Sales Representative

Job summary

Identify prospective clients, conduct outreach, present advisory and accounting services, prepare proposals, and manage leads and the sales pipeline. Maintain CRM records, monitor market trends, and coordinate with internal teams to develop tailored offerings and support revenue growth and long-term client relationships.

Job details

Role Description The Sales Representative role at Value & Growth Advisory is a part-time, remote position focused on generating new business and nurturing existing client relationships. Day-to-day tasks include identifying prospective clients, conducting outreach via calls, emails, and online meetings, and presenting the firm’s advisory, valuation, and accounting services in a clear and compelling manner. The Sales Representative will prepare proposals, follow up on leads, manage a sales pipeline, and coordinate with advisory and accounting teams to align client needs with tailored service offerings. The role also involves maintaining accurate records in CRM tools, monitoring market trends, and contributing to sales strategies that support revenue growth and long-term client partnerships. Qualifications Demonstrated skills in client relationship management, consultative selling, and business development. Ability to understand and communicate services related to business advisory, valuation, credit profiling, and accounting to diverse stakeholders. Strong communication skills, including clear written and verbal communication, professional presentation, and active listening. Competence in using digital tools such as CRM software, productivity applications, and online meeting platforms. Analytical mindset with the ability to interpret basic financial and business information and translate it into client-focused solutions. Proven ability to work independently in a remote setting, manage time effectively, and meet sales targets or performance goals. Previous experience in consulting, financial services, or B2B sales is beneficial. Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred, or equivalent practical experience.

What you’ll do

Identify prospective clients, conduct outreach, present advisory and accounting services, prepare proposals, and manage leads and the sales pipeline. Maintain CRM records, monitor market trends, and coordinate with internal teams to develop tailored offerings and support revenue growth and long-term client relationships.

Requirements

Demonstrated client relationship management, consultative selling, and business development skills are required, along with strong communication, analytical, digital-tool, and time-management abilities. The candidate should be able to work independently remotely; experience in consulting, financial services, or B2B sales is beneficial, and a bachelor’s degree in a related field or equivalent practical experience is preferred.

Listed skills

• Client Relationship Management · Preferred
• Consultative Selling · Preferred
• Business development · Preferred
• Financial analysis · Preferred
• written communication · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Consultative Selling
• Business Development
• Client Outreach
• Proposal Preparation
• Lead Follow-Up
• Sales Pipeline Management
• CRM Software
• Market Trend Monitoring
• Sales Strategy
• Financial Analysis
• Written Communication
• Verbal Communication
• Active Listening
• Time Management
• Remote Work

Job areas

• Sales
• Consulting
• Finance & Accounting