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

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Forward this resume to Neo.Tax

Upload a text-based PDF for Enterprise Account Executive. Maya reads it, writes you a note that quotes what you uploaded, and forwards the package to Neo.Tax. She will do her best to alert the right person.

  1. 1. Maya reads your PDF
  2. 2. You get a quoted note
  3. 3. Neo.Tax gets the forward

Informational forward only. Not an offer of employment. Do not upload tax returns or client confidential files.

Direct answer

Neo.Tax is hiring for Enterprise Account Executive (Account Executive, remote, United States (remote/hybrid)). The seat sits in US R&D tax credit (Section 41); Section 174 capitalization. This page covers what the posting actually asks for, how Neo.Tax tends to interview for it, and how to shape a resume for this file. Apply here with a PDF and Maya will forward it with a note that quotes what you uploaded.

The role

What this job actually is

Enterprise Account Executive is a Account Executive role at Neo.Tax, remote, based in United States (remote/hybrid). The public description centers on US R&D tax credit (Section 41); Section 174 capitalization.

Day-to-day signals from the posting:

  • 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:

Treat the employer page as source of truth if a detail here and there diverges.

  • 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

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 has a firm profile on The Credit Index. Claim status and Index Verified are separate from this opening. An unclaimed profile still means this 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.

For Enterprise Account Executive, interviewers will expect you to separate eligible R&D from routine work under US R&D tax credit (Section 41), 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

    Listed as a requirement for Enterprise Account Executive at Neo.Tax. Put a concrete proof bullet above the fold, not only the phrase.

  • Ability to discuss R&D tax strategy credibly with CFO and tax leaders

    Listed as a requirement for Enterprise Account Executive at Neo.Tax. Put a concrete proof bullet above the fold, not only the phrase.

  • Experience selling into finance, tax, or procurement stakeholders

    Listed as a requirement for Enterprise Account Executive at Neo.Tax. Put a concrete proof bullet above the fold, not only the phrase.

  • Strong pipeline management and consultative selling skills

    Listed as a requirement for Enterprise Account Executive at Neo.Tax. Put a concrete proof bullet above the fold, not only the phrase.

  • Own enterprise territory of Fortune 2000 prospects with meaningful R&…

    This duty appears on the Neo.Tax posting for Enterprise Account Executive. Your resume should show when you personally owned it.

  • Conduct discovery on R&D methodology, Section 174 exposure, and CFO p…

    This duty appears on the Neo.Tax posting for Enterprise Account Executive. Your resume should show when you personally owned it.

  • Close new logo revenue for Neo

    This duty appears on the Neo.Tax posting for Enterprise Account Executive. Your resume should show when you personally owned it.

  • Partner with solutions engineers on ROI and time-to-value presentations

    This duty appears on the Neo.Tax posting for Enterprise Account Executive. Your resume should show when you personally owned it.

Maya

Interview at Neo.Tax

  1. Open with one real engagement that matches Enterprise Account Executive. Name US R&D tax credit (Section 41), who you interviewed, and one thing you excluded from the claim. Scope the story to Account Executive work, not a generic busy season.
  2. Walk a duty they listed: Own enterprise territory of Fortune 2000 prospects with meaningful R&D profiles. Use a real client industry. Do not invent a hypothetical.
  3. If you lack Proven enterprise SaaS or fintech sales track record, say so and show the closest proof. Do not rename a different credential.
  4. Confirm United States (remote/hybrid) and remote out loud. Do not promise remote if the posting says hybrid or on site.
  5. Close on how you review someone else's draft. Delivery quality is the job at Neo.Tax.

Preparation from the public posting. Not the employer's interview script, and not tax advice.

Maya

Resume for this role

  • Lead the first two bullets with US R&D tax credit (Section 41) and a concrete proof line tied to Proven enterprise SaaS or fintech sales track record. Screeners for Enterprise Account Executive rarely read past the fold.
  • Mirror a posted duty in your own facts, not their wording: Conduct discovery on R&D methodology, Section 174 exposure, and CFO p….
  • State United States (remote/hybrid) and remote near the top so a screen does not guess. Neo.Tax listed that pattern on purpose.
  • Drop tools and credentials you cannot defend in a live interview. Weak claims hurt more than an honest gap for Enterprise Account Executive.
  • Add 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 for Enterprise Account Executive

Illustrative shape for Neo.Tax. Replace every line with your work. Do not invent claim amounts, client names, or credentials.

  • 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
  • Ran technical interviews and turned them into a narrative a reviewer at a firm like Neo.Tax could use.
  • Checked each draft against Proven enterprise SaaS or fintech sales track record.
  • Kept more than one live engagement in United States (remote/hybrid) without dropping the eligibility line between files.
  • Wrote down what stayed out of the claim, and why.

Before you apply

Maya's notes

  • Apply on this page with a text-based PDF. Maya reads the file, writes back quoting what you uploaded, and forwards the package to Neo.Tax.
  • Add a short note if something important is not on the resume. She will carry that line into the forward.
  • You can also use the employer site link. Keep one consistent story if you apply both ways.
  • Open the Neo.Tax firm profile on the Index before you apply. Unclaimed does not mean the job is closed.

Answers

Questions candidates ask

How do I apply for Enterprise Account Executive at Neo.Tax?
Use Apply with Maya on this page. Attach a PDF and an optional note. Maya quotes what you sent, forwards the resume to Neo.Tax, and does her best to alert the right person. The employer decides next steps. You can also use the original posting link.
Where is this Neo.Tax 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 role cover?
Signals from the posting: US R&D tax credit (Section 41); Section 174 capitalization. Ask the hiring team if a second regime is in scope. Do not assume every incentives product sits in this seat.
What should my resume emphasize?
Lead with Proven enterprise SaaS or fintech sales track record and a duty you actually owned: Own enterprise territory of Fortune 2000 prospects with meaningful R&…. 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. Roles on The Credit Index team 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 and the PDF. Maya will do her best to alert the right person. She cannot promise an interview.

Informational listing only. Not tax advice. All careers.