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About the role
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
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Own the full sales cycle — pipeline, closing, onboarding handoff, and retention/expansion
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Build and optimize an MRR-first model with tight packaging, pricing, and scope boundaries
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Personally implement automation and AI tools to increase monthly closes and sales efficiency
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Lead sales meetings, ops meetings, scorecard reviews, and monthly KPI reviews with the Owner
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Manage and develop direct reports — Lead Qualifier and Operations Analyst
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Build and maintain SOPs, templates, and checklists to ensure repeatable, scalable results
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Track and report KPIs including MRR mix, client retention, close rate, and pipeline coverage
Maintain a strong Google Maps presence and client-facing visibility
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Handle sensitive client and company information with strict confidentiality
Required Qualifications
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Proven 0→1 sales track record — you have scaled a services business from early stage to $1M–$5M in revenue
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Experience selling monthly recurring services such as bookkeeping, accounting, fractional CFO, IT managed services, or similar
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Demonstrated team leadership experience managing teams of 3–10 people
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Strong scorecard discipline — you manage performance through KPIs and numbers
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Experience managing distributed or global teams across time zones
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Comfortable in a lean, fast-moving environment with minimal management layers
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Experience working with US-based clients
Preferred Qualifications
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Background in building or managing referral and partner channels
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Prior experience in accounting, finance, consulting, or B2B professional services sales
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Familiarity with transitioning businesses from one-off project models to recurring revenue
Tools & Technology
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ClickUp, Canopy, Google Workspace (Docs, Sheets, Meet, Drive)
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QuickBooks Online (QBO), Xero, Digits
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UltraTax / Pro Connect
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AI and automation tools for sales workflows
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CRM and sales engagement platforms
Hiring process
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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