VP of Sales

ABOUT THE COMPANY

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

PREFERRED CFO | A CURRENT PARTNER FIRM

VP of Sales

Bring your network, build the relationships that drive our growth, and close the business they create for a premier fractional CFO and HR firm.

Location: Remote (U.S.) | Full-time | Reports to Jerry Vance, Founder & CEO

Preferred CFO is an outsourced/fractional CFO firm providing premium finance, accounting, and human resource expertise to growing and emerging companies. Our fractional CFOs, controllers, and HR leaders give founders and CEOs the financial clarity and strategic guidance they need to scale, raise capital, and prepare for exits. Preferred CFO is a partner firm of Current, a national platform for independent accounting and advisory firms.

JOB DESCRIPTION:

Demand for our expertise is growing fast, and we are looking for a VP of Sales who brings relationships, not just a pipeline. You already know the CEOs, CFOs, CPAs, attorneys, private equity professionals, and business owners who refer and buy advisory services, and you know how to turn those relationships into new clients. You will personally win new business, build the referral channels that feed it, and help shape the sales strategy for our next stage of growth.

Reporting directly to our Founder & CEO, Jerry Vance, you will work side by side with him and partner closely with our CFOs and the broader team, with real ownership of the number.

This is a relationship-driven closing role, not an outbound calling role. You will bring an established network, develop your own pipeline, scope and close the right deals, and carry your own revenue target.

YOU SHOULD APPLY IF:

• You win business on trust and reputation, not cold calls.
• Your network of CFOs, professional services firms, and business owners is your edge, and you want to get paid for it.
• You want a seat at the founder's table and a real voice in how we grow.
• You'd rather sell outcomes than products.

KEY RESPONSIBILITIES:

BUILD RELATIONSHIPS AND SELL (ROUGHLY 80% OF YOUR TIME)

• Turn your network into pipeline: activate and grow referral relationships with CFOs, CPA and professional services firms, private equity, attorneys, bankers, wealth advisors, and CEO peer groups.
• Expand Preferred CFO's brand and market presence by representing the firm in relevant associations, CEO peer groups, industry events, and speaking opportunities.
• Scope and close the right engagements: new fractional CFO, controller, and HR work with owner-led companies, typically $3M to $100M in revenue.
• Lead discovery conversations that uncover the real financial need (cash flow, forecasting, capital raise, exit readiness), shape tailored proposals, and close with integrity.
• Partner with our founder on larger and strategic pursuits, and gradually take ownership of the new-business pipeline he carries today.

SHAPE THE STRATEGY AND PROCESS (ROUGHLY 20%)

• Help shape the annual sales plan: target segments and ideal client profile, channel mix, and revenue targets.
• Provide market feedback on service packaging, pricing, and positioning, and stay current on competitor offerings and industry trends.
• Bring discipline to the pipeline: activity and conversion metrics, stage definitions, and forecasting in HubSpot.
• Strengthen existing channels (CEO peer groups, coaching networks, referral partners) and open new ones.
• Partner with our CFOs, marketing partners, and the broader team so new clients are well scoped and handed off smoothly.

QUALIFICATIONS:

MUST HAVE

• An established network you bring with you: active relationships with CEOs, Business Owners, CFOs, CPA and professional services firms, private equity, attorneys, bankers, or business owners, plus active involvement in relevant associations and peer groups (e.g., Vistage, EO, YPO, ACG, FEI, state CPA societies).
• 7+ years of B2B sales or business development, with a track record of personally closing professional, financial, or advisory services sold to business owners and CEOs.
• A track record of turning relationships into referrals and closed business, not just outbound activity.
• Financial fluency: you can read a P&L, balance sheet, and cash flow statement and talk credibly with a CEO about what they mean.
• A builder's mindset: self-directed, resilient, and energized by growth-stage ambiguity.
• High integrity and a consultative style that earns long-term trust.
• Results-driven and a team player: you own your number and work closely with others to win.

NICE TO HAVE

• Experience selling fractional or outsourced CFO services (a strong plus), or accounting, HR, or consulting services.
• Experience building and executing a sales plan, with pipeline discipline and forecasts others relied on.
• Experience leading or coaching salespeople, as this role may grow into team leadership.
• Sandler or other structured sales training.
• HubSpot and Google Workspace proficiency.
• Bachelor's degree in business, finance, or a related field; MBA a plus.

We welcome owner-operators who have built and sold their own services firm and want to put their selling and leadership skills to work on a larger platform.

WHERE THIS ROLE CAN TAKE YOU

This is a growth role by design. The role does not manage a team today. As revenue grows, the VP of Sales has the opportunity to build the Preferred CFO sales function company wide. Through Current, you will also be part of a national network of partner firms, with exposure to platform-wide growth initiatives, peers across the country, and the AI-enabled tools Current is building.

LOCATION AND TRAVEL

Remote within the U.S., with travel as needed for client meetings, channel partner events, and time with the team in Utah.

COMPENSATION & BENEFITS

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

EQUAL OPPORTUNITY

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.