About FinOptimal
FinOptimal is an accounting firm and software company focused on helping modern accounting teams operate better through automation, technology, and thoughtful process design. We work with growing businesses and accounting firms that care deeply about accuracy, efficiency, and scalable systems.
Our team is fully remote and highly collaborative. We value ownership, clarity, and people who take responsibility for outcomes, not just tasks. We believe accounting should be proactive, tech-enabled, and continuously improving.
What you’ll do
You will own revenue growth for FinOptimal’s accounting firm from end to end. This is not a handoff role. You are responsible for sourcing opportunities, selling services, retaining clients, and expanding relationships over time.
Specifically, you will:
- Own new revenue growth for the accounting firm, from lead generation through close
- Source your own leads through partnerships, outbound efforts, referrals, and creative go-to-market initiatives
- Develop, test, and own new lead generation ideas, including working with agencies or contractors when helpful
- Lead discovery calls and confidently engage in accounting and finance conversations with founders, controllers, and CFOs
- Scope accounting engagements, design solutions, and price services appropriately
- Build and present proposals that clearly communicate value, scope, and pricing
- Close deals and onboard new clients into long-term relationships that will be serviced by our client delivery team
- Serve as the primary relationship owner for clients you sign
- Retain and expand existing clients through upsells, repricing, and expanded scopes
- Identify churn risks early and proactively address them
- Partner internally to ensure clients are successful, satisfied, and growing with FinOptimal
Your success will be measured by net revenue growth.
What we’re looking for
This role is for someone who has done this before inside an accounting or professional services firm.
You are a strong fit if you:
- Have experience growing revenue at an accounting firm or advisory firm
- Can confidently speak accounting and finance, not just sales
- Have closed professional services deals end-to-end
- Are comfortable scoping, pricing, and selling custom accounting engagements
- Can walk into a CFO-level conversation and understand what is actually being discussed
- Are equally comfortable sourcing leads as you are closing them
- Take ownership instead of waiting for a marketing team to deliver leads
- Are resourceful, creative, and willing to test new growth ideas
- Understand that retention, expansion, and repricing are just as important as new sales
- Want full accountability and real influence over how the firm grows
Someone who cannot speak accounting fluently will not be successful in this role.
Requirements
- 5–10 years of experience in accounting, advisory, or professional services
- Direct experience in a growth, sales, or business development role at an accounting firm
- Proven ability to close deals and manage long-term client relationships
- Strong understanding of accounting services, workflows, and pricing models
- Experience scoping work, pricing engagements, and creating proposals
Experience owning or materially contributing to lead generation initiatives - Strong communication skills with senior finance leaders
- Comfortable operating in a high-ownership, low-structure environment
Compensation
- On-target compensation: $160,000 - $225,000 depending on experience
- On-target compensation is a mix of base salary and variable cash compensation.
- Variable cash compensation is uncapped. If you exceed your goals, you will be compensated for it.
- 401K plan with employer match
- Unlimited PTO and 10 paid company holiday
- Medical / Dental / Vision & Supplemental Insurance Coverage
- Full premium paid, full HSA employer contribution if opting to go with the high-deductible plan.
- Low deductible and out of pocket plan fully paid if opting to not go with the high-deductible plan.
