Sales Representative – CFO Services

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Location: Remote / Various Locations
Employment Type: Part-Time / Contract

About Us:
Roundtable Strategy Advisors is a premier management consulting firm specializing in pre-sale and post-merger integration and optimization. We work closely with private equity firms and their portfolio companies, providing expert financial leadership to ensure smooth transactions and robust financial health. Our team delivers fractional and interim CFO, Controller, and FP&A services tailored to the unique needs of each client.

Position Overview:
We are looking for a results-oriented Sales Representative to focus on our CFO services offering. This role is ideal for a driven professional with experience selling B2B services—especially in finance, private equity, or consulting—and a strong understanding of the value of executive-level financial leadership. You will be responsible for generating leads, building relationships, and closing engagements for fractional and interim CFO, Controller, and FP&A services.

Key Responsibilities:

  • Source and develop new business opportunities for CFO, Controller, and FP&A services.
  • Educate prospects on the benefits of fractional financial leadership—especially in M&A and post-merger integration contexts.
  • Qualify inbound and outbound leads and manage a healthy pipeline.
  • Collaborate with internal leadership and finance professionals to scope engagements.
  • Build trusted relationships with founders, CEOs, and private equity decision-makers.
  • Represent the firm professionally in meetings, proposals, and virtual presentations.
  • Maintain accurate CRM records of all outreach, conversations, and deal progress.

Qualifications:

  • 2+ years of experience in sales, business development, or client acquisition in professional services or consulting.
  • Strong familiarity with CFO services, financial leadership roles, or working with private equity clients.
  • Excellent communication and relationship-building skills, particularly with senior executives.
  • Comfortable discussing finance-related pain points and aligning services to solve them.
  • Organized, self-motivated, and able to work independently.
  • Experience using CRM tools like HubSpot, Salesforce, or similar.

What We Offer:

  • Flexible, remote work schedule with autonomy.
  • Commission-based compensation with high earning potential.
  • Support from a high-performing team of experienced CFOs and consultants.
  • Access to marketing and lead-generation resources.
  • Opportunity to grow into a larger role based on performance and results.

How to Apply:
If you’re excited to help businesses unlock strategic value through expert financial leadership, we want to hear from you. Send your resume and a brief note of interest to Careers@RoundtableSA.com.

Sales Lead – CFO Services

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Location: Remote / Various Locations
Employment Type: Part-Time / Contract

About Us:
Roundtable Strategy Advisors is a premier management consulting firm specializing in pre-sale and post-merger integration and optimization. We work closely with private equity firms and their portfolio companies, providing expert financial leadership to ensure smooth transactions and robust financial health. Our team delivers fractional and interim CFO, Controller, and FP&A services tailored to the unique needs of each client.

Position Overview:
We are looking for a seasoned Sales Lead to spearhead our CFO Services business development efforts. This role is ideal for a highly motivated professional with deep experience selling B2B consulting services—particularly within finance, private equity, or professional services. You will play a critical role in shaping go-to-market strategy, driving lead generation, and closing high-value engagements related to fractional CFO, Controller, and FP&A services.

Key Responsibilities:

  • Own and lead the sales process for our CFO service line—from lead generation through close.
  • Build and execute a strategic sales plan targeting private equity firms, founders, and CFOs.
  • Leverage your network and industry knowledge to identify qualified opportunities.
  • Engage with C-level executives to understand financial needs and present service solutions.
  • Work closely with internal delivery teams to scope projects and craft compelling proposals.
  • Guide and mentor any junior sales resources or partners involved in pipeline development.
  • Represent Roundtable Strategy Advisors at relevant industry events and networking opportunities.
  • Report regularly on pipeline, forecasts, and key metrics to firm leadership.

Qualifications:

  • 5+ years of experience in B2B sales or business development, preferably within consulting, private equity, or financial services.
  • Strong understanding of CFO roles and the value of interim/fractional financial leadership.
  • Demonstrated success in closing complex, high-value service engagements.
  • Executive presence with excellent communication and negotiation skills.
  • Ability to operate independently in a remote environment with minimal oversight.
  • Familiarity with CRM platforms and pipeline management tools.
  • Existing relationships within the private equity, founder, or CEO communities is a strong plus.

What We Offer:

  • Flexible, remote work environment.
  • Competitive commission structure with high earning potential.
  • Ability to shape and grow a high-impact service line.
  • Support from a team of seasoned financial professionals and delivery experts.
  • Opportunity to collaborate directly with firm leadership.

How to Apply:
If you’re ready to help growth-focused companies access the financial leadership they need—and want to be part of a high-performing, agile team—we’d love to hear from you. Please send your resume and a brief introduction to Careers@RoundtableSA.com.

Sales Representative – NetSuite Services

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Location: Remote / Various Locations
Employment Type: Part-Time / Contract

About Us:
Roundtable Strategy Advisors is a premier management consulting firm specializing in pre-sale and post-merger integration and optimization. We work closely with private equity firms and their portfolio companies, providing expert financial leadership to ensure smooth transactions and robust financial health. Our team of seasoned professionals delivers fractional and interim CFO, Controller, and FP&A services tailored to the unique needs of our clients.

Position Overview:
We are seeking a motivated and knowledgeable Sales Representative with expertise in NetSuite services to help expand our growing ERP consulting practice. In this role, you will be responsible for prospecting, qualifying, and closing new business opportunities focused on NetSuite implementation, optimization, and support services. This is an excellent opportunity for a sales professional with experience in SaaS, ERP, or B2B consulting to work with a respected firm on a flexible, contract basis.

Key Responsibilities:

  • Generate and qualify leads for NetSuite-related consulting and implementation services.
  • Build and manage a robust sales pipeline through outreach, referrals, and partnerships.
  • Conduct discovery calls and product fit assessments with prospective clients.
  • Collaborate with internal technical consultants to scope client solutions and proposals.
  • Close new deals and maintain relationships with clients post-sale for upsell opportunities.
  • Represent the company in meetings, demos, and other prospect engagements.
  • Maintain accurate records of leads, activities, and outcomes in CRM tools.

Qualifications:

  • 2+ years of experience in sales, business development, or account management in a B2B or SaaS environment.
  • Familiarity with NetSuite—whether selling, implementing, or supporting it—is strongly preferred.
  • Strong communication and consultative selling skills.
  • Experience working with consulting firms, system integrators, or ERP vendors is a plus.
  • Self-starter comfortable managing their own pipeline and schedule.
  • Tech-savvy with basic understanding of cloud-based solutions and financial systems.
  • Experience with CRM platforms (e.g., HubSpot, Salesforce) preferred.

What We Offer:

  • Flexible remote work environment and autonomy.
  • Competitive commission and incentive-based pay structure.
  • Ongoing support from a team of experienced NetSuite and finance professionals.
  • A respected brand and proven service delivery team behind every sale.
  • Opportunity to grow with the firm and expand into a full-time role based on performance.

How to Apply:
If you’re a driven sales professional with a passion for solving complex business problems through NetSuite and consulting services, we’d love to connect. Please send your resume and a short note of interest to Careers@RoundtableSA.com.

Sales Lead – NetSuite Services

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Location: Remote / Various Locations
Employment Type: Part-Time / Contract

About Us:
Roundtable Strategy Advisors is a premier management consulting firm specializing in pre-sale and post-merger integration and optimization. We work closely with private equity firms and their portfolio companies, providing expert financial leadership to ensure smooth transactions and robust financial health. Our team of seasoned professionals delivers fractional and interim CFO, Controller, and FP&A services tailored to the unique needs of our clients.

Position Overview:
We are seeking an experienced Sales Lead with a strong background in NetSuite to join our team on a part-time or contract basis. This role is ideal for a self-starter who understands the ERP landscape—particularly NetSuite—and can identify and close consulting opportunities within our target markets. You will play a critical role in expanding our NetSuite services offering and driving revenue growth.

Key Responsibilities:

  • Identify, develop, and close new business opportunities for NetSuite consulting and implementation services.
  • Leverage your network, research, and outreach to build a qualified sales pipeline.
  • Serve as a trusted advisor to prospective clients, understanding their ERP and financial system needs.
  • Collaborate with internal delivery teams to scope and price solutions that align with client goals.
  • Represent Roundtable Strategy Advisors at virtual and in-person industry events as appropriate.
  • Stay up to date on NetSuite trends, capabilities, and competitor offerings.
  • Help shape and refine go-to-market strategies for NetSuite-related services.

Qualifications:

  • 3+ years of sales or business development experience in B2B consulting, preferably with a focus on ERP or financial systems.
  • Strong understanding of NetSuite, its capabilities, and how it fits into the finance tech stack.
  • Proven ability to meet or exceed sales targets.
  • Experience working with private equity-backed companies is a plus.
  • Excellent communication, presentation, and relationship-building skills.
  • Comfortable working in a remote, autonomous environment.
  • Familiarity with CRM tools and pipeline management.

What We Offer:

  • Flexible, remote work arrangements.
  • Competitive commission-based compensation.
  • Opportunity to shape and grow a key service line.
  • Collaboration with a highly experienced and respected consulting team.
  • Access to a steady stream of pre-qualified leads and partner networks.

How to Apply:
If you’re a sales-driven professional with a passion for NetSuite and strategic consulting, we want to hear from you. Please send your resume and a brief note to Careers@RoundtableSA.com.

Fractional CFO, Controller, or FP&A Professional

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Location: Remote / Various Locations
Employment Type: Part-Time / Contract

About Us: Roundtable Strategy Advisors is a premier management consulting firm specializing in pre-sale and post-merger integration and optimization. We work closely with private equity firms and their portfolio companies, providing expert financial leadership to ensure smooth transactions and robust financial health. Our team of seasoned professionals delivers fractional and interim CFO, Controller, and FP&A services tailored to the unique needs of our clients.

Position Overview: We are seeking experienced Fractional CFOs, Controllers, and FP&A professionals to join our dynamic team. In these roles, you will work with our clients on a part-time or contract basis, providing critical financial oversight, strategic planning, and operational support. You will play a key role in driving financial excellence and ensuring successful transactions for our clients.

Key Responsibilities:

  • Provide interim and fractional CFO, Controller, or FP&A services to portfolio companies.
  • Lead financial planning and analysis, budgeting, forecasting, and financial reporting.
  • Oversee and optimize accounting functions, including general ledger, accounts payable/receivable, and payroll.
  • Ensure compliance with financial regulations and standards.
  • Develop and implement financial strategies to improve company performance.
  • Support due diligence and integration processes for mergers and acquisitions.
  • Collaborate with executive teams to drive financial decision-making and business strategy.
  • Identify and mitigate financial risks, ensuring the stability and growth of portfolio companies.

Qualifications:

  • Proven experience as a CFO, Controller, or FP&A professional, preferably in a private equity environment.
  • Strong knowledge of financial management, accounting principles, and financial reporting.
  • Excellent analytical and strategic thinking skills.
  • Ability to work independently and manage multiple projects simultaneously.
  • Exceptional communication and interpersonal skills.
  • CPA, CFA, or MBA preferred but not required.
  • Proficiency in financial software and tools.

What We Offer:

  • Flexible, remote working arrangements.
  • Competitive compensation based on experience and project scope.
  • Opportunity to work with diverse clients and industries.
  • Professional growth and development in a supportive environment.

How to Apply: If you are a results-driven financial professional looking to make an impact, we would love to hear from you. Please send your resume to Careers@RoundtableSA.com