Sales Executive

CFO Works; Mumbai; On-site; INR 400,000 - 700,000; Full time

Job summary

CFO Works in Mumbai specializes in accounting, taxation, compliance and advisory services. The Sales Executive will generate leads, close deals, and manage digital marketing campaigns for our professional services.

You will meet targets, conduct client meetings (virtual or in-person), tailor solutions, and nurture long-term relationships with CXOs and finance heads.

Qualifications

• Bachelor’s degree in Business, Commerce, Finance, or related field.
• 1–3 years of experience in sales, preferably in professional services related to finance.
• Strong communication, negotiation, and presentation skills.
• Comfortable selling intangible services to CXOs, founders, and finance heads.
• Proficiency with CRM tools and Microsoft Office/Google Workspace.

Responsibilities

• Identify and qualify new business opportunities through networking, cold calling, inbound leads, and referrals.
• Promote and pitch our CFO Services that include Accounting, Taxation, Compliance, and Advisory services to startups, SMEs and established businesses .
• Conduct client meetings (virtual or in-person), understand business needs, and present tailored solutions.
• Collaborate with internal teams to prepare proposals, quotes, and onboarding documents.
• Maintain CRM records, sales reports, and client communication logs accurately.
• Meet or exceed monthly and quarterly sales targets.
• Maintain long-term relationships with clients for upselling and referrals.
• Attend networking events, webinars, and industry expos when applicable.

Skills

Strong communication

Negotiation

Presentation

Self-motivated

Education

Bachelor’s degree in Business, Commerce, Finance, or related field

Tools

CRM tools

Microsoft Office

Google Workspace

Job description

We understand that every enterprise faces unique challenges. At CFO Works, we navigate complexities with precision, ensuring long-term growth and sustainability.

Our team, comprising highly skilled, dedicated, and ethical professionals approaches every task with enthusiasm and integrity.

As your trusted partner, we take immense pride in supporting your journey with unwavering commitment, excellence, and reliability.

Job Description

CFO Works specialises in Accountng, Taxation, Compliance & Business Consultancy services. Our mission at CFO Works is to empower businesses with transformative financial leadership. We strive to bridge the gap between talented CFOs and organizations in need, facilitating the growth and success of both.

We are seeking a dynamic and results-driven Sales Executive to join our team. The ideal candidate will be responsible for generating leads, closing sales, and managing digital marketing campaigns for our suite of professional services, including Accounting, Taxation, Compliance, and CFO services .

Here is your opportunity to become a part of one of the fastest growing CFO Services in India. If you’re looking for a chance for great income potential, independence and flexibility, we encourage you to apply today.

Responsibilities:

Identify and qualify new business opportunities through networking, cold calling, inbound leads, and referrals.

Promote and pitch our CFO Services that include Accounting, Taxation, Compliance, and Advisory services to startups, SMEs and established businesses .

Conduct client meetings (virtual or in-person), understand business needs, and present tailored solutions.

Collaborate with internal teams to prepare proposals, quotes, and onboarding documents.

Maintain CRM records, sales reports, and client communication logs accurately.

Meet or exceed monthly and quarterly sales targets.

Maintain long-term relationships with clients for upselling and referrals.

Attend networking events, webinars, and industry expos when applicable.

Requirements

Qualifications & Skills:

Bachelor’s degree in Business, Commerce, Finance, or related field.

1–3 years of experience in sales, preferably in professional services related to finance.

Strong communication, negotiation, and presentation skills.

Comfortable selling intangible services to CXOs, founders, and finance heads.

Basic understanding of accounting, taxation, and compliance services (training will be provided).

Self-motivated, target-driven, and organized.

Proficiency with CRM tools and Microsoft Office/Google Workspace.