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.