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Capstan Tax Strategies · 2 hours ago

Regional Director of Sales - East Coast

United States

Full-time

Remote

Director/Executive

7+ years exp

Capstan Tax Strategies is a dedicated team delivering expert tax consulting services with a focus on clear and warm communication. The Regional Director of Sales will drive revenue growth by executing a sales plan, managing a high-performing sales team, and developing strategic partnerships to expand market presence.

Asset ManagementCommercial Real EstateConsulting

Hiring Manager

Michael Breeze

Responsibilities

Drive regional revenue growth by developing and executing a sales plan that targets clients across assigned territory

Build and manage a high-performing sales team, providing coaching, pipeline reviews, and accountability to consistently meet and exceed goals

Develop strategic partnerships with companies and industry associations to generate referral business and expand market presence

Educate prospects and partners on the financial benefits and compliance requirements of Cost Segregation, Energy Incentives, and R&D Tax Credits through consultative selling

Monitor market trends and competitive activity to identify new opportunities, adjust territory strategy, and provide actionable insights to senior leadership

Collaborate cross-functionally with marketing, technical tax experts, and client services teams to ensure smooth onboarding, high client satisfaction, and strong renewal/retention rates

Qualification

Sales managementConsultative salesFinancial principlesStrategic partnershipsMarket trend analysisTech-savvyTeam collaborationClient focusCommunication skills

Required

Bachelor's degree in a relevant field or equivalent experience

Proven track record in consultative sales, ideally in the financial or tax industry

5–7 years of proven sales management experience (with 7–10 years total sales experience), ideally in consultative or financial services, with a track record of building and leading high-performing teams

Existing relationships and networks with CPA firms and financial partners

Strong understanding of finance and tax principles

Excellent communication skills, both written and verbal