Regional Director of Sales - East Coast

At CAPSTAN our dedicated team works collaboratively to deliver expert tax consulting services that are characterized by clear, purposeful, and warm communication. We take pride in our meticulous approach to every aspect of our work, and we foster a culture of mutual respect and trustworthiness both internally and with our clients.

With our core values as our guiding principles, we aim to be the go-to consultants for our clients, ensuring their satisfaction and financial success.

We believe in the Character of Capstan to be:

• COMMUNICATION: Striving to communicate – internally and externally – in a manner that is clear, purposeful, and warm.
• ACCOUNTABILITY: Striving to be a person on whom others can rely, fulfilling all commitments to clients and colleagues.
• PRIDE: Striving to do all things with meticulous accuracy, taking pride in my work as it is a reflection of myself.
• SUPPORT: Striving to encourage my teammates in all their endeavors, and to contribute to an atmosphere of mutual respect.
• TRUSTWORTHINESS: Striving to act with integrity and to be worthy of trust.

WHAT YOU WILL DO AS THE Regional Director of Sales

• Drive regional revenue growth by developing and executing a sales plan that targets clients across assigned territory.
• Build and manage a high-performing sales team , providing coaching, pipeline reviews, and accountability to consistently meet and exceed goals.
• Develop strategic partnerships with companies and industry associations to generate referral business and expand market presence.
• Educate prospects and partners on the financial benefits and compliance requirements of Cost Segregation, Energy Incentives, and R&D Tax Credits through consultative selling.
• Monitor market trends and competitive activity to identify new opportunities, adjust territory strategy, and provide actionable insights to senior leadership.
• Collaborate cross-functionally with marketing, technical tax experts, and client services teams to ensure smooth onboarding, high client satisfaction, and strong renewal/retention rates.

YOU ARE THE IDEAL CANDIDATE IF YOU ARE:

• Strategic Thinker – You possess the ability to see the bigger picture and formulate effective, long-term sales strategies.
• Collaborative Team Player – You thrive in a team environment, bringing out the best in your colleagues and working together towards common goals.
• Client-Focused Expert – You prioritize understanding and fulfilling clients' unique needs, ensuring their satisfaction and loyalty.
• Driven Sales Hunter – You have an unwavering determination to seek out and secure new opportunities and clients.
• Tech-Savvy Learner – You embrace new technologies and skill sets with enthusiasm, staying ahead in an ever-evolving industry.
• Results-Oriented Achiever – You consistently meet and exceed individual sales targets and contribute to overall team success.
• Strong Communicator – You effectively convey ideas, build relationships, and provide clear and concise information to clients and colleagues.

YOU POSSESS THESE BASIC REQUIREMENTS:

• Bachelor's degree in a relevant field or equivalent experience.
• Proven track record in consultative sales, ideally in the financial or tax industry.
• 5–7 years of proven sales management experience (with 7–10 years total sales experience), ideally in consultative or financial services, with a track record of building and leading high-performing teams.
• Existing relationships and networks with CPA firms and financial partners.
• Strong understanding of finance and tax principles.
• Excellent communication skills, both written and verbal.

WHY YOU WILL LOVE WORKING WITH US:

• Competitive Compensation: We offer a competitive salary package with performance-based incentives to reward your hard work.
• Full-time Remote Opportunity: Enjoy the flexibility of working remotely while being part of a dynamic team.
• Normal Business Hours: Work within a regular schedule, allowing for a healthy work-life balance.
• Comprehensive Benefits Package: Medical, Vision, Dental, HRA, and retirement plan.
• Career Growth Prospects: Joining us opens doors to numerous opportunities for career advancement and professional development within our growing organization.

If you are a dynamic, driven professional who aligns with our mission, shares our core values, and possesses the skills and traits we're looking for, we invite you to take the next step in your career and apply for the position of Regional Director of Sales at CAPSTAN.

Join us in making a real impact in the world of tax consulting and be part of a team that values your contributions and offers a rewarding and fulfilling career.

Seniority level

• Director

Employment type

• Full-time

Job function

• Consulting and Finance

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