Sales Manager – Financial Services - Business Solutions

Sales Manager – Financial Services & Business Solutions

Our client, a rapidly growing accounting, tax, and business advisory firm, is looking for a driven Sales Manager to lead new business development and help expand its client portfolio. This is an opportunity for a consultative sales professional who enjoys building relationships with business owners and delivering value-driven solutions.

• Generate new business opportunities through networking, referrals, outbound prospecting, and strategic partnerships
• Meet with small and mid-sized business owners to understand their needs and recommend tailored solutions
• Sell a portfolio of services including tax, accounting, bookkeeping, payroll, CFO advisory, and business consulting
• Manage the full sales cycle from prospecting through closing
• Build and maintain a healthy sales pipeline using CRM tools
• Collaborate with internal accounting and client success teams to ensure a seamless onboarding experience
• Develop long-term client relationships that drive recurring revenue and referrals
• Consistently meet or exceed sales targets and growth objectives

• 5+ years of B2B sales or business development experience
• Experience selling professional services such as accounting, financial services, payroll, HR, insurance, banking, or business consulting
• Proven track record of generating new business and closing deals
• Strong communication, presentation, and relationship-building skills
• Self‑motivated with an entrepreneurial mindset and a consultative sales approach
• CRM experience required

This is an excellent opportunity to join a growing organization where you'll have the autonomy to build relationships, drive revenue, and make a meaningful impact while earning uncapped commissions.

• Frisco, TX

• Accounting, tax, financial services, payroll, HR, insurance, banking, or business consulting

• 5+ years of B2B sales or business development experience
• Experience selling professional services (accounting, financial services, payroll, HR, insurance, banking, or business consulting)
• Full sales cycle experience (prospecting through close)
• CRM experience

• Experience selling to small and mid-sized businesses (SMBs)
• Existing local network in the Frisco/Dallas market
• Experience with consultative or solution-based selling
• Experience working with accounting or advisory firms

• No experience selling professional services
• No new business development or hunting experience
• No CRM experience
• Not willing to work hybrid in the Frisco, TX area