Account/Sales Executive

Preferred CFO is an outsourced/fractional CFO firm providing premium finance, accounting and human resource assistance to growing and emerging companies. The Sales Executive will play a key role in expanding the client base by identifying and cultivating new business relationships with small businesses seeking expert financial guidance.

Responsibilities:

• Find prospects and close business. Work with the team to dramatically increase revenue
• Respond timely to requests for information and drive the leads to a close/conclusion
• Generate business from networking and prospecting
• Conduct initial consultations to understand clients' financial needs, challenges, and goals
• Present our fractional CFO services as tailored solutions to address clients' financial needs effectively
• Build and maintain strong, long-lasting client relationships
• Develop and implement a sales strategy to meet and exceed sales targets
• Stay updated on industry trends, competitor offerings, and market changes to refine your sales approach
• Create and utilize effective sales collateral, presentations, and proposals to showcase our services
• Lead negotiations, overcome objections, and close deals with prospective clients
• Maintain accurate records of sales activities, client interactions, and sales pipeline using CRM tools

Requirements:

• Bachelor's degree in Business, Finance, or a related field (MBA preferred)
• Must have effective verbal and written communication skills
• Must be able to articulate ideas clearly, listen actively, and adapt the communication style to different audiences
• Must be able to build and maintain relationships with prospective clients
• Must be personable, empathetic, and able to connect with others to establish trust and rapport
• Must have high ethical standards, including honesty and integrity. Undersell and overdeliver
• Have a good knowledge of business financial documents (Profit & Loss, Balance Sheet, Cash Flow)
• Must be self-motivated and self-managing. Must possess effective time management skills to prioritize tasks, focus on high-value activities, and meet deadlines
• Must be able to work in a remote (home) office
• Must be able to flush-out objections and manage/overcome them
• Must be Google office/tools proficient
• Must be organized - Hubspot (CRM) experience helpful
• Must be resilient and able to bounce back from setbacks, learn from failures, and maintain a positive attitude
• Proven track record of success in B2B sales to small companies
• Exceptional communication and presentation skills
• Ability to build rapport and establish trust with clients
• Willingness to stay up to date with industry trends and best practices