Financial Planning and Analysis

• Identify and approach companies that may require accounting, audit, tax, bookkeeping, or financial advisory services
• Generate leads through cold calling, LinkedIn, email outreach, networking, and referrals
• Connect with business owners, CEOs, CFOs, finance managers, and other decision-makers
• Conduct discovery calls to understand prospects’ financial, operational, and compliance requirements
• Qualify opportunities based on business needs, urgency, budget, and decision-making authority
• Coordinate with the technical team to prepare accurate proposals and scopes of work
• Present solutions, handle objections, negotiate terms, and close contracts
• Manage follow-ups and maintain an organized sales pipeline
• Update activities, opportunities, and outcomes in the CRM
• Support onboarding and handover of newly signed clients
• Identify upselling and cross-selling opportunities with existing clients
• Achieve monthly and quarterly sales and revenue targets

Financial Planning and Analysis jobs in Jordan

Full-Cycle Sales Executive – Accounting, Audit & Financial Services