Job Description:
• Own the full client acquisition cycle from outreach and discovery to closing
• Build, manage, and grow a pipeline, prioritizing capital-raising funds, then real estate and operating companies
• Lead structured discovery calls and strategic conversations about accounting, tax, audit, and investor reporting needs
• Understand how firms raise capital, track investors and operations, and identify accounting gaps
• Position Axis Financial Advisors as an outsourced accounting department providing bookkeeping, tax preparation, audit, and accounting systems
• Scope and propose packages with the CPA delivery team and bring in a CPA for technical questions
• Stay within what a non-licensed seller may say about regulated tax and audit services
• Build long-term client relationships
• Handle objections, commercial discussions, and negotiations
• Collaborate with Client Onboarding and CPA delivery teams for a smooth transition from signed client to active engagement
• Coordinate with AxisKey Capital Strategists on shared accounts and referrals
• Maintain accurate CRM updates, forecasting, and pipeline visibility
• Own revenue generation, conversion performance, and overall sales outcomes
• Help design, test, and refine the CPA services sales motion, including messaging, entry channels, and outbound strategy
Requirements:
• Fluent English, both written and spoken, with exceptional professional communication skills
• 3–7+ years of experience in full-cycle business development, consultative B2B sales, or high-level client-facing roles, ideally in financial services, fund services, banking, or professional services
• Proven ability to build your own pipeline, manage relationships, and close new business
• A working understanding of financial statements, taxes, and basic accounting, and the curiosity to learn the rest
• Confidence leading business conversations with founders, executives, fund managers, and finance leaders
• Strong consultative and strategic communication skills
• A professional, polished, and credible presence in meetings and presentations
• Coachable: you take feedback and apply it quickly
• An early adopter of AI tools who uses them to work faster and smarter
• Initiative and ownership of your pipeline, your results, and your own development
• Comfortable building a new sales process in a fast-paced environment
• Strong commercial judgment and problem-solving mindset
• Experience selling accounting, tax, audit, fund administration, or other professional or outsourced services is a bonus
• Experience with private equity, real estate investment, venture capital, or capital markets, and their investor reporting needs is a bonus
• Familiarity with working alongside fundraising or investor relations teams is a bonus
• Experience selling recurring, retainer-based services is a bonus
• Familiarity with CRM systems and outbound business development workflows is a bonus
• Existing network among fund managers, real estate operators, or finance leaders is a bonus
• Must be currently based in the U.S. and legally authorized to work there
Benefits:
• Competitive base salary
• Performance-based incentives tied to revenue generation and new client acquisition
• Annual performance bonus
• Health benefits package
• Paid time off and sick days
• Company laptop and tools
• The chance to build a new sales motion and work directly with leadership, founders, and private market operators
• Career growth within a fast-scaling fintech company operating at the intersection of capital markets and technology