Role Description
We're not just rethinking how tax is done β we're rebuilding it from the ground up. Federal and state tax filings, R&D credit claims, bookkeeping, and ongoing state-by-state compliance, all rolled up into one centralized, efficient platform for both corporate finance teams and individuals alike. Every step of a client's onboarding and support is designed to take as little of their time as possible, with all-inclusive fixed pricing for everything our clients need year-round.
We're available year-round via email, Slack, text, and our own Rivet dashboard, which sits between our clients and our tax prep team, telling clients what we need from them at every step. On the back-end, we delegate tasks for every active return to make sure we don't drop the ball.
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Own the top of funnel:
research, target, and engage new accounts; run crisp discovery calls; qualify real opportunities; and book high-value meetings for the sales team.
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Lead with substance, not slogans:
open doors by showing prospects how we cut hours of manual work and slash compliance risk.
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Collaborate at the source:
work hand-in-hand with founders, CFOs, product, and engineering to share market insights that shape the roadmap every single day.
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Quality > vanity metrics:
activity targets matter, but we celebrate meetings that convert into sticky revenue.
What you'll do:
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Fill the funnel: Identify venture-backed startups, mid-market and SMB businesses, and HNWIs who are eager to pay for premium tax and bookkeeping support across corporate & personal.
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Uncover pain fast: Qualify leads either live or async to uncover why clients are looking for different or better support, size the ROI, and hand off detailed notes that help AEs craft spot-on proposals.
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Help us build our Growth Engine: Join our 4-person sales team in Miami, working hand-in-hand with Nick (CEO, ex-Ramp Growth) to scale our already-working affiliate and partnership channels.
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Feed real-time customer insights into product and engineering β help shape what we build next.
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Forecast with rigor: Maintain accurate CRM hygiene and weekly revenue projections.
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Represent Rivet at virtual & in-person events, dinners, and conferences (if they help you with your pipeline).
Miami preferred:
Our sales team is based in Miami, and we want this hire there too β selling is a team sport, and we have real data to show that being in the same room compounds.
Qualifications
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Direct sales or customer-facing experience β inside or outside of sales.
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Experience working directly with HNW individuals, founders, or VC-backed operators.
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Eagerness to learn the art of prospecting, selling, and closing.
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Dedication to tracking and improving performance and efficiency on a daily basis.
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Sense of entrepreneurship: a self-starter with a high sense of urgency and ability to work within undefined processes.
Requirements
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Already in Miami, or excited to move.
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Background in tax, accounting, or selling tax-adjacent products (e.g., fund administration, bookkeeping, tax software, etc.).
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Interest in helping shape the future of a firm that treats tax as product-first.
Benefits
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Generous cash comp with meaningful equity upside.
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Miami-based team with full relocation support, plus twice-yearly company offsites.
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A client base that values your time and pays for the premium experience.
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A tech-enabled prep system built for speed, accuracy, and delight β by you, for you.
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Support from a global team of full-time preparers to free you up for what matters most: supporting our clients through the difficult and tough questions they face day to day.