- Location
- Aventura, FL, United States
- Workplace
- Remote
- Employment
- Full time
- Level
- Manager
- Posted
- 14 October
About this role
About the Company
At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.
We are seeking a dynamic and results-driven Sales Executive to join our team and play a key role in expanding our client base. As a Sales Executive specializing in fractional CFO services, you will be responsible for identifying and cultivating new business relationships with small businesses seeking expert financial guidance.
We want a candidate who has a desire to grow and take on more responsibility over time.
Key Responsibilities:
Find prospects and close business. Work with the team to dramatically increase revenue.
Respond timely to requests for information and drive the leads to a close/conclusion.
Generate business from networking and prospecting.
Conduct initial consultations to understand clients' financial needs, challenges, and goals.
Present our fractional CFO services as tailored solutions to address clients' financial needs effectively.
Build and maintain strong, long-lasting client relationships.
Develop and implement a sales strategy to meet and exceed sales targets.
Stay updated on industry trends, competitor offerings, and market changes to refine your sales approach.
Create and utilize effective sales collateral, presentations, and proposals to showcase our services.
Lead negotiations, overcome objections, and close deals with prospective clients.
Maintain accurate records of sales activities, client interactions, and sales pipeline using CRM tools.
Qualifications:
Bachelor's degree in Business, Finance, or a related field (MBA preferred).
Must have effective verbal and written communication skills.
Must be able to articulate ideas clearly, listen actively, and adapt the communication style to different audiences.
Must be able to build and maintain relationships with prospective clients.
Must be personable, empathetic, and able to connect with others to establish trust and rapport.
Must have high ethical standards, including honesty and integrity. Undersell and overdeliver.
Have a good knowledge of business financial documents (Profit & Loss, Balance Sheet, Cash Flow).
Must be self-motivated and self-managing. Must possess effective time management skills to prioritize tasks, focus on high-value activities, and meet deadlines.
Must be able to work in a remote (home) office.
Must be able to flush-out objections and manage/overcome them.
Must be Google office/tools proficient.
Must be organized - Hubspot (CRM) experience helpful.
Must be resilient and able to bounce back from setbacks, learn from failures, and maintain a positive attitude.
Proven track record of success in B2B sales to small companies.
Exceptional communication and presentation skills.
Ability to build rapport and establish trust with clients.
Willingness to stay up to date with industry trends and best practices.
Compensation & Benefits
The total rewards package at Current includes base salary and benefits.
Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.
We provide a robust benefits package, including:
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term & Short-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Equal Opportunity
We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.
As published by Current. Applications are handled on their site.
Skills this posting mentions
About Current
Current is the premier strategic business partner to entrepreneurial accounting and professional services firms. We’re building a modern advisory platform, a collaborative national network of over 30 futurist firms who anticipate opportunities for their clients and advise on what’s next. We believe in and prioritize our partner firms’ autonomy, brands, and local authority. Our partners keep control and share in long-term value, while gaining access to enterprise-level technology and resources that accelerate growth and shift focus toward higher-value work. We call this partner equity, and we are the only national accounting platform that fosters each firm’s individual agency. Building on the success of Crete Professionals Alliance, Current is the next stage for the Accounting Today top ranked firm. Crete Professionals Alliance, LLC d/b/a Current ("Current") is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Current Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Current does not provide services to clients.
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Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.
01Drop your resume
A PDF or a LinkedIn URL. About a minute, once.
02I rank the openings
Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.
03Each one is written up
Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.
- New matches ranked and written before you are up.
- Every bullet stays inside what your history supports. Nothing invented.
- Queued, submitted, interviewing, offer: one screen, not a spreadsheet.
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