Job description

COMPANY SUMMARY Sapling Financial Consultants is a management consulting firm, founded in 2015. What started as an idea from a kitchen table has turned into a trusted advisor serving clients across North America. Headquartered in Toronto, Ontario, with a newly opened satellite office in New York , Sapling is supported by a team of 30 professionals, delivering high-quality financial modeling, due diligence, interim FP&A and data analytics solutions tailored to mid-market companies, private equity firms, investment banks, search funds and independent sponsors, infrastructure and electricity developers, as well as entrepreneurs. More than half of Sapling’s clients are based in the U.S., reflecting its expanding geographic footprint and growing reputation in management consulting. The firm continues to scale its capabilities, invest in new talent and maintain flexibility in response to shifting market conditions. During periods of economic uncertainty, Sapling has consistently demonstrated steady growth. The firm has earned national recognition for professional services, workplace wellness and growth, including being named one of Canada’s Top Growing Companies in 2024 and 2025. POSITION SUMMARY Sapling is opening an office in Atlanta. We are looking for somebody who is excited about building something from scratch. You wi ll have lots of freedom to execute on your vision – and even more responsibility. Our New York office is thriving, and your job will be to make Atlanta thrive too. Ultimately, we expect you to build a small team of salespeople in Atlanta, with satellite offices under you in places like Charlotte, Nashville and Miami. But let’s get Atlanta humming first. In this role, you’ll act as a connector in the community, cultivating relationships with Private Equity firms, Investment Banks, M&A Lawyers, Wealth Advisors and other leaders in our market to make Sapling a trusted name. Your job will be to get us into hard-to-reach places, using every reasonable means at your disposal – referrals and introductions, emails, and yes, even cold calls. To build this almost from s cratch, you will need a can-do attitude and the ability to operate with limited oversight. We will judge your performance based on your numbers. Yes, it’s a lot of pre ssure, but the upsi de is large! Our guiding principle is  We Live for A+.  If you are someone who strives for excellence, not because you have to , but because you take pride in doing great work and enjoy seeing how far you can go, then Sapling might be exactly where you belong. Roles & Responsibilities: Aggressively prospect and expand client base in the Atlanta area, targeting Private Equity Firms, Investment Banks, CFOs and Lenders, and other similar businesses. Execute against the strategic business plan, tactical objectives , and revenue goals, driving influence to grow demand and enable sales. Collaborate with senior management to set sales goals that support business and revenue objectives , develop budgets, and create sales forecasts. Ensure the company is increasing market influence and presence in key markets and achieving sustained market share growth through strategic and continuous sales activity. Manage the sales process from lead generation to closing, ensuring a seamless client experience and high satisfaction. Establish priorities and effectively screen new business opportunities to ensure alignment with company strategy and operational capabilities. Set, measure and track target progress and performance to optimize sales strategies. Work with senior leadership to establish and lead satellite sales offices in key locations across North America. Represent the company at industry events, conferences, and networking opportunities to promote our services and build relationships. Requirements: Proven track record of achieving sales targets and driving revenue growth in a sales hunter role Experience in financial fields such as accounting, consulting, investment banking, lending, etc., is considered an asset History of attaining revenue and performance goals as well as growing and maintaining a customer base Demonstrated history of closing business opportunities and building long-term relationships, consistently meeting and/or exceeding goals Strong understanding of consulting services and industry trends Excellent communication, negotiation, and interpersonal skills Strategic thinker with the ability to analyze data, identify opportunities, and develop effective sales strategies Proficiency in CRM software and sales management tools Bachelor's degree CPA/CFA or related designations are an asset Travel 25% as needed Key Attributes: Growth mindset: Makes continuous efforts to learn and grow Customer-centric: Places customer needs first and works to deliver solution-based assistance through company services. Self-motivated: Establishes and takes action on their goals and targets. Solution-focused: Focuses on long-term opportunities, strategies and ideas rather than problems. Results driven: Remains organized and focused on exceeding company KPI’s and targets while setting an example for others Hungry: Has a strong desire to go above and beyond, always looking for more responsibility, and thinking about the next step and opportunity. APPLICATION MATERIALS: Resume Human written (NON-AI) Cover Letter focusing on your career achievements and goals and how they apply or translate to this role We do not use AI to review your application. When it is reviewed, it is reviewed by a human being, likely a senior one. This reflects the care with which we do all our work. At Sapling, you are a person in whose growth we are deeply vested - you are not a number, and not data for LLM.

Requirements

Must-haves

Aggressively prospect and expand client base in the Atlanta area, targeting Private Equity Firms, Investment Banks, CFOs and Lenders, and other similar businesses.
Execute against the strategic business plan, tactical objectives , and revenue goals, driving influence to grow demand and enable sales.
Collaborate with senior management to set sales goals that support business and revenue objectives , develop budgets, and create sales forecasts.
Ensure the company is increasing market influence and presence in key markets and achieving sustained market share growth through strategic and continuous sales activity.
Manage the sales process from lead generation to closing, ensuring a seamless client experience and high satisfaction.
Establish priorities and effectively screen new business opportunities to ensure alignment with company strategy and operational capabilities.
Set, measure and track target progress and performance to optimize sales strategies.
Work with senior leadership to establish and lead satellite sales offices in key locations across North America.
Represent the company at industry events, conferences, and networking opportunities to promote our services and build relationships.
Proven track record of achieving sales targets and driving revenue growth in a sales hunter role
Experience in financial fields such as accounting, consulting, investment banking, lending, etc., is considered an asset
History of attaining revenue and performance goals as well as growing and maintaining a customer base
Demonstrated history of closing business opportunities and building long-term relationships, consistently meeting and/or exceeding goals
Strong understanding of consulting services and industry trends
Excellent communication, negotiation, and interpersonal skills
Strategic thinker with the ability to analyze data, identify opportunities, and develop effective sales strategies
Proficiency in CRM software and sales management tools
Bachelor's degree
CPA/CFA or related designations are an asset
Travel 25% as needed
Growth mindset: Makes continuous efforts to learn and grow
Customer-centric: Places customer needs first and works to deliver solution-based assistance through company services.
Self-motivated: Establishes and takes action on their goals and targets.
Solution-focused: Focuses on long-term opportunities, strategies and ideas rather than problems.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

goaillm

Platform: bamboohr
Effort: medium

Benefits

Benefits detected in the listing.

Vision

Wellness