VP of Sales

Current

. Personally win new business, build referral channels, and help shape sales strategy .

Posted 11/11/2026full-timeRemote • United StatesLead💰 $175,000 - $250,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in B2B sales and business development, with a strong network of CEOs and CFOs. Proven ability to close engagements in financial services and develop strategic sales plans while maintaining high integrity and consultative sales practices.

Highest-signal resume keywords

B2B Sales ExperienceFinancial FluencySales Plan DevelopmentHubSpot ProficiencyConsultative Sales Style

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Closing Professional ServicesFinancial Statement AnalysisSales Pipeline ManagementProposal DevelopmentReferral Relationship Building

Soft Skills

Self-DirectedResilientResults-DrivenCollaborativeIntegrity

Tools & Technologies

HubSpotGoogle Workspace

Certifications & Qualifications

Bachelor's Degree in BusinessMBA

Industry Keywords

CFO ServicesProfessional ServicesPrivate EquityBusiness DevelopmentSales Strategy

About the role

Key responsibilities & impact

Personally win new business, build referral channels, and help shape sales strategy
Activate and grow referral relationships with CFOs, CPA and professional services firms, private equity, attorneys, bankers, wealth advisors, and CEO peer groups
Represent Preferred CFO in associations, CEO peer groups, industry events, and speaking opportunities
Scope and close fractional CFO, controller, and HR engagements for owner-led companies typically generating $3M to $100M in revenue
Lead discovery conversations to identify financial needs such as cash flow, forecasting, capital raises, and exit readiness
Develop tailored proposals and close engagements with integrity
Partner with the founder on larger and strategic pursuits
Take gradual ownership of the new-business pipeline
Help shape the annual sales plan, target segments, ideal client profile, channel mix, and revenue targets
Provide market feedback on service packaging, pricing, positioning, competitors, and industry trends
Establish pipeline activity and conversion metrics, stage definitions, and forecasting in HubSpot
Strengthen existing channels and develop new referral channels
Partner with CFOs, marketing partners, and the broader team to ensure smooth client scoping and handoff
Report directly to Founder & CEO Jerry Vance
Opportunity to build the Preferred CFO sales function as revenue grows

Requirements

What you’ll need

Established network of CEOs, business owners, CFOs, CPA and professional services firms, private equity professionals, attorneys, bankers, or business owners
Active involvement in relevant associations and peer groups such as Vistage, EO, YPO, ACG, FEI, and state CPA societies
7+ years of B2B sales or business development experience
Track record of personally closing professional, financial, or advisory services sold to business owners and CEOs
Track record of turning relationships into referrals and closed business
Financial fluency, including ability to read a P&L, balance sheet, and cash flow statement
Self-directed, resilient, and energized by growth-stage ambiguity
High integrity and consultative sales style
Results-driven and able to work closely with others
Experience selling fractional or outsourced CFO services, accounting, HR, or consulting services is a strong plus
Experience building and executing a sales plan, with pipeline discipline and reliable forecasts is a plus
Experience leading or coaching salespeople is a plus
Sandler or other structured sales training is a plus
HubSpot and Google Workspace proficiency are a plus
Bachelor's degree in business, finance, or a related field is a plus; MBA is a plus
Owner-operator experience building and selling a services firm is welcomed
Must be legally authorized to work in the US for any employer

Benefits

Comp & perks

Health, Dental, and Vision Insurance, with options for fully paid employee-only health and dental coverage
Company-Paid Life and Long-Term & Short-Term Disability Insurance
Supplemental life insurance, critical illness, and accident insurance
Classic Safe Harbor 401(k) Plan with employer contributions
Professional growth, learning, and development opportunities
Access to Becker and LinkedIn Learning
Commission opportunities
Remote work within the U.S.
Travel as needed for client meetings, channel partner events, and time with the team in Utah