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Sales Manager – Financial Services - Business Solutions
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Posted on: Jul 15, 2026
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Frey Consulting Group
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Frisco, Texas
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Onsite
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Full-time
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Job Title :
Sales Manager – Financial Services - Business Solutions
Job Type :
Full-time
Job Location :
Frisco Texas United States
Remote :
No
Job Description :
Sales Manager – Financial Services & Business Solutions
About the Opportunity
Our client, a rapidly growing accounting, tax, and business advisory firm, is looking for a driven Sales Manager to lead new business development and help expand its client portfolio. This is an opportunity for a consultative sales professional who enjoys building relationships with business owners and delivering value-driven solutions.
What You'll Do
Generate new business opportunities through networking, referrals, outbound prospecting, and strategic partnerships
Meet with small and mid-sized business owners to understand their needs and recommend tailored solutions
Sell a portfolio of services including tax, accounting, bookkeeping, payroll, CFO advisory, and business consulting
Manage the full sales cycle from prospecting through closing
Build and maintain a healthy sales pipeline using CRM tools
Collaborate with internal accounting and client success teams to ensure a seamless onboarding experience
Develop long-term client relationships that drive recurring revenue and referrals
Consistently meet or exceed sales targets and growth objectives
What We're Looking For
5+ years of B2B sales or business development experience
Experience selling professional services such as accounting, financial services, payroll, HR, insurance, banking, or business consulting
Proven track record of generating new business and closing deals
Strong communication, presentation, and relationship-building skills
Self‑motivated with an entrepreneurial mindset and a consultative sales approach
CRM experience required
This is an excellent opportunity to join a growing organization where you'll have the autonomy to build relationships, drive revenue, and make a meaningful impact while earning uncapped commissions.
Required Location
Frisco, TX
Required Industry/Domain
Accounting, tax, financial services, payroll, HR, insurance, banking, or business consulting
Must-Have Experience
5+ years of B2B sales or business development experience
Experience selling professional services (accounting, financial services, payroll, HR, insurance, banking, or business consulting)
Full sales cycle experience (prospecting through close)
CRM experience
Strong Preferences
Experience selling to small and mid-sized businesses (SMBs)
Existing local network in the Frisco/Dallas market
Experience with consultative or solution-based selling
Experience working with accounting or advisory firms
Deal Breakers
No experience selling professional services
No new business development or hunting experience
No CRM experience
Not willing to work hybrid in the Frisco, TX area
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Position Details
Posted:
Jul 15, 2026
Reference Number:
14660_C2D57A95665F6A977C7C3F3DBA2AAFB6
Employment:
Full-time
Salary:
Not Available
City:
Frisco
Job Origin:
APPCAST_CPC
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