Outbound Sales and Business Development Senior Manager

OAG M&A Transaction Services, also known as O'Connell Advisory Group, is a growing transaction advisory and CPA firm seeking an Outbound Sales and Business Development Senior Manager. The role involves owning outbound sales and business development for transaction advisory services, focusing on bringing in deals related to Quality of Earnings reviews and financial due diligence.

Responsibilities:

• Manage your pipeline
• Work warm inbound opportunities generated through our marketing
• Re-engage previous leads, no-shows, and 'not now' prospects during lighter inbound periods
• Execute consistent follow-up through calls, texts, and email until every opportunity reaches a clear outcome
• Maintain clean, organized HubSpot records with detailed notes, tasks, and accurate forecasting
• Own outbound sales and business development for OAG's transaction advisory services, including buy-side and sell-side Quality of Earnings reviews and financial due diligence
• Participate in call reviews, coaching sessions, and roleplay training
• Execute our sales process consistently while bringing your own personality to conversations
• Learn from feedback and quickly implement improvements
• Stay accountable to individual and team performance metrics

Requirements:

• US-based, required
• Professional sales experience with a track record of closing
• No industry knowledge required. We're looking for someone who can sell
• Proven ability to run your own outreach and follow-up without oversight
• Comfortable building out a sales strategy
• Ability to attend in-person events on an ongoing basis
• HubSpot CRM experience is a plus