Senior Business Manager

About Neil Jesani Advisors:The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.Neil Jesani Advisors (NJA) is a national tax and advisory firm serving high-net-worth individuals, business owners, and mid-market companies throughout the United States. Our multidisciplinary team of CPAs, tax attorneys, IRS Enrolled Agents, CFPs, and fractional CFOs delivers integrated tax strategy, tax compliance, accounting, tax resolution, and business advisory services.Headquartered in Sunrise, Florida, with an additional office in Las Vegas, NJA combines deep technical expertise with a high-touch client experience. For more than 20 years, we have built our reputation on responsiveness, integrity, and strategic solutions that help clients protect and grow their wealth and businesses. We value accountability, entrepreneurial thinking, professional development, and a results-driven approach to serving our clients.About the RoleNeil Jesani Advisors is seeking an experienced, results-oriented Senior Business Manager (SBM) to join our growing sales organization. This role is responsible for managing the sales process from initial prospect engagement through closing, with a primary focus on converting inbound leads into new clients.The Senior Business Manager will manage an active sales funnel, engage with prospective clients, coordinate with NJA's tax and advisory professionals, and guide qualified prospects through our consultative sales process. Success in this role requires strong relationship-building skills, disciplined pipeline management, effective follow-up, and the ability to communicate the value of sophisticated tax and advisory solutions to high-net-worth individuals and business owners.This is an opportunity for a proven sales professional who can take ownership of a pipeline, prioritize opportunities, maintain accurate CRM records, and consistently convert qualified prospects into revenue.Key Responsibilities:Inbound Sales & Lead ConversionRespond promptly to inbound leads and engage prospective clients to understand their needs, business objectives, and financial challenges.Qualify prospects, assess their fit for NJA's services, and determine appropriate next steps in the sales process.Conduct discovery conversations and guide prospects through the firm's consultative sales process.Clearly communicate the value of NJA's tax strategy, tax advisory, business CFO, tax resolution, and related professional services.Coordinate with internal tax and advisory professionals to ensure prospects receive the appropriate expertise and recommendations.Proactively follow up with prospects to advance opportunities, address objections, and secure signed engagement agreements.Maintain a high standard of professionalism, responsiveness, and service throughout the sales process.Sales Funnel & Pipeline ManagementOwn and manage an active sales funnel from initial inquiry through qualification, consultation, proposal, engagement agreement, and close.Maintain consistent follow-up with prospects at every stage of the sales cycle to minimize stalled opportunities and maximize conversion rates.Prioritize leads and opportunities based on qualification, engagement, timing, and potential revenue.Maintain accurate, timely records of all prospect interactions, activities, next steps, and deal stages in HubSpot.Monitor pipeline health, identify bottlenecks, and take corrective action to keep opportunities progressing.Maintain reliable sales forecasts and reporting, including pipeline value, conversion rates, outstanding engagement agreements, and closed revenue.Take ownership of assigned leads and ensure each opportunity receives appropriate attention and follow-through.Revenue Generation & ClosingMeet or exceed established sales, production, and new-client acquisition targets.Negotiate engagement terms within established company guidelines and successfully close qualified opportunities.Identify opportunities to expand client relationships through additional NJA services when appropriate.Develop referral opportunities and cultivate long-term relationships with clients and professional contacts.Maintain a strong balance between revenue generation, prospect experience, and long-term client value.Partner with tax advisors, CPAs, tax attorneys, and other internal professionals to support a smooth transition from prospect to client.Participate in sales meetings, coaching, training, and performance reviews to continuously improve results.Qualifications5+ years of successful sales experience, preferably selling professional services such as tax, accounting, financial services, consulting, business advisory, or other complex B2B or high-value solutions.Bachelor's degree in Business Administration, Finance, Accounting, or a related field.Demonstrated success meeting or exceeding sales quotas, revenue goals, or new-client acquisition targets.Proven ability to manage a sales pipeline and move opportunities through a structured sales process from initial contact to close.Experience converting inbound leads into paying clients, with strong follow-up and opportunity-management skills.Excellent verbal and written communication, presentation, negotiation, and objection-handling skills.Strong organizational skills and the ability to manage multiple active opportunities without losing momentum.Experience using CRM platforms to manage leads, document activities, track deal stages, and forecast revenue. HubSpot experience is a plus.Ability to understand client needs, identify opportunities, and communicate the value of complex professional services.A self-directed, accountable, and entrepreneurial mindset, with a strong sense of urgency and ownership.What We OfferAt Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients — and your future teammates — deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities.If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. xhyhwjd Our comprehensive benefits include:401(k) matchFull healthcare coverage15 days of PTO (on top of 10 major public holidays and others)And moreEqual Opportunity EmployerNeil Jesani Advisors is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.