One Eagle Advisory is seeking a motivated and results-driven Account Executive to join their growing advisory team. This role involves identifying and developing relationships with companies across various industries, guiding opportunities through the full sales cycle from initial outreach to engagement.

Responsibilities:

Identify and research potential client organizations through strategic prospecting, market analysis, and industry research
Conduct outbound outreach via phone, email, and professional networks to introduce the firm’s advisory services
Engage prospective clients to understand their business objectives, operational challenges, and potential advisory needs
Build and manage a pipeline of qualified opportunities across targeted industries and market segments
Schedule and coordinate discovery calls with senior advisors and legal teams
Support the preparation and delivery of tailored proposals aligned with client goals and priorities
Maintain accurate records of sales activities, pipeline status, and client interactions in the CRM system
Consistently meet or exceed monthly and quarterly sales targets while collaborating with internal teams to support client onboarding

Requirements:

Native or near-native fluency in written and spoken English. Spanish or Mandarin is a plus
2–5+ years of experience in B2B sales, consulting sales, financial services sales, or business development
Strong outbound prospecting and lead generation experience
Confident and professional phone presence with the ability to engage senior decision-makers
Strong consultative selling skills and ability to understand complex business challenges
Excellent interpersonal, communication, and relationship-building skills
Familiarity with CRM platforms such as Salesforce, HubSpot, or similar systems
Strong organizational and time-management skills with the ability to manage multiple opportunities simultaneously
Self-motivated, results-oriented, and comfortable working in a remote environment
Ability to commit to full-time hours with no conflicting employment
Experience selling professional services, financial advisory services, consulting services, or B2B solutions
Experience engaging with senior decision-makers such as founders, executives, or finance leaders
Experience working in a remote sales environment supporting U.S. or international clients

One Eagle Advisory

Open Positions (1)

Sales

Sales Account Executive