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.