Job description
• Sales Strategy & Revenue Ownership
• Own the annual revenue target and build the sales plan by service line, client segment and channel.
• Define target segments, such as startups, SMEs, family-owned businesses, Free Zone entities and international companies expanding into the UAE.
• Work with the Partners on pricing, packaging and retainer models for each service line.
• Prioritise recurring revenue (accounting and Virtual CFO retainers) alongside one-time mandates (company formation, tax registrations, projects).
• Track market trends, regulatory changes (Corporate Tax, e-invoicing, AML) and competitor activity to spot new opportunities.
• Business Development & Key Accounts
• Personally lead and close high-value and strategic mandates.
• Build relationships with founders, CEOs, CFOs and finance controllers/managers.
• Run consultative discovery meetings to understand each client's structure, challenges and compliance needs, then propose the right mix of services.
• Bring in delivery team experts for technical discussions on tax, accounting or regulatory matters.
• Approve proposals, engagement letters and pricing within the authority limits set by the Partners.
• Channel Partnerships & Network
• Build and manage referral partnerships with banks, Free Zone authorities, business setup consultants, law firms, audit firms, real estate and insurance firms, and chambers of commerce.
• Set up structured referral arrangements and track partner-sourced revenue.
• Represent yourCFO at industry events, exhibitions, business councils and networking forums.
• Marketing & Lead Generation
• Work with marketing on campaigns, webinars, seminars, content and LinkedIn presence that generate qualified leads.
• Position yourCFO as a trusted advisor through thought leadership on UAE tax, compliance, CSP and CFO topics.
• Set up and track outbound programmes (email, LinkedIn, calling) run by the team.
• Client Onboarding, Retention & Growth
• Ensure smooth handover to delivery teams, with a clear scope, timelines and fee terms agreed upfront.
• Drive cross-selling across service lines (for example: CSP client → CFO Support → Virtual CFO).
• Monitor client satisfaction, renewals and collections in coordination with delivery and finance.
• Generate referrals and testimonials from satisfied clients.
• Pipeline, CRM & Reporting
• Ensure all leads, opportunities and activities are recorded in the CRM.
• Present weekly pipeline reviews and monthly sales reports to the Partners, covering forecasts, conversion rates and revenue by service line.
• Maintain forecast accuracy and highlight risks to targets early.
KEY PERFORMANCE INDICATORS
• New revenue booked against target, by service line.
• Growth in recurring monthly retainer revenue.
• Pipeline coverage and lead-to-client conversion rate.
• Average deal size and sales cycle length.
• Share of revenue from referral partners.
• Client retention and cross-sell revenue.
• Bachelor's degree in Business, Commerce, Finance or a related field. An MBA, CA or ACCA is an advantage.
• 6-8 years of B2B sales experience, with at least at least 3-5 years in financial consulting, selling accounting, tax, audit, CFO, business setup or corporate services (preferably in the UAE).
• Proven record of meeting or exceeding revenue targets and closing high-value professional services mandates.
• An established network of business owners, finance leaders and referral partners in the UAE.
• Good working knowledge of UAE VAT, Corporate Tax and the Mainland/Free Zone business setup landscape.
• Hands-on experience with CRM tools and sales reporting.
KEY COMPETENCIES
• Strategic thinking and sales planning.
• Consultative, CXO-level selling.
• Negotiation and closing.
• Partnership and network building.
• Excellent English communication and presentation skills. Arabic, Hindi or other regional languages are an advantage.
• Commercial judgement on pricing and deal profitability.
• Integrity and professionalism in representing a financial advisory brand.
CAREER PATH
Head of Sales & Business Development → Director – Growth → Partner Track
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