Mid-Market Advisory Sales Strategist

Neil Jesani Advisors is a specialized team of CPAs, EAs, Tax Attorneys, and financial professionals dedicated to helping high-income individuals and successful business owners significantly reduce tax exposure and elevate long-term financial outcomes. We're expanding our reach into the mid-market B2B space and seeking a high-caliber Mid-Market Advisory Sales Strategist to lead that growth. The Role This role is ideal for a strategic hunter who understands how to navigate complex organizations, engage senior leadership, and communicate the value of sophisticated tax, financial, and advisory solutions. We are hiring regionally for this position. The successful candidate will spend an initial two weeks at our corporate office for immersive onboarding, training, and integration with our advisory team — and thereafter will travel to corporate one week each month to maintain alignment with leadership, collaborate cross-functionally, and contribute to ongoing strategic initiatives. The remainder of the time, you'll operate from your home region, close to clients and prospects. What You'll Do Drive new business development across mid-market companies and professional organizations Lead the full sales cycle — prospecting, discovery, solution presentation, proposal, and close Engage CFOs, CEOs, business owners, and key stakeholders with a consultative, insight-driven approach Translate client challenges into high-value tax reduction, planning, and advisory solutions Navigate multi-threaded sales processes with legal, finance, and executive teams Build a strong outbound motion and maintain disciplined pipeline management in HubSpot Protect pricing integrity and negotiate strategically based on business value Collaborate with marketing and leadership to refine messaging, targeting, and GTM initiatives What We're Looking For 10+ years of B2B enterprise or mid-market sales experience Proven success closing complex, high-value professional services or financial solutions Executive presence with the ability to influence senior decision-makers A hunter mindset with strong discipline and self-motivation Excellent communication, discovery, and value-based selling skills Comfort working in a high-growth, high-expectation environment Willingness and ability to travel to our corporate office for the initial two-week onboarding period and one week per month thereafter What We Offer At Neil Jesani Advisors, Inc., we are committed to hiring exceptionally talented individuals because our clients — and your future teammates — deserve nothing less than the best. Exceptional talent deserves exceptional rewards, which is why we provide superior compensation, a supportive work environment, and robust growth opportunities. If you bring extraordinary skills to the table, you can expect to earn significantly more than your current earnings while enjoying immense job satisfaction. Our comprehensive benefits include: 401(k) match Full healthcare coverage 15 days of PTO (on top of 10 major public holidays and others) And more We foster a high-performance yet relaxed workplace where intellectual curiosity and high-value contributions are celebrated. While we prioritize hard work and delivering value, we also value personal comfort and work-life balance. Apply today and join a team dedicated to redefining excellence in tax and financial success.