Sales Leader

Location: Philadelphia, PA
Salary: $110,000.00 USD Annually - $115,000.00 USD Annually
Description: Our client is currently seeking a Sales Leader
This position is primarily remote 50% of the time, with the 50% being travel in the US to conferences
Must be able to go onsite to Philadelphia to interview.

Responsibilities

Revenue Growth & Sales Execution

• Own and deliver the annual new-business revenue goal for the company by leading opportunity pursuits and guiding firm-wide pipeline activity to convert high-value prospects into measurable year-over-year revenue gains.

• Oversee and execute the sales cycle by leading strategic opportunity development, coordinating with other departments, and ensuring each step advances high-value prospects toward successful, revenue-generating agreements.

• Develop and lead a firm-segmentation and outreach strategy for small and mid-sized CPA firms, creating targeted campaigns that open high-value opportunities, strengthen the organization's market presence, and fuel a consistently growing pipeline.

• Build and sustain a high-quality, accurately forecasted pipeline by maintaining CRM discipline, ensuring clear opportunity progression, and equipping the organization with reliable data for revenue decisions and strategic growth planning.

Market Repositioning & GTM Expansion

• Execute go-to-market strategies for the organization's full product portfolio (i.e. learning pathways, knowledge resources, technical tools, and enablement technologies), to expand market penetration, accelerate adoption, and position the organization as the premier provider of CPA upskilling solutions.

• Identify and penetrate new customer segments by building direct, trust-based relationships with firm leaders, training managers, and administrators, opening high-value opportunities that broaden the organization's reach and accelerate revenue growth.

• Lead the evolution of the organization's sales approach from state-society dependence to a hybrid direct-and-partner model, creating scalable channels that increase market access, diversify revenue sources, and strengthen national competitiveness.

Sales Strategy & Process Development

• Uses a structured, repeatable process to assess each business development opportunity, clear messaging, disciplined cadences, and consistent qualification methods that enable scalable business development, improve opportunity quality, and increase firm-wide win rates.

• Can identify the most influential people in each business development opportunity, and understands the subjective, informal factors that can impact the client's decision-making process.

• Build and refine product positioning by translating insights from firm partners and administrators into clear value messaging that increases product relevance, strengthens competitive differentiation, and improves conversion across priority markets.

• Lay the foundation for a future AE/SDR sales team by building repeatable systems, processes, and playbooks that enable scalable growth, consistent execution, and seamless onboarding of new business development talent.

Cross-Functional Leadership

• Partner with Marketing to shape lead-generation strategies and product positioning, ensuring campaigns attract high-value CPA firms and strengthen the organization's visibility and demand across priority markets.

• Translate market insights, customer objections, and feature requests into actionable guidance for the product team, ensuring offerings evolve in ways that increase competitiveness, relevance, and adoption among CPA firms.

• Deliver accurate monthly forecasts and quarterly performance reports that provide leadership with clear visibility into pipeline strength, revenue progress, and strategic risks and opportunities.

Additional Responsibilities

• Perform other related duties or projects as assigned to support the overall business development and membership growth goals.

Education & Experience Requirements

• 6+ years of B2B sales experience with a proven record of meeting or exceeding revenue targets.

• Experience selling professional education, SaaS platforms preferred.

• Strong familiarity with CPA firm needs, structure, and decision-making processes is highly desirable.

• Skilled in both short-cycle sales (2-4 months) and longer consultative cycles (6+ months).

• Proficiency in CRM systems (HubSpot, Salesforce, or equivalent).

• Strong communication, presentation, and negotiation skills.

• Self-motivated with excellent time management and organizational abilities.

Technical Requirements

• Familiarity with CRM systems (HubSpot preferred).

• Office 365 including SharePoint

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