VP of Sales

The role

You will win new clients for Preferred CFO, a fractional CFO and HR firm, mainly through your own network of CEOs, CFOs, CPAs, attorneys and business owners. You will also help shape the sales strategy and report directly to the Founder & CEO, Jerry Vance.

What you will do

• Turn your network into pipeline with CFOs, CPA and professional services firms, private equity, attorneys, bankers, wealth advisors and CEO peer groups.
• Represent the firm at associations, CEO peer groups, industry events and speaking opportunities.
• Scope and close new fractional CFO, controller and HR engagements with owner-led companies, typically $3M to $100M in revenue.
• Lead discovery conversations, shape tailored proposals and close with integrity.
• Partner with the founder on larger pursuits and take over the new-business pipeline he carries today.
• Help shape the annual sales plan, target segments, channel mix and revenue targets.
• Give market feedback on service packaging, pricing and positioning.
• Bring pipeline discipline: activity and conversion metrics, stage definitions and forecasting in HubSpot.
• Strengthen existing referral channels and open new ones.
• Work with CFOs and the broader team so new clients are well scoped and handed off smoothly.

Required qualifications

• An established network of CEOs, business owners, CFOs, CPA and professional services firms, private equity, attorneys or bankers, plus active involvement in relevant associations and peer groups.
• 7+ years of B2B sales or business development, with a track record of personally closing professional, financial or advisory services sold to business owners and CEOs.
• A track record of turning relationships into referrals and closed business.
• Financial fluency: can read a P&L, balance sheet and cash flow statement and discuss them with a CEO.
• A self-directed, resilient builder's mindset.
• High integrity and a consultative style.
• Results-driven and a team player who owns the number.

Nice to have

• Experience selling fractional or outsourced CFO services (a strong plus), or accounting, HR or consulting services.
• Experience building and executing a sales plan with pipeline discipline and forecasts.
• Experience leading or coaching salespeople.
• Sandler or other structured sales training.
• HubSpot and Google Workspace proficiency.
• Bachelor's degree in business, finance or a related field; MBA a plus.

Benefits

• Health, dental and vision insurance, with options for fully paid employee-only coverage for health and dental.
• Company-paid life, long-term and short-term disability insurance.
• Supplemental life, critical illness and accident insurance.
• Classic Safe Harbor 401(k) Plan with employer contributions.
• Access to Becker and LinkedIn Learning.
• Professional growth and development opportunities.
• Potential to build the company-wide sales function as revenue grows.
• Exposure to a national network of partner firms through Current.

Before you apply

• Remote role within the U.S. with travel as needed.

About the company

Preferred CFO is an outsourced and fractional CFO firm providing finance, accounting and HR expertise to growing companies. It is a partner firm of Current, a national platform for independent accounting and advisory firms.