About the role
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Job Title Sales Lead
Location Remote
Time Zone Core Hours: 10:00 AM – 3:00 PM Central Time (CT)
Role Overview We are seeking an experienced Sales Lead to own and build the end-to-end revenue engine for a growing SMB-focused accounting firm. This is a 0-to-1 role — you're not supporting sales, you are the growth. You'll close long-term clients, improve the sales process, implement automation and AI, and help transition the business from a project-based model to a predictable monthly recurring revenue (MRR) model. If you've scaled a services business before and thrive in a scrappy, high-ownership environment, this role is for you.
Key Responsibilities
- Own the full sales cycle — pipeline, closing, onboarding handoff, and retention/expansion
- Build and optimize an MRR-first model with tight packaging, pricing, and scope boundaries
- Personally implement automation and AI tools to increase monthly closes and sales efficiency
- Lead sales meetings, ops meetings, scorecard reviews, and monthly KPI reviews with the Owner
- Manage and develop direct reports — Lead Qualifier and Operations Analyst
- Build and maintain SOPs, templates, and checklists to ensure repeatable, scalable results
- Track and report KPIs including MRR mix, client retention, close rate, and pipeline coverage
- Develop referral and partner channels (accounting firms, CFOs, attorneys, lenders, brokers, etc.)
- Maintain a strong Google Maps presence and client-facing visibility
- Handle sensitive client and company information with strict confidentiality
Required Qualifications
- Proven 0→1 sales track record — you have scaled a services business from early stage to $1M–$5M in revenue
- Experience selling monthly recurring services such as bookkeeping, accounting, fractional CFO, IT managed services, or similar
- Demonstrated team leadership experience managing teams of 3–10 people
- Strong scorecard discipline — you manage performance through KPIs and numbers
- Experience managing distributed or global teams across time zones
- Comfortable in a lean, fast-moving environment with minimal management layers
- Experience working with US-based clients
Preferred Qualifications
- Background in building or managing referral and partner channels
- Prior experience in accounting, finance, consulting, or B2B professional services sales
- Familiarity with transitioning businesses from one-off project models to recurring revenue
Tools & Technology
- ClickUp, Canopy, Google Workspace (Docs, Sheets, Meet, Drive)
- QuickBooks Online (QBO), Xero, Digits
- UltraTax / Pro Connect
- AI and automation tools for sales workflows
- CRM and sales engagement platforms
Please NOTE It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps—the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles.
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