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Sales Executive for CFO Services

Location: Remote
Compensation: Salary
Reviewed: Wed, Oct 14, 2026
This job expires in: 30 days

Job Summary

To expand the client base, the full-time Sales Executive for CFO Services will identify and cultivate new business relationships with small businesses seeking expert financial guidance while working remotely.

Key Responsibilities
  • Find prospects and close business to dramatically increase revenue
  • Conduct initial consultations to understand clients' financial needs and present tailored CFO services
  • Develop and implement a sales strategy to meet and exceed sales targets while maintaining strong client relationships
Required Qualifications
  • Bachelor's degree in Business, Finance, or a related field (MBA preferred)
  • Proven track record of success in B2B sales to small companies
  • Good knowledge of business financial documents (Profit & Loss, Balance Sheet, Cash Flow)
  • Experience with CRM tools, preferably Hubspot
  • Self-motivated with effective time management skills to prioritize tasks and meet deadlines

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