Inbound Sales Manager, Revenue - Financial Solutions

Duties and responsibilities

• Lead, mentor, and develop a team of Financial Solutions Advisors to consistently achieve individual and team performance goals.
• Conduct regular 1:1s, pipeline reviews, forecast reviews, and coaching sessions.
• Create a winning culture through upskilling existent team members, hiring top talent, inspiring and motivating team members.
• Identify coaching opportunities through call shadowing and use of AI technology.
• Provide technical sales skill coaching such as prospecting pitches, setting next steps, negotiation and closing techniques.
• Interview, onboard, and train new team members.
• Fill in knowledge gaps with accounting/financial services concepts with team members/prospective buyers.
• Own monthly, quarterly, and annual quota attainment.
• Oversee the full sales cycle for all financial solutions products.
• Manage forecasting, pipeline health, and conversion metrics in Salesforce.
• Ensure consistent execution of BELAY’s consultative sales methodology.
• Drive consistent, high-quality follow-up communication and deal management.
• Partner with Marketing/Sales Operations to enhance GTM deliverables.
• Partner with SVP, Revenue to drive referral revenue with key partnerships.
• Collaborate with Client Success and Operations to ensure a seamless client experience.
• Identify and advance cross-sell opportunities across BELAY service lines.
• Analyze pricing objections, win rates, and buyer trends.
• Provide insights and strategic collaboration around outbound sales motions/metrics.
• Track revenue attainment, pipeline coverage, conversion rates, forecast accuracy, average deal size, and sales cycle metrics.
• Ensure CRM accuracy and process compliance.
• Contribute to weekly, monthly, and quarterly forecasting and leadership reporting.

Qualifications

• 7+ years of B2B sales experience in accounting, finance, advisory, consulting, or professional services.
• 3+ years of leadership experience managing quota-carrying sales professionals.
• Demonstrated success driving monthly, quarterly, and annual revenue attainment.
• Extensive knowledge of bookkeeping, controller, CFO, accounting, or outsourced finance services.
• Strong understanding of financial statements, cash flow, budgeting, forecasting, and business operations.
• Proven success selling complex professional services to SMB and mid-market decision makers.
• Strong Salesforce and sales analytics experience.
• Exceptional communication, coaching, and motivational leadership skills.
• High integrity and alignment with BELAY’s values.