VP of Sales

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

📋 Description

• Successfully acquire new business, establish referral networks, and contribute to the development of sales strategies.

• Activate and enhance referral partnerships with CFOs, CPA and professional services firms, private equity, attorneys, bankers, wealth advisors, and CEO peer groups.

• Represent Preferred CFO at associations, CEO peer groups, industry events, and speaking engagements.

• Define and secure fractional CFO, controller, and HR projects for owner-operated companies typically earning between $3M and $100M in revenue.

• Lead discovery discussions to pinpoint financial requirements such as cash flow, forecasting, capital raising, and exit preparedness.

• Create customized proposals and finalize engagements with integrity.

• Collaborate with the founder on larger strategic initiatives.

• Gradually take ownership of the new business pipeline.

• Assist in formulating the annual sales plan, targeting segments, ideal client profiles, channel distribution, and revenue objectives.

• Provide market insights on service packaging, pricing, positioning, competition, and industry trends.

• Establish pipeline activities and conversion metrics, define stages, and forecast within HubSpot.

• Strengthen existing referral channels and cultivate new ones.

• Collaborate with CFOs, marketing partners, and the broader team to ensure seamless client scoping and transition.

• Report directly to Founder & CEO Jerry Vance.

• Opportunity to develop the Preferred CFO sales function alongside revenue growth.

⛳️ Requirements

• Established connections with CEOs, business owners, CFOs, CPA and professional services firms, private equity professionals, attorneys, bankers, or business proprietors.

• Active participation in relevant associations and peer groups such as Vistage, EO, YPO, ACG, FEI, and state CPA societies.

• Over 7 years of experience in B2B sales or business development.

• Proven history of personally closing professional, financial, or advisory services to business owners and CEOs.

• Track record of converting relationships into referrals and secured business.

• Financial literacy, including the ability to interpret a P&L, balance sheet, and cash flow statement.

• Self-motivated, resilient, and thrives in growth-stage uncertainty.

• High integrity with a consultative sales approach.

• Results-oriented and capable of collaborating closely with others.

• Experience in selling fractional or outsourced CFO services, accounting, HR, or consulting services is highly advantageous.

• Experience in crafting and executing a sales plan, demonstrating pipeline discipline and reliable forecasting is a plus.

• Experience in leading or mentoring sales personnel is a plus.

• Familiarity with Sandler or other structured sales training methodologies is a plus.

• Proficiency in HubSpot and Google Workspace is beneficial.

• A bachelor's degree in business, finance, or a related discipline is preferred; an MBA is a plus.

• Experience as an owner-operator in building and selling a services firm is welcome.

• Must possess legal authorization to work in the U.S. for any employer.

🏝️ Benefits

• Health, Dental, and Vision Insurance, including options for fully covered employee-only health and dental plans.

• Company-paid Life and Long-Term & Short-Term Disability Insurance.

• Supplemental life insurance, critical illness, and accident insurance available.

• Classic Safe Harbor 401(k) Plan with employer contributions.

• Opportunities for professional growth, learning, and development.

• Access to Becker and LinkedIn Learning resources.

• Commission opportunities available.

• Remote work options within the U.S.

• Travel as necessary for client meetings, channel partner events, and team collaboration in Utah.