Vice President of Sales – Financial Services Outsourcing

This is a fully remote position, open to applicants in California.

📋 Description

• Take ownership and implement the U.S. sales strategy across accounting, tax, valuation, financial due diligence, and investment banking support.

• Identify, pursue, and secure new business with small and mid-market clients, guiding them from initial outreach to signed engagement.

• Establish and nurture relationships with private equity and investment banking firms, startup incubators, CFOs, CPA firms, fractional CFO practices, and valuation companies.

• Develop channel partnerships to generate recurring referral revenue.

• Represent the firm at industry events and conferences.

• Collaborate with marketing and leadership on positioning and growth objectives.

• Manage pipeline, forecasting, and market insights.

• Recruit, mentor, and expand the U.S. sales team as the business evolves.

⛳️ Requirements

• 6–14 years of experience in business development/sales within financial services outsourcing.

• Demonstrated success in selling offshore/global delivery models.

• Proven consultative selling experience with sophisticated financial buyers.

• Strong communication and negotiation skills; able to establish credibility with CFOs, partners, and managing directors.

• Entrepreneurial mindset, self-motivated, and comfortable building operations remotely from the ground up.

• Bachelor's degree in business, finance, or a related field.

• Must be authorized to work in the U.S.

• Preferred: MBA or an equivalent advanced degree.

• Preferred: An active network among CPA firms, private equity/investment banking, and knowledge-services buyers.

• Preferred: Experience as an initial or early sales hire responsible for developing a playbook and team.

🏝️ Benefits

• Uncapped incentives based on performance.

• Fully remote working environment.

• Occasional travel for client meetings and events.

• Opportunity for a founding-seat influence and direct partnership with executive leadership.

• Support from an established global delivery platform.