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, Occams Digital to join our Revenue Organization. In this role, you will own the growth-services line (subscription-based brand, web, SEO and local SEO, paid media, social and reputation management, and an AI Chat Receptionist), helping to drive attach-first digital revenue positioned as the marketing team that reads the client’s P&L.
If you’re passionate about performance economics, productized offers, and cross-sell motions into an installed client 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 clear-eyed operator: analytical, disciplined, and honest about capacity—someone who takes initiative, embraces challenges, and is eager to contribute to a culture of excellence and impact.
Key Responsibilities
- Own the line number attach-first: closed-won Digital revenue with attach rate to OccamsOS clients as a headline metric, and 90-day retention as the proof the sale was honest.
- Convert the audit funnel commercially: the website/SEO audit tool, the reputation grader, and the AI Chat Receptionist trial, owning audit-to-call conversion against a 15 to 25 percent design target and call-to-close conversion.
- Execute the quarterly cross-sell push: digital-health audits into the permissioned OS and tax client base, with review calls booked and attributed, as the first-funded motion on the line.
- Package wedge offers: templated scope blocks, proposal automation, vertical landing pages, and case studies with revenue outcomes, treating proof rather than traffic as the binding constraint on conversion.
- Run the AI Chat Receptionist as a product-led motion: 14-day live trials on the prospect’s own site, conversational qualification, and trial-to-subscription conversion mechanics.
- Enforce spend discipline: retargeting only on paid, zero cold paid acquisition, programmatic SEO for local terms, partner co-marketing through CARE, and CAC ceilings derived from LTV once churn data exists.
- Scope every commitment to confirmed delivery capacity on the shared bench, recommending cross-sell-only scope with data if capacity tightens.
- Partner with the Advisory & OccamsOS Sales Leader and the Head of CARE, since Digital attach, OS graduation, and multi-location partner referrals feed each other.
Success Metrics
- Closed-won Digital revenue with attach rate – achievement against quota with attach to OS clients tracked as a headline metric.
- Audit-to-call conversion – against the 15 to 25 percent design target, alongside audits run per month and call-to-close conversion.
- 90-day retention on new subscriptions – the quality gate on variable compensation, alongside trial-to-subscription conversion.
Required Qualifications & Experience
Education
- Bachelor’s degree in business, marketing, or a related field, or equivalent practical experience.
Experience
- 6+ years selling digital, growth, or agency services to founders and SMB operators, with at least two years leading the number for a line or practice, including demonstrated success with attach, cross-sell, or install-base expansion motions and the ability to show retention curves alongside bookings.
Essential technical skills
- Fluency in performance economics (defending a CAC ceiling from LTV, reading a churn cohort, killing a channel that does not pay); experience selling with productized entry offers (audits, graders, trials) and converting tool-generated pipeline; the temperament to run a capacity-constrained line honestly.
Preferred
- Local SEO and reputation-management depth in multi-location categories (hospitality, healthcare practices, home services); experience selling AI-assisted products (chat, automation) as part of a services bundle; time inside a finance-adjacent or advisory firm, or selling to buyers who think in P&L terms.
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, Occams Digital
- 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
