Head of Sales & Customer Experience

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