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Financial Solutions Consultant

7/25/2025

Remote

Job Summary

A company is looking for a Financial Solutions Consultant to drive revenue growth by selling financial solutions to small and medium-sized businesses and accounting firms.

Key Responsibilities
  • Proactively identify, qualify, and close new business opportunities while developing strategic sales plans
  • Conduct market research and analysis to stay ahead of industry trends and identify growth opportunities
  • Build and nurture long-term relationships with accounting firms and industry stakeholders to expand market reach
Qualifications
  • Bachelor's degree in Business, Finance, Accounting, or a related field preferred; MBA or advanced degree is a plus
  • Proven sales experience in financial solutions for the SMB market (3+ years)
  • Deep understanding of accounting principles and the challenges faced by SMBs and accounting firms
  • Demonstrated ability to build and maintain strong relationships with clients and partners
  • Proficiency in CRM software and sales management tools

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