Vice President of Sales – Financial Services Outsourcing

n Human Resources & Management Systems [ nHRMS ]

VP of Sales driving U.S. revenue for an outsourcing firm serving financial institutions and investment professionals.

Posted 8/12/2026full-timeRemote • California • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in U.S. sales strategy execution within financial services, focusing on business development, consultative selling, and relationship building with key stakeholders. Proven ability to recruit and mentor sales teams while managing pipelines and forecasting market insights.

Highest-signal resume keywords

Business Development ExperienceConsultative SellingPipeline ManagementCommunication SkillsTeam Building

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales StrategyFinancial Services OutsourcingNegotiation SkillsMarket InsightForecasting

Soft Skills

Entrepreneurial MindsetRelationship BuildingMentoring

Certifications & Qualifications

Bachelor's DegreeMBA or Equivalent Advanced Degree

Industry Keywords

AccountingTaxValuationFinancial Due DiligenceInvestment BankingCFOCPA FirmsPE/IB FirmsStartup IncubatorsKnowledge-Services Buyers

About the role

Key responsibilities & impact

Own and execute U.S. sales strategy across accounting, tax, valuation, financial due diligence, and investment banking support
Identify, pursue, and close new business with small and mid-market clients from outreach through signed engagement
Build relationships with PE/IB firms, startup incubators, CFOs, CPA firms, fractional CFO practices, and valuation firms
Develop channel partnerships for recurring referral revenue
Represent the firm at industry events and conferences
Partner with marketing and leadership on positioning and growth priorities
Own pipeline management, forecasting, and market insight
Recruit, mentor, and scale the U.S. sales team as the business grows

Requirements

What you’ll need

6–14 years of business development/sales experience in financial services outsourcing
Proven success selling offshore/global delivery models
Consultative selling track record with sophisticated financial buyers
Excellent communication and negotiation skills; credibility with CFOs, partners, and MDs
Entrepreneurial, self-starter, comfortable building remotely from scratch
Bachelor's degree in business, finance, or related field
Authorized to work in the U.S.
Preferred: MBA or equivalent advanced degree
Preferred: Active network across CPA firms, PE/IB, and knowledge-services buyers
Preferred: Experience as a first/early sales hire building a playbook and team

Benefits

Comp & perks

Uncapped, performance-based incentives
Fully remote work
Periodic travel for clients/events
Founding-seat influence and direct partnership with executive leadership
Backing of an established global delivery platform