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Sales Manager – Financial Services - Business Solutions

  • Job type Posted on: Jul 15, 2026
  • Experience level Frey Consulting Group
  • Employment type Frisco, Texas
  • Employment type Onsite
  • Salary 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

Jobcon Logo 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 #J-18808-Ljbffr

Jobcon Logo 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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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 #J-18808-Ljbffr

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