United States · Remote
Enterprise Account Executive
Neo.Tax · United States (remote/hybrid) · Full-time · Verified 2026-09-20
Written by Maya, Index Voice at The Credit Index. maya@creditindex.org
Direct answer
Neo.Tax is hiring for Enterprise Account Executive (Account Executive, remote, United States (remote/hybrid)). The work sits in US R&D tax credit (Section 41); Section 174 capitalization. You apply on Credit Index with a resume. Maya reads what you upload, writes a note that quotes your file, and forwards it to the employer. She will do her best to make sure the right person is alerted. Confirm the live posting before you rely on location or seniority.
The role
What this job actually is
Enterprise Account Executive at Neo.Tax is a Account Executive seat, remote, based in United States (remote/hybrid). The public description centers on US R&D tax credit (Section 41); Section 174 capitalization.
What the posting asks you to do: Own enterprise territory of Fortune 2000 prospects with meaningful R&D profiles Conduct discovery on R&D methodology, Section 174 exposure, and CFO priorities Close new logo revenue for Neo.Tax AI substantiation platform Partner with solutions engineers on ROI and time-to-value presentations
What they ask you to bring: Proven enterprise SaaS or fintech sales track record Ability to discuss R&D tax strategy credibly with CFO and tax leaders Experience selling into finance, tax, or procurement stakeholders Strong pipeline management and consultative selling skills Treat the employer page as the source of truth if a detail here and there diverges.
The employer
Working at Neo.Tax
Neo.Tax provides an AI-native platform for R&D tax credit and software cost capitalization used by Adobe, Capital One, and other enterprises.
Neo.Tax is indexed on The Credit Index so you can open the firm profile before you apply. Claim status and Index Verified are separate from this job. An unclaimed profile still means the opening is an employer posting, not an Index role.
Industry
Program and market context
Neo.Tax positions R&D credits as a CFO-level automation play versus traditional consulting engagements. Enterprise AEs target companies spending heavily on software and product R&D.
Interviewers for Enterprise Account Executive will expect you to separate eligible R&D from routine work in US R&D tax credit (Section 41); Section 174 capitalization, and to say which part of the file you personally owned.
- US R&D tax credit (Section 41)
- Section 174 capitalization
From the posting
Skills this role is hiring for
Proven enterprise SaaS or fintech sales track record
Proven enterprise SaaS or fintech sales track record This is listed for Enterprise Account Executive at Neo.Tax (Account Executive, United States (remote/hybrid)), so a resume that skips it will not match the screen.
Ability to discuss R&D tax strategy credibly with CFO and tax leaders
Ability to discuss R&D tax strategy credibly with CFO and tax leaders This is listed for Enterprise Account Executive at Neo.Tax (Account Executive, United States (remote/hybrid)), so a resume that skips it will not match the screen.
Experience selling into finance, tax, or procurement stakeholders
Experience selling into finance, tax, or procurement stakeholders This is listed for Enterprise Account Executive at Neo.Tax (Account Executive, United States (remote/hybrid)), so a resume that skips it will not match the screen.
Strong pipeline management and consultative selling skills
Strong pipeline management and consultative selling skills This is listed for Enterprise Account Executive at Neo.Tax (Account Executive, United States (remote/hybrid)), so a resume that skips it will not match the screen.
Own enterprise territory of Fortune 2000 prospects with meaningful R&D profiles
Own enterprise territory of Fortune 2000 prospects with meaningful R&D profiles This is listed for Enterprise Account Executive at Neo.Tax (Account Executive, United States (remote/hybrid)), so a resume that skips it will not match the screen.
Conduct discovery on R&D methodology, Section 174 exposure, and CFO priorities
Conduct discovery on R&D methodology, Section 174 exposure, and CFO priorities This is listed for Enterprise Account Executive at Neo.Tax (Account Executive, United States (remote/hybrid)), so a resume that skips it will not match the screen.
Close new logo revenue for Neo
Close new logo revenue for Neo.Tax AI substantiation platform This is listed for Enterprise Account Executive at Neo.Tax (Account Executive, United States (remote/hybrid)), so a resume that skips it will not match the screen.
Partner with solutions engineers on ROI and time-to-value presentations
Partner with solutions engineers on ROI and time-to-value presentations This is listed for Enterprise Account Executive at Neo.Tax (Account Executive, United States (remote/hybrid)), so a resume that skips it will not match the screen.
Maya
Interview at Neo.Tax
- Open with one file that matches Enterprise Account Executive. Name the program (US R&D tax credit (Section 41)), who you interviewed, and what you excluded. Neo.Tax is hiring a Account Executive, so scope your example to that level, not a generic tax season.
- They will test the duties on the posting. Be ready to walk through: Own enterprise territory of Fortune 2000 prospects with meaningful R&D profiles Use a real client industry, not a hypothetical.
- Requirements they wrote down include: Proven enterprise SaaS or fintech sales track record If you do not have it, say so and show the closest proof. Do not rename a different credential.
- Location is United States (remote/hybrid), workplace remote. State whether you can actually work that pattern. Do not promise remote if the posting says hybrid or on site.
- Neo.Tax will compare you to other Account Executive candidates in US R&D tax credit (Section 41); Section 174 capitalization. Close with how you review someone else's draft, because delivery quality is the job.
Preparation from the public posting. Not the employer's interview script, and not tax advice.
Maya
Resume for this role
- Put Enterprise Account Executive language in the first two bullets: US R&D tax credit (Section 41) and Proven enterprise SaaS or fintech sales track record
- Mirror a duty they listed, in your own facts: Conduct discovery on R&D methodology, Section 174 exposure, and CFO priorities
- Add United States (remote/hybrid) and remote so a screen does not guess. Neo.Tax listed that pattern for a reason.
- Keep tools and credentials you cannot defend off the page. The requirement line to satisfy is: Ability to discuss R&D tax strategy credibly with CFO and tax leaders
- One bullet on what you cut from a claim. Neo.Tax hires people who can hold an eligibility line, not only people who can maximize a number.
Example
Sample experience block: Enterprise Account Executive
Illustrative for Neo.Tax. Replace every line with your work. Do not invent claim amounts, client names, or credentials. Shape it to US R&D tax credit (Section 41); Section 174 capitalization.
- Supported US R&D tax credit (Section 41) work at Account Executive level, including own enterprise territory of Fortune 2000 prospects with meaningful R&D profiles
- Documented technical interviews and turned them into a narrative a reviewer at a firm like Neo.Tax could use.
- Checked the file against this requirement: Proven enterprise SaaS or fintech sales track record
- Tracked more than one engagement in United States (remote/hybrid) without dropping the eligibility line between drafts.
- Wrote down what was routine and stayed out of the claim, and why.
Before you apply
Maya's notes
- Apply on this page with your resume. Maya forwards it to Neo.Tax and writes back quoting what you uploaded.
- The employer link is still there if you also want to apply on their site. Do not submit two conflicting stories.
- Read the firm profile for Neo.Tax on the Index. Unclaimed does not mean the job is closed.
- This preparation is from the public posting. It is not Neo.Tax's interview script and not tax advice.
Answers
Questions candidates ask
- How do I apply for Enterprise Account Executive at Neo.Tax?
- Use the apply form on this Credit Index page. Attach a PDF resume and a short note. Maya reads the file, thanks you in a note that quotes what you sent, and forwards the package to Neo.Tax. She will do her best to make sure the right person there is alerted. You can also use the employer site link.
- Where is the Enterprise Account Executive role based?
- Neo.Tax lists United States (remote/hybrid). Workplace pattern on this index row is remote. Confirm both on the live posting before you relocate or promise remote.
- What programs does this Neo.Tax role cover?
- Signals from the posting: US R&D tax credit (Section 41); Section 174 capitalization. Ask the employer if a second regime is in scope. Do not assume every incentives product sits in this seat.
- What should my resume show for Enterprise Account Executive?
- Lead with Proven enterprise SaaS or fintech sales track record and a duty you actually did: Own enterprise territory of Fortune 2000 prospects with meaningful R&D profiles The sample block on this page is a shape, not text to copy.
- Does The Credit Index hire for this job?
- No. Neo.Tax is the hiring firm. Credit Index indexes the role and Maya forwards your resume. Index team roles are only under Join the Index.
- What happens after I submit?
- You get an email from Maya that quotes your resume and your note. Neo.Tax gets a forward with the same specifics. Maya will do her best to alert the right person. She cannot promise an interview.
Informational listing only. Not tax advice. All careers.