Financial Solutions Consultant

Job Summary

A company is looking for a Solutions Consultant (Financial Solutions) to drive revenue growth by selling financial solutions to SMBs and accounting firms.

Key Responsibilities

• Proactively identify, qualify, and close new business opportunities within the SMB and accounting firm sectors
• Conduct continuous market research to stay ahead of industry trends and analyze market data for growth opportunities
• Build and nurture strong relationships with accounting firms and industry stakeholders to expand market reach

Qualifications

• Bachelor's degree in Business, Finance, Accounting, or a related field is preferred; MBA or advanced degree is a plus
• Proven track record of successful sales experience in financial solutions for the SMB market (3+ years)
• Deep understanding of accounting principles and financial solutions relevant to SMBs and accounting firms
• Proficiency in CRM software (e.g., Salesforce, HubSpot) and sales management tools