a related field (Bachelor's degree preferred) or equivalent combination of education and experience.
  • Proven ability to build trust with clients, communicate financial concepts clearly, and proactively identify opportunities to grow relationships and services.
  • Experience training, coaching, or guiding team members; comfortable providing feedback and supporting team development.
  • Strong knowledge of GAAP, accounting software, and Microsoft Office; high attention to detail with excellent organizational and analytical skills.

#IND100

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

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