What are the responsibilities and job description for the Director of Sales position at DHA CPAs?
About DHA CPAs
DHA CPAs is a growing, full-service CPA firm dedicated to delivering personalized accounting, tax, and advisory solutions for a diverse client base. We pride ourselves on building deep relationships, leveraging industry expertise, and embracing technology to drive exceptional client outcomes and sustainable firm growth.
Position Summary:
As Director of Sales, you will own DHA CPAs’ firm sales strategy and drive financial services business development from lead generation through close. You’ll define and execute our go‑to‑market plan, manage a data‑driven sales pipeline, and lead initiatives to expand our client roster. Partnering with firm leadership, marketing, and operations, you’ll craft compelling proposals, track KPIs, and ensure a seamless transition from prospect to long‑term client.
Key Responsibilities:
- Strategic Sales Leadership
- Develop and implement an annual sales plan aligned with firm's growth objectives
- Set revenue targets, track performance, and forecast quarterly results
- Identify new markets, service lines, and referral sources
- Pipeline & Client Acquisition
- Generate qualified leads through networking, outreach, events, and digital channels
- Qualify prospects against DHA’s ideal client profile and manage sales pipeline
- Host discovery meetings, deliver sales presentations, and negotiate engagement terms
- Team & Vendor Coordination
- Partner with internal teams (Partners, Accounting, Admin) to craft proposals and pricing models
- Manage relationships with external marketing and lead-gen vendors
- Assist firm partners in coaching Supervisors and Managers on leading prospective-client meetings and guiding the client onboarding process
- Client Onboarding & Retention
- Oversee smooth handoff from sales to onboarding specialists
- Monitor early-stage client satisfaction and address any concerns
- Collaborate on cross-sell/up-sell strategies to maximize client lifetime value
- Analytics & Reporting
- Track key metrics (lead sources, win rates, average revenue, sales cycle length)
- Publish regular sales dashboards and actionable insights to firm leadership
- Recommend process improvements and automation opportunities
- Brand & Community Engagement
- Represent DHA CPAs at local industry events, conferences, and charitable initiatives
- Contribute to thought leadership via social media, firm blog posts, and webinars
- Ensure consistency of firm branding and messaging across all channels
Education & Qualifications:
- Bachelor’s degree in Business, Marketing, Communications, or related field preferred (not required)
- 3 years of progressive sales or business-development experience—ideally in a professional-services or CPA-firm environment
- Proven track record of meeting/exceeding revenue targets and managing sales cycles
- Familiarity with CRM platforms (e.g., Salesforce, HubSpot, Zoho) and sales-enablement tools preferred (not required)
- Exceptional networking, social selling, negotiation, and presentation skills
- Ability to interpret sales data and KPIs
- Demonstrated leadership or mentoring experience
Desired Skills & Experience:
- Self-starter with a high degree of initiative and ownership
- Ability to identify, research, and qualify potential customers
- High level of comfort with calling, emailing, messaging, or networking to initiate contact
- Strong written and verbal communication skills as well as presentation skills
- Demonstrate a high level of active listening skills to understand potential clients’ needs and objections
- Growth-minded, process-improvement orientation
- Detail-oriented, highly organized, and proactive in follow-through
- Ability to harness and implement digital marketing tactics
- Collaborative team player who thrives in a fast-paced, entrepreneurial environment
Schedule & Location:
- 40 hours per week, hybrid (office in Chaska, MN)
- Decreased Summer hours – 36 hours per week required (Memorial Day to Labor Day)
- Office closed on Fridays, April 15 – Labor Day
Compensation & Benefits:
- Base Commission:
- Base salary starting at $60,000 with additional commissions providing the potential to earn up to $150,000 or more annually
- Detailed commission plan and bonus structure provided upon offer
- Full benefits package:
- Medical, dental, vision & life insurance
- 401(k) with firm match
- Generous PTO and firm holidays
- Paid maternity/parental leave
- Professional development reimbursement program
- Diverse workload, collaborative culture, and relaxed environment
- Core Values: We are client-focused, forward-thinking, dependable, a team, and proud of our organization
For more information on DHA benefits, career paths, and core values, please visit our website - https://dha-cpa.com/careers/
DHA CPAs is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Salary : $60,000 - $150,000