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Acclarity · 1 day ago

Sales Director

United States

Full-time

Remote

Lead/Staff

Acclarity is a premier accounting services firm dedicated to helping clients optimize their financial strategies and achieve long-term success. They are seeking a proactive Business Development/Sales Representative responsible for generating new business opportunities and expanding client relationships within the accounting services sector.

Business DevelopmentFinancial ServicesManagement ConsultingProfessional ServicesRisk Management

Responsibilities

Leverage your existing book of business and network to identify and secure new clients for the firm

Proactively generate qualified leads through outreach, cold calling, networking, and strategic partnerships

Identify client needs, develop solutions, and present tailored accounting services to prospects

Develop and execute sales strategies to build a robust sales pipeline focused on acquiring new business

Work closely with account teams to uncover large cross-sell opportunities and increase the breadth of services provided

Identify areas within current accounts where additional services or solutions can be introduced

Collaborate with internal teams to create compelling proposals that expand service offerings to existing clients

Track and manage large cross-sell opportunities, ensuring successful engagement and the realization of sales targets

Manage the entire sales process from lead generation to closing deals

Maintain accurate records of all prospects, opportunities, and interactions within the firm’s CRM system

Ensure timely follow-ups and maintain consistent communication with prospects and clients throughout the sales cycle

Provide regular updates to senior leadership on sales progress, challenges, and successes

Cultivate and maintain strong relationships with key decision-makers, including CFOs, CEOs, and other senior executives within target industries

Leverage your professional network and industry knowledge to identify and nurture high-value prospects

Represent the firm at industry events, networking functions, and trade shows to promote the company’s services and build brand awareness

Collaborate with the sales team to ensure alignment on sales strategies, targets, and client needs

Work with the marketing team to provide feedback on lead quality, messaging, and promotional efforts

Share insights with leadership and marketing teams to refine sales strategies and drive growth

Qualification

Business DevelopmentSales StrategiesAccounting ServicesCRM SoftwareNetworkingSolutions-oriented MindsetBachelor's DegreeCommunication SkillsNegotiation SkillsPresentation SkillsOrganizational Skills

Required

Proven experience in business development, sales, ideally within the accounting or professional services industry

A strong network and established book of business, with a demonstrated ability to bring in new clients

Excellent communication, presentation, and negotiation skills, with the ability to build strong client relationships

Strong understanding of accounting services and the ability to clearly articulate the value proposition to potential clients

A proactive, self-motivated, and results-driven individual who thrives in a target-driven environment

Exceptional organizational skills and the ability to manage multiple opportunities at once

Experience using CRM software (e.g., Salesforce) to track leads, opportunities, and client interactions

A solutions-oriented mindset, with the ability to identify client needs and craft tailored solutions

Bachelor's degree in Business, Accounting, or a related field is preferred

Preferred

Bachelor's degree in Business, Accounting, or a related field is preferred

Benefits

Comprehensive benefits package including health, dental, and retirement plans.

Company

Acclarity

At Acclarity, we give numbers meaning, helping businesses sharpen decision-making and strengthen business results through our people-powered accounting, financial, and technology solutions tailored to the needs of the Office of the CFO.

Founded in 2015