ABOUT FINOPTIMAL
FinOptimal began in 2015 as a side-hustle of a CFO and Controller who despised manual accounting work. FinOptimal raised venture capital in late 2021 to expand our accounting and technology offerings, and in 2023 launched our flagship app Accruer. In Q1 and Q2 2024 we released Booker and Wrangler respectively, with more apps releasing this year. The company operates two distinct business lines: Software and Services. This role is designed to primarily support the Services business line.
We have offices in Brooklyn, NY and Houston, TX.
WHAT YOU’LL DO:
We're seeking a sales-driven professional to grow our $2M accounting firm specializing in outsourced accounting and bookkeeping services for startups. This role will focus primarily on expanding our client base through direct sales efforts, while also contributing to the strategic direction of the firm. This person will work closely with our current Director of Client Accounting Services and will have the opportunity to build out a sales team upon demonstrating success.
Key Responsibilities:
- Lead all sales efforts, including lead generation, prospecting, and closing deals
- Perform both SDR (Sales Development Representative) and AE (Account Executive) responsibilities
- Develop and implement sales strategies to grow the firm's client base and revenue
- Identify new market opportunities and create plans to capitalize on them
- Build and maintain relationships with key stakeholders in the startup ecosystem
- Enhance and optimize our service offerings to meet evolving client needs and support sales efforts
- Find additional revenue opportunities amongst the existing client base
- Collaborate with Director of Client Accounting Services to ensure seamless integration of sales initiatives with service delivery
- Stay current with industry trends and best practices in outsourced accounting services
- Contribute to the firm's overall strategic planning and decision-making processes
- Mentor and develop future team members to support the firm's growth objectives
WHO WE’RE LOOKING FOR
The ideal candidate has a proven track record of growing an outsourced accounting firm through direct sales efforts. They should have a deep understanding of the startup ecosystem, including the challenges companies face around accounting and finance. This role requires a highly motivated self-starter who can balance day-to-day sales activities with long-term strategic thinking. Title and compensation will be commensurate with experience.
REQUIREMENTS
- Proven track record of successfully growing an outsourced accounting practice through direct sales efforts
- At least two years of experience selling accounting services
- Comfortable performing both SDR and AE responsibilities
- Strong understanding of QuickBooks Online and other accounting software platforms
- 7+ years of experience in accounting or financial services, with a focus on startups and small businesses
- Demonstrated ability to generate leads, build a sales pipeline, and close deals
- Entrepreneurial mindset with a passion for innovation in accounting services
- Excellent communication, interpersonal, and negotiation skills
- Strong analytical and problem-solving abilities
STRONGLY DESIRED:
- Bachelor's degree in Accounting, Finance, Business, or related field
- CPA certification
- Experience in upselling and cross-selling accounting services to existing clients
- Familiarity with offshore resource management
- Knowledge of emerging technologies in the accounting and finance sector
- Experience with implementing and leveraging technology solutions in accounting processes
- Experience in developing and implementing strategic marketing initiatives for professional services
THINGS YOU GET IN ADDITION TO MONEY:
- Participation in the equity program to share in the company's success.
- Fully covered medical, dental, and vision insurance.
- Unlimited paid time off for a healthy work-life balance.
- Opportunity to define your future role within the company and expand into areas where you excel.
