Company Overview
Founded in 2012, Occams is a multi-entity portfolio and platform company at the intersection of advisory, applied AI, investment banking, and digital capital. Across four operating businesses - Business Advisory (strategic advisory, fractional resources, specialty tax, government incentives), Occams.ai (an applied AI platform with several middle - market centric products including CFOInsights.ai, TaxVantage.ai, and Incubation.ai), Occams Capital Partners (debt advisory, mid-market sell-side M&A and investment banking), and Occams 21M (a Bitcoin-native capital allocation platform) - Occams serves founders, C Suite, and leadership teams through every stage of the business lifecycle.
Occams has earned 9 rankings on the Inc. 5000, 6 Financial Times Americas Fastest-Growing recognitions, 2 Fortune Most Innovative Companies designations, and Inc.’s Best Workplaces — a track record few professional services firms can match. Operating across all U.S. states and territories, Occams brings together a team of more than 120 professionals across New York, Los Angeles, Dallas, Sarasota, Johannesburg, Dominican Republic, Toronto, Dubai, New Delhi, and Mumbai, with leadership drawn from Fortune 500 entities like Barclays, UBS, Wells Fargo and top global universities and academic institutions.
About Your Role
We are looking for a Sales Leader, Advisory & OccamsOS to join our Revenue Organization. In this role, you will own closed-won revenue end to end for the firm’s two largest lines, advisory and fractional CFO services and OccamsOS, the firm’s tiered operating subscription, helping to drive the revenue lines that carry more of the growth plan than any other.
If you’re passionate about high-trust, considered B2B selling, subscription revenue, and expansion into an installed base, thrive in a fast-paced, collaborative, and growth-focused environment where innovation, teamwork, and continuous learning drive success, we’d love to hear from you!
The ideal candidate is a player-coach: consultative, disciplined, and comfortable at board level—someone who takes initiative, embraces challenges, and is eager to contribute to a culture of excellence and impact.
Key Responsibilities
- Own closed-won Advisory and OccamsOS revenue against quota from both engines (direct floor and CARE channel), plus new MRR by tier and the tier mix that compounds into the long-range plan.
- Convert the graduation machine: delivery-milestone triggers and the stage-assessment quiz that surface OS opportunities inside the existing client base, owning consult rates and the feedback loop that tunes them.
- Enforce routing and calendar discipline: lower tiers to associate-led consults, upper tiers to senior calendars with capacity throttles, and trust-led signals reaching a named senior owner within 48 hours.
- Run a senior, trigger-led advisory motion: researched one-pagers on signal, three-touch maximum on senior sequences, no drip campaigns into this segment, and no discount mechanics.
- Drive deal strategy and ICP refinement: win/loss discipline, tier-mapped case studies fed back into content, and pricing-page integrity on the canonical tier sheet.
- Partner with Customer Success by handing over accounts set up to expand, with on-time kickoff and a 90-day success plan as the closing artifact.
- Build and coach an Account Executive bench to quota while personally closing flagship deals, inside a metrics-run operating cadence.
- Collaborate with the Head of CARE on joint reviews producing referral flow into advisory and OS, engaging channel referrals within a 24-business-hour SLA.
Success Metrics
- Closed-won line revenue – achievement against quota regardless of source engine, plus new MRR by tier.
- SQL-to-close conversion and ACV – the downstream quality gates on variable compensation.
- 90-day dissolution rate – watched as a selling-quality signal on new OccamsOS subscriptions, alongside graduation and tier-upgrade rates.
Required Qualifications & Experience
Education
- Bachelor’s degree in business or a related field, or equivalent practical experience.
Experience
- 8+ years selling and then leading sales for high-trust, considered B2B services (management consulting, advisory, fractional executive or CFO services, or comparable categories with five-figure monthly relationships), including demonstrated success selling recurring subscription or retainer offerings to founders and CEOs of $5M to $200M revenue companies.
Essential technical skills
- Expansion selling into an installed base and trigger-led new-logo motions; board-level presence; CRM discipline, forecast accuracy, and SLA-governed handoffs; a player-coach record of personal closing while building and coaching a small AE team to quota.
Preferred
- Experience selling alongside a formal referral channel of CPAs, wealth advisors, attorneys, or bankers; familiarity with the fractional CFO, outsourced finance, or family-office landscape and its buying triggers; experience selling against published pricing and using transparency as a closing asset.
Benefits & Perks
- Health Insurance (75% paid for you and family by Occams)
- Dental & Vision (75% paid for you and family by Occams)
- 401k non-contributory 3% of your entire compensation (1 year wait)
- 3 % Fixed CTC Budget for Learning Opportunities
- Market Leading Paid Time Off Policy
- Unlimited PTO Policy
- Employee Recognition & Rewards
- One of the best cultures of benevolent meritocracy
Job Details
- Title: Sales Leader, Advisory & OccamsOS
- Annual Compensation: As per Company Std
- Work Schedule: Office (Austin Sales Org HQ) or Remote (US)
- Nature: Full time
- Shift: CST
- Location: Austin, TX or Remote, USA
