Head of Sales & Customer Experience
Confidential
Head of Sales & Customer Experience
About the Company
Reputable CPA & business advisory firm
Industry
Accounting
Type
Privately Held
Founded
1959
Employees
1-10
Specialties
- tax
- business valuation and litigation support
- human resources consulting
- executive and professional recruiting
- accounting and assurance
- transaction advisory services
- r&d tax credits
- employee benefit plan audits
- not-for-profit (nfp) audits
- leadership coaching and training
- litigation support services
- compensation consulting
- hr organizational assessments
- and client accounting services
- it
- digital
- hr
- edtech
- fintech
- crypto
- affiliate
- ai
- e-commerce
- c-level
- and hr consulting
About the Role
The Company is seeking a hands-on commercial leader to acquire new clients, grow revenue, and establish a repeatable sales process across international markets. The role owns the full sales cycle, from prospecting and discovery through presentations, negotiation, closing, and coordination of onboarding. Responsibilities include developing go-to-market plans, building strategic client relationships, setting sales targets, and coaching the Sales team while remaining personally accountable for results. The leader will also grow existing accounts, collaborate with Customer Experience to improve the client journey, bring client feedback into service improvements, and report on revenue, pipeline, forecasts, and commercial risks. Candidates should have at least five years of relevant B2B sales, business development, or commercial experience in fintech, banking, payments, or financial services. They should have a record of leading and developing a Sales team while personally generating pipeline, acquiring clients, negotiating, and closing deals. Experience taking solutions to market and selling banking or payment services is required, along with post-sale account development and CRM-based pipeline management and forecasting. Strong commercial judgment, the ability to explain technical offerings and work across internal teams, fluent English, and experience engaging senior decision-makers in international markets are also required.
Hiring Manager Title
Chief Executive Officer (CEO)
Functions
- Sales/Revenue
- Business Development
- Account Management/Optimization
- ...Head of Client Experience About the Company Travel company delivering exceptional experiences for travelers, advisors, and partners.... ...of a Head of Client Experience with a strong background in customer-facing leadership to spearhead the delivery of exceptional...SuggestedRemote work
- ...and support tools ◾Represent the values of Service Over Sales, putting clients’ well-being first ◾Participate in... ...Strong communicator with an interest in finance, education, or social impact ◾Experience in leadership, customer service, or peer mentoring is a plus...SuggestedFull time
$136.44k - $181.91k
...At Lumen, you’ll work on infrastructure customers rely on today and build for what’s next,... ...and shape the future. The Director II Sales, SLED oversees all sales activities... ...or related technology successful sales experience. Five plus years sales management experience...SuggestedFull timeTemporary workLocal area- ...the Expert Network Services group in San Diego. This senior role owns service delivery strategy, expert workforce management, and customer outcomes across a large, virtual organization. You will lead managers, partner with Consumer Group segments and stakeholders, and...Suggested
- ...recommending new and/or specific avenues to improve client care and experience Utilizing interpersonal relationships and communication... ...Collaboration and communication with internal and external customers on a regular proactive basis, including, daily, weekly and/or...SuggestedImmediate start
$115k - $181k
...The Customer Success Manager we're after at KKR can build a CA territory from a list of names and a lot of nerve. Join KKR as a remote... ...Wire Empathy and Team Leadership together so marketing hands sales clean leads Qualify hard, so the manager team only chases real...Remote work$75k - $85k
...clients. This role is responsible for driving customer satisfaction, retention, adoption, and... ...to delivering exceptional customer experiences. This individual will collaborate across... ...Product Management, Finance, Operations, and Sales teams to deliver a seamless customer...Work at officeWorldwide- ...employee, which is always dependent on actual experience, education, qualifications, and other... ...solution! Job Description Summary: The Sales Director works as an integral part to... ...proposal and marketing teams to create customized proposals and communication for prospective...Monday to FridayNight shiftWeekend work
- ...Sales Director, Pipeline Development, Life Sciences, Demand Generation, Commercial StrategyEnsure... ...opportunities with a clearly defined customer need and a defined next action. This is... ...thrive in high-growth environments.What experience does the Director, Pipeline Development...Work at office3 days per week
- ...The Director of Sales – North America Labs is accountable for the overall sales strategy... ...margin discipline, and expand strategic customer relationships. This role directly... ...Minimum of 10 years of progressive B2B sales experience, preferably in testing, inspection, and...Local area
- ...Of SalesWe're looking for a Director of Sales who can sell sunshine, sell San Diego, sell... ...team does not just sell rooms—it sells experiences, meetings, memories, and reasons to come... ...strong relationships with existing customers while continuously hunting for the next...Contract workWork at officeNight shiftWeekend workAfternoon shift
- ...re looking for an experienced, relationship-driven Director of Sales to help accelerate IntegriShield's growth. This is a hands-on,... ...their relationships and sales expertise to drive new business. Experience in any consumer-facing industry is welcome. We're particularly...Base plus commissionContract workRemote work
- ...embedding insurance solutions into everyday experiences, we’re making protection more accessible... ...a responsibility to manage the complete sales cycle process, including: prospecting,... ...sales process to prospects Tracking customer information, forecasts, and reports...Contract workWorldwideFlexible hours
- ...Sales Director – Facilities Management Remote, US | $500K OTE We’re looking for an experienced Sales Director with a track record of... ...combines nationwide facilities services with technology to help customers manage work orders, assets, contractors, and facilities...Contract workFor contractorsRemote work
- Sales Director — Sierra Space About the Role Sierra Space is seeking an experienced... ...Director to drive strategic growth and customer partnerships across the aerospace and space... ...years of sales or business development experience. ~ Experience in aerospace, defense, space...Full timeRemote work
$80k - $85k
...Director Of SalesThe Director Of Sales (DOS) develops and directs the total sales and... ....T. standards and instill a passion for customer service in all associates of the hotel.Develop... ....Three years of previous hotel sales experience strongly preferred.Previous background...Daily paidTemporary workSeasonal workWork at officeLocal areaNight shiftAfternoon shift- ...We’re building the operating system for athlete development. We’re looking for a Head of Sales to lead our go-to-market expansion and help turn serious early traction into category leadership. About Athoz Coaches and performance staff spend too much of their...Work at office
- ...We're looking for a proven sales professional who is ready for the next step in their career. This is not a traditional Director of... ...Recruiting, Client Services, and leadership to create a seamless experience from first conversation through client delivery. Help Shape the...Remote workHome office
- ...Sales Director, Data Center Energy Solutions Distributed Energy Storage for AI Data... ...and when they draw power. For data center customers, the value includes: - Faster, lower... ...center developers, owners and operators - Experience at the front end of data center...Permanent employmentFull timeLocal areaImmediate startRemote work
- ...adapting to changing client needs with customized, cost-effective solutions. We provide a... ...strategic, and results-driven Director of Sales to lead new business acquisition and market... ...: 7+ years of progressive sales experience, with a proven track record in B2B service...Contract workWork at office
$135k - $168k
...Workiz Sales RoleProud to be named the #6 Best Place to Work in San Diego by the San... ...high-quality software solutions that meet customer needs.What You'll DoDevelop and implement... ..., or a related field10+ years of experience in SaaS sales, with a proven track record...Contract workFor contractorsWork at officeRemote work- ...Description:Cyth Systems is seeking a Director of Sales to lead our sales organization, accelerate revenue growth, and strengthen our customer and strategic partner relationships... ...sales-marketing collaboration.Skills & Experience· Bachelor's degree in business,...Contract work
- ...virtual appointments - Use our proven internal blueprint and warm leads—NO COLD calling necessary Represent core values: Service Over Sales, always putting clients first Set and achieve aggressive personal and team goals. Use tracking systems to monitor metrics and...Full time
$70k - $80k
...each other, for our partners, and for our customers: We succeed together. We embrace... ...expand product adoption. Partner with Sales to convert expansion pipeline into... ...uncover and close growth opportunities. ~ Experience managing complex accounts and multi‑threaded...Remote workFlexible hours$85k - $95k
...owner of a book of business. You are the person a frustrated customer gets escalated to - and the person who then renews and expands... ...willing to say no when the answer is no Nice to have Experience with field service, SMB SaaS, or vertical software Background...Permanent employmentContract workWork at officeRemote work$93k - $110k
...revenue. Seismic brings together signals from customer conversations, buyer engagement,... ...predictable renewals and partnering with Sales and Customer Success to maximize long-term... ...Seismic. Who you are: ~4+ years of experience in Renewals, Account Management,...Contract workRemote work- ...commercial engine, bringing together inside sales, digital marketing, pipeline-focused... ...scoped opportunities with a clearly defined customer need and a defined next action. This is... ...thrive in high-growth environments.What experience does the Director, Pipeline Development...Work at office3 days per week
- ...Head of Regional Sales About the Company Expanding engineering company Industry Electrical... ...to meet sales targets and expand the customer base in the west coast region. This... ...an asset. A minimum of 5 years' experience in a leadership role within the engineering...Permanent employment
- ...Head of Sales About the Company A premier global CX management company expanding into North America with data-driven solutions.... ...have a proven track record of closing large enterprise deals, experience in structuring multi-year, multi-country deals, and a strong...
- ...Senior Director of Sales About the Company Innovative, rapidly growing payments... ...solutions to enterprise clients, as well as experience in influencing product direction and... ...commercial strategy based on market trends and customer feedback, is essential. The role...
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