Sales Director

Job Description

Company Description The ClearPath CPA Solutions is a professional services firm focused on delivering tailored accounting and advisory solutions to businesses and individuals. The organization emphasizes accuracy, transparency, and strong client relationships to support informed financial decision-making. Team members collaborate with clients to streamline processes, improve financial performance, and ensure compliance with relevant regulations. The firm values integrity, reliability, and a consultative approach, creating an environment where sales and client service professionals can contribute directly to business growth.

Role Description The Sales Director is a full-time remote role responsible for leading revenue growth and expanding The ClearPath CPA Solutions’ client base. This role includes overseeing the entire sales cycle, from lead generation and prospecting to proposal development, negotiation, and closing new business. The Sales Director will manage and mentor the sales team, set performance targets, develop sales processes, and collaborate with leadership to align sales strategies with overall business objectives.

Day-to-day responsibilities include building relationships with prospective and existing clients, identifying new market opportunities, coordinating with service delivery teams to ensure a smooth onboarding experience, and monitoring sales metrics to drive continuous improvement. The role also involves contributing to strategic planning, refining sales operations, and representing the company at virtual industry events and meetings.

Qualifications

• Demonstrated proficiency in Sales and Business Development, with a proven track record of meeting or exceeding revenue targets.
• Experience in Sales Operations, including pipeline management, forecasting, and optimizing sales processes and tools.
• Strong Customer Service skills, with the ability to build long-term client relationships and address client needs effectively.
• Team Management experience, including coaching, performance management, and fostering a collaborative, inclusive sales culture.
• Excellent communication, negotiation, and presentation skills, both written and verbal.
• Strong analytical and strategic thinking abilities, with comfort using data and CRM systems to guide decisions.
• Background in professional services, accounting, or financial consulting is highly beneficial.
• Bachelor’s degree in Business, Marketing, Finance, or a related field, or equivalent practical experience.