Sales & Finance Manager

Cobalt Search; Thurso; Hybrid; GBP 89,000 - 148,000; Full time

Benefits offered by this job

Bonus opportunity

High earning potential

Job summary

Cobalt Search is seeking a Sales & Finance Manager to lead a 5–6 person home services sales team in Duncan, SC, combining coaching with data-driven strategies to lift conversion and margins. The role blends fieldwork and office coaching to drive a high-earning, high-growth culture.

You’ll coach via ride-alongs, reviews and 1-to-1s, using ServiceTitan and Nexstar benchmarks to push performance while collaborating with operations and finance to align commercial targets and incentives.

Qualifications

• Proven experience leading and developing a successful sales team.
• Strong high value in home B2C sales experience, ideally within HVAC, roofing or home services.
• Confident using CRM technology, sales analytics and performance data; ServiceTitan or Nexstar experience beneficial.
• Ability to coach top earners with a continuous improvement mindset.

Responsibilities

• Coaching the sales team through ride alongs, call reviews, 1 to 1s and practical sales training.
• Increasing the team close rate from just over 40% toward a 50% target while protecting margin.
• Using ServiceTitan, AI sales coaching tools and Nexstar benchmarks to identify and improve performance.
• Continually refining sales processes, financing approaches and closing techniques.
• Collaborating across operations, finance and service teams to improve sales capability and commercial performance.

Skills

Sales leadership

Coaching

CRM analytics

Data-driven decisions

Team management

Tools

ServiceTitan

Nexstar

CRM software

Job description

Ready to take a good sales team and make it exceptional? This Sales & Finance Manager role gives you the autonomy, tools & backing to transform performance in a business growing 20% a year.

This established home services business has been serving its market for more than 50 years and is growing by approximately 20% annually. With expansion underway in South Carolina and ambitions to enter surrounding states, there is significant opportunity ahead. The focus now is on developing the sales function to deliver stronger conversion, greater consistency and sustainable growth.

We are seeking a Sales & Finance Manager to lead, coach and develop a team of 5 to 6 experienced in home sales professionals. This is 100% a leadership role for someone who knows how to teach sales, challenge established performers and use data, technology and hands on coaching to raise performance.

What's in it for you

• Take ownership of an established sales team with significant potential to improve performance
• Join a business growing approximately 20% annually with ambitious expansion plans
• Genuine autonomy to shape the sales function, introduce new ideas and drive change
• $120000 base salary with monthly bonus opportunity and target total compensation of approximately $200000 plus benefits

You'll be responsible for

• Coaching the sales team through ride alongs, call reviews, 1 to 1s and practical sales training
• Increasing the team close rate from just over 40% toward a 50% target while protecting margin
• Using ServiceTitan, AI sales coaching tools and Nexstar benchmarks to identify and improve performance
• Continually refining sales processes, financing approaches and closing techniques
• Collaborating across operations, finance and service teams to improve sales capability and commercial performance

You'll need

• Proven experience leading and developing a successful sales team
• Strong high value in home B2C sales experience, ideally within HVAC, roofing, home services or a similar sector
• Deep understanding of sales theory and the ability to genuinely coach people to improve
• Confidence using CRM technology, sales analytics and performance data, with ServiceTitan or Nexstar experience beneficial
• Low ego, curiosity and a continuous improvement mindset, combined with the confidence to challenge experienced, high earning salespeople

Location

Duncan SC - approximately 50% field based and 50% office based, including regular ride alongs and hands on coaching with the sales team.

Our client is committed to employment equity and encourages applications from all qualified individuals. All candidates will be considered without regard to race, gender, age, national origin, disability, or any other characteristic protected by law. Every application will be reviewed by a real person and responded to.