Sales Specialist- Finance

Grayson HR • Atlanta, GA

3d • Onsite

About The Position

The Sales Specialist will report to the revenue growth manager and manage prospects who have already shown interest and conduct Client Consultations to deepen understanding of their goals, challenges, and financial needs. This role focuses on middle of the sales funnel qualification and advancing clients into the Document Request phase for formal quotes. As a bridge between initial lead generation and high-level advisory, the Sales Specialist identifies complex needs that require fractional CFO-level analysis and facilitates handoffs for paid Advisory Calls. Responsible for conducting in-depth Client Consultations to diagnose financial challenges, address objections, and drive prospects into the Document Request phase for formal quoting.

Requirements

• Education: Bachelor’s degree in Business, Communications, Marketing, or a related field preferred.
• Experience: Demonstrated success in consultative selling, ideally within financial or professional services.
• Financial Literacy: Strong understanding of business financials, basic tax structures, and operational bottlenecks.
• Strategic Questioning: Skilled at using needs-based discovery techniques to uncover hidden pain points.
• Objection Handling: Ability to navigate complex concerns regarding high-level advisory fees and service value.
• CRM Discipline: Proficient in maintaining detailed records to support departmental handoffs.

Responsibilities

• Conduct structured and strategic consultations to assess financial readiness and specific service needs.
• Diagnose critical business challenges, including revenue flow issues, compliance risks, and lack of forecasting.
• Educate prospects on the distinctions between project-based work and ongoing advisory services.
• Guide prospects through the Document Request phase, ensuring all necessary financial data is collected for accurate quoting.
• Proactively address objections and reinforce the firm strategic value proposition.
• Maintain a disciplined follow-up sequence to maximize conversion rates from consultation to quote.
• Identify higher-level prospects requiring deep strategic analysis and transition them to the Advanced Sales Specialist (AdSS) for Advisory Calls.
• Ensure seamless handoffs by providing detailed CRM notes and insights for the next stage of the sales journey.
• Coordinate with internal teams to ensure documentation accuracy for proposals and client onboarding.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level