Potomac

Outside Sales

• Lead, manage, and hold the External Sales team accountable for KPIs, activity standards, pipeline objectives, and revenue goals
• Establish territory reviews, pipeline reviews, coaching sessions, and performance discussions
• Set priorities, expectations, and execution standards
• Identify performance gaps and develop future sales leaders
• Own measurement, reporting, and review of External Sales KPIs
• Monitor advisor engagement, sales activity, pipeline health, opportunity progression, sales outcomes, and expense management
• Partner with Revenue Operations to improve reporting, forecasting, CRM accuracy, and performance visibility
• Use data and analytics to drive accountability and coaching
• Coach Externals on prospecting, advisor meetings, opportunity management, sales messaging, and territory execution
• Travel alongside Externals to provide real-time coaching and validate field execution
• Support onboarding, training, and ongoing professional development
• Ensure consistent execution of Potomac’s sales process across territories
• Review advisor opportunities and conduct CRM, email, call, and meeting reviews to improve conversion, follow-up, and process adherence
• Oversee External rotation schedules, territory alignment, and advisor coverage strategies
• Evaluate rotation effectiveness and adjust territory plans based on results and market opportunities
• Partner with Internal Sales, Marketing, Revenue Operations, Portfolio Management, Operations, and Compliance to drive growth and advisor satisfaction
• Align field activity with firmwide growth initiatives, campaigns, and strategic priorities
• Create feedback loops between the field and broader organization
• Support scalable sales processes and continuous improvement initiatives

Explore Director of External Sales at Potomac. Review requirements and application details.