Financial Sales Manager

About the role

The Financial Sales Manager will drive Altara's growth by identifying new business opportunities, expanding the client base and building long‑term relationships. You will develop and execute strategic plans to promote the firm’s financial services, generate leads and achieve revenue targets.

Key responsibilities

• Own the full sales cycle for inbound and outbound leads – qualification, discovery calls, proposal preparation, negotiation and closing.
• Convert marketing‑generated leads (Google Ads and other campaigns) into signed clients through prompt follow‑up and structured discovery.
• Proactively generate new business via outbound prospecting, networking and referrals with consultants, lawyers and banks.
• Prepare tiered proposals matched to client size and complexity; follow up with a disciplined cadence until deals are closed or disqualified.
• Identify and pursue upsell/cross‑sell opportunities across bookkeeping, VAT and audit services.
• Maintain the CRM as the single source of truth for every lead and deal; report weekly on pipeline, conversion rate and revenue against target.
• Lead client onboarding from contract signature to handover, collecting all required documentation and running kickoff calls to set expectations.
• Coordinate internal handover to delivery teams, monitor the first 60‑90 days of each new client relationship and reduce early‑stage churn.

Required profile

• 3–5+ years of B2B sales experience, preferably in accounting, audit, tax or financial services.
• Proven track record of meeting sales targets and closing new business.
• Strong experience managing the full sales cycle, including inbound/outbound leads, negotiation and closing.

Required skills

• CRM management
• Google Ads campaign handling