Drive revenue through strategic partnerships across the United States while building and managing a high-performing sales team.
Actively generate new business, build and manage your own pipeline, and close strategic opportunities while also managing team performance, accountability, and development.
Represent the company at conferences, industry events, webinars, and association meetings, leading presentations and converting engagement into qualified pipeline and closed business.
Lead full-cycle sales efforts, including discovery, solution development, proposal creation, negotiation, and closing.
Maintain a strong pulse on market trends, buyer behavior, and competitive activity, adjusting sales strategy to stay ahead of industry shifts.
Manage, develop, and drive performance of the sales team to achieve individual and collective revenue goals.

5+ years of progressive sales experience, with at least 3 years in a management role
preferably in consulting, tax advisory, or professional services.
Proven track record of both individual revenue generation and managing teams to exceed sales targets.
Demonstrated success in lead generation, conference selling, and converting presentations into closed revenue.
Experience selling multiple service offerings and building customized solutions across a diverse portfolio.
Strong business acumen with the ability to engage CPA firms, finance leaders, HR executives, and C-level stakeholders.
Demonstrated ability to operate in fast-paced, high-growth environments with sustained year-over-year sales growth.
Strong understanding of pipeline management, sales metrics, and conversion drivers with a data-driven approach to performance improvement.
Proficiency with CRM systems (Salesforce preferred), sales outreach tools, and analytics platforms.
Excellent communication, negotiation, and relationship-building skills.
Bachelor’s degree required; MBA or equivalent management experience preferred.

Hybride Work Schedule: 3 days in-office (Galleria area), 2 days remote for flexibility and work-life balance.
Convenient Location: Modern office in Houston’s Galleria district with paid garage parking covered by the company.
Professional Growth: Learn directly from industry-leading experts and senior tax professionals through interactive team collaboration and hands-on client exposure.
Comprehensive Benefits Package: Competitive medical, dental, and vision insurance coverage.
Employer-matched 401(k) retirement plan.
Paid time off, holidays, and additional incentive programs.
Continuing education and professional development opportunities.
Engaged Culture: Collaborative, inclusive, and innovation-driven environment where ideas and teamwork fuel success.

Associate Director, Business Development – Advisory Services

Key skills