Account Executive (Sales)

We are seeking a motivated and results-driven Account Executive (Sales) to join our growing advisory team. In this role, you will be responsible for identifying and developing relationships with companies across various industries.

You will work closely with prospective clients to understand their operational and financial challenges, introduce our advisory capabilities, and guide opportunities through the full sales cycle from initial outreach to engagement. This role is ideal for a driven sales professional who thrives in a consultative selling environment and enjoys building relationships with senior business leaders.

Location: Arizona Preferred / Hybrid | Job Type: Full-Time | Compensation: $80,000 - $100,000 OTE (Base + Commission)

Key Responsibilities

Identify and research potential client organizations through strategic prospecting, market analysis, and industry research

Conduct outbound outreach via phone, email, and professional networks to introduce the firm’s advisory services

Engage prospective clients to understand their business objectives, operational challenges, and potential advisory needs

Build and manage a pipeline of qualified opportunities across targeted industries and market segments

Schedule and coordinate discovery calls with senior advisors and legal teams

Support the preparation and delivery of tailored proposals aligned with client goals and priorities

Maintain accurate records of sales activities, pipeline status, and client interactions in the CRM system

Consistently meet or exceed monthly and quarterly sales targets while collaborating with internal teams to support client onboarding

Qualifications

2–5+ years of experience in B2B sales, consulting sales, financial services sales, or business development

Strong outbound prospecting and lead generation experience

Confident and professional phone presence with the ability to engage senior decision-makers

Strong consultative selling skills and ability to understand complex business challenges

Excellent interpersonal, communication, and relationship-building skills

Familiarity with CRM platforms such as Salesforce, HubSpot, or similar systems

Strong organizational and time-management skills with the ability to manage multiple opportunities simultaneously

Self-motivated, results-oriented, and comfortable working in a remote environment

Ability to commit to full-time hours with no conflicting employment

Preferred Qualifications

Experience selling professional services, financial advisory services, consulting services, or B2B solutions

Experience engaging with senior decision-makers such as founders, executives, or finance leaders

Experience working in a remote sales environment supporting U.S. or international clients

Pay: $80,000.00 - $100,000.00 per year

Benefits:

Paid time off

Work Location: Hybrid remote in Chandler, AZ 85246