Senior Financial Sales Consultant

BELAY

Senior Financial Sales Consultant responsible for driving new client acquisition for BELAY’s Financial Solutions division. Focus on generating and closing new business opportunities for financial services.

Posted 7/17/2026full-timeAtlanta • 🇺🇸 United StatesSenior💰 $80,000 - $85,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in B2B sales within financial services, leveraging strong consultative selling skills to build relationships and drive revenue growth. Proficient in utilizing CRM tools like Salesforce to manage sales pipelines and deliver impactful presentations to executive-level clients.

Highest-signal resume keywords

B2B Sales ExperienceConsultative SellingSalesforce ProficiencyRelationship BuildingFinancial Services Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Cycle ManagementBusiness DevelopmentProposal DevelopmentSales Quota AchievementFinancial Management Concepts

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationOrganizational SkillsAttention to DetailAbility to Work Independently

Tools & Technologies

SalesforceGong Engage

Industry Keywords

Financial ServicesAccounting ServicesFinancial TechnologyERPCFO Advisory

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Generate and close new business opportunities through outbound prospecting, networking, referrals, and strategic partnerships.
Conduct consultative discovery conversations to identify client needs and align BELAY’s financial solutions with business goals.
Manage the full sales cycle from prospecting and qualification through proposal development, negotiation, and close.
Build and maintain a pipeline of qualified opportunities while consistently achieving or exceeding sales targets.
Develop and maintain referral relationships with CPAs, financial advisors, business consultants, and other strategic partners.
Collaborate with Marketing and internal stakeholders to support lead conversion and market growth initiatives.
Travel regularly within the assigned territory to support client meetings, networking opportunities, partner relationship development, and other business activities.
Deliver virtual and in-person presentations and business discussions to executive-level decision-makers.
Maintain an understanding of accounting, finance, and business operations to effectively position BELAY’s services.
Utilize Salesforce, Gong Engage, or similar platforms to manage pipeline activity, forecast revenue, and maintain accurate customer records.

Requirements

What you’ll need

3+ years of successful B2B sales experience in financial services, accounting services, financial technology, ERP, bookkeeping, payroll, CFO advisory, or related industries
Demonstrated history of achieving or exceeding sales quotas and performance goals
Experience generating new business opportunities through proactive outbound business development activities.
Experience selling consultative, relationship-based solutions involving multiple stakeholders and longer sales cycles.
Working knowledge of accounting and financial management concepts.
Experience developing referral partnerships that support recurring revenue growth.
Proficiency with Salesforce or comparable CRM platforms preferred.
Strong written, verbal, presentation, and relationship-building skills.
Strong organizational skills with the ability to manage priorities, follow through on commitments, and maintain attention to detail.
Ability to work independently in a remote environment while managing multiple priorities effectively.

Benefits

Comp & perks

Full-time remote work
Distraction-free home office required for standard business hours
Regular local travel within assigned territory required
Occasional travel for company meetings, training, or conferences