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Job TitleSales 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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