Sales Manager
About the Job: A CRG client within business advisory and financial services is seeking a Sales Manager to lead their sales and marketing teams. This role involves managing sales team members, overseeing marketing strategy, and driving new business development through networking and referral activities. The Sales Manager will be part of the leadership team, directly contributing to the company’s growth and success by guiding the sales strategy and maintaining the budget.

About the Company: This client is a business advisory firm specializing in business succession planning and practical tax solutions for privately held and family businesses, working in sectors like manufacturing, distribution, and professional services. With a focus on training and mentorship, truly partnering with all stakeholders, and giving back, this company has been growing rapidly and is excited to continue that growth!

Salary: $125,000 plus profit-sharing program with quarterly payouts dependent on company growth
Location: Davidson, NC
Schedule:

• Onsite, with some external meetings
• Will include some travel across the Southeast US, with occasional overnight travel for networking events and shows

Benefits (starting on DAY 1)

• Health, Dental, and Vision insurance 
• Healthcare reimbursement accounts (HSAs or FSAs) 
• Disability and Life insurance 
• 401(k) with 100% company match up to 5% of employee contributions
• 3 weeks of PTO/sick days
• 13 holidays

Responsibilities:

• Lead and manage sales and marketing teams 
• Develop, implement, and enforce a scalable sales process
• Set performance targets and facilitate individual team member development 
• Conduct weekly one-on-one meetings with sales team members to track progress 
• Coach and support the team in prospecting and sales performance improvement 
• Plan and facilitate weekly sales team meetings
• Recruit, onboard, and train new team members 
• Lead marketing strategies and budgets, ensuring online presence and content marketing success 
• Build and maintain key relationships with partner referral sources 
• Attend networking and trade show events to develop business opportunities 

Qualifications

• Bachelor’s degree in Marketing, Business, or a related field 
• 5+ years of sales and marketing experience, with proven success in driving revenue growth 
• Strong leadership and team development skills 
• Proficiency in CRM software and sales/marketing tools 
• Strong communication and interpersonal abilities 
• Experience in strategic planning and tactical execution 
• Preferred: Experience in financial and accounting services