Client Account Executive

Company

Sagan Recruitment

Salary / Compensation

• $1,800 – $2,000 USD/month

Overview / Job Description

Sagan Recruitment is hiring a full-time, remote Client Account Executive for a U.S.-based financial services and CFO advisory firm specializing in commercial and residential trade contractors. This is a senior-level, full-cycle B2B sales role focused on outbound prospecting, consultative selling, and managing the complete sales process from lead generation to contract signing. The successful candidate will build strong client relationships, maintain a healthy sales pipeline, and collaborate with internal teams to drive revenue growth and long-term client success.

Responsibilities

Business Development & Prospecting

• Generate new business through outbound prospecting, cold outreach, and referral channels.
• Identify and qualify high-value sales opportunities.
• Build a consistent pipeline of prospective clients.

Sales Execution & Account Management

• Manage the complete sales cycle from discovery through contract execution.
• Conduct consultative sales conversations to understand client needs.
• Present value-based solutions and pricing to business owners.
• Close new business opportunities while achieving revenue targets.

Pipeline & Revenue Management

• Maintain a rolling 90-day sales pipeline equal to at least four times monthly revenue goals.
• Monitor sales performance and revenue forecasts.
• Maintain gross margins above 55% by collaborating with internal teams.

Client Relationship Management

• Conduct structured semi-annual client check-ins.
• Build long-term relationships to improve client retention.
• Identify upselling and cross-selling opportunities.

CRM & Cross-Functional Collaboration

• Maintain accurate CRM records using HubSpot or Salesforce.
• Track pipeline activity and revenue forecasting.
• Collaborate with accounting and operations teams to ensure proposal feasibility and successful client onboarding.

Requirements

Experience

• 2–5 years of proven B2B or professional services sales experience.
• Demonstrated success sourcing and closing new business independently.
• Experience managing full-cycle sales processes.
• Experience working with CRM platforms.

Skills & Competencies

• Strong financial acumen with the ability to discuss budgets, ROI, and value-based pricing.
• Proficiency with HubSpot, Salesforce, or similar CRM systems.
• Excellent communication, negotiation, and relationship-building skills.
• Executive-level professionalism when engaging founders and business owners.
• Highly resilient, coachable, and results-driven.
• Strong consultative selling and closing abilities.
• Ability to work independently in a remote environment.

Nice-to-Have Experience

• Knowledge of accounting, bookkeeping, or fractional CFO services.
• Experience selling to contractors, construction businesses, or related industries.

Candidate Profile

You SHOULD Apply If

• You have a successful track record in full-cycle B2B sales.
• You enjoy outbound prospecting and building your own sales pipeline.
• You are confident selling consultative, value-based solutions.
• You are comfortable discussing financial concepts with business owners.
• You thrive in a commission-driven, performance-focused environment.
• You enjoy building long-term client relationships and identifying growth opportunities.

You Should NOT Apply If

• You prefer working only with inbound leads.
• You are uncomfortable with outbound prospecting or cold outreach.
• You lack experience closing B2B sales independently.
• You are unfamiliar with CRM systems or pipeline management.
• You are not motivated by performance-based compensation.

Other Information

Work Schedule

• Remote (Global)
• Monday – Friday
• 8:00 AM – 5:00 PM or 9:00 AM – 6:00 PM
• PST and/or Colombia Standard Time

Additional Benefits / Highlights

• Full-time remote opportunity.
• Independent Contractor position.
• Uncapped compounding commission with strong earning potential.
• Opportunity to work directly with U.S.-based founders, CEOs, and business owners.
• Exposure to financial consulting and CFO advisory services.
• English resume and introductory video required.
• Resume must be submitted as a text-based PDF (no scanned PDFs, images, or Word documents).