Sales Manager (Financial Services)

Schedule: 1 FTE (40 hours/week).

Location: Katowice, Poland (remote) 

We are Baltic Assist, an outsourcing company specializing in innovative remote career solutions. We provide exciting opportunities on a global level, fostering long-term cooperation between top talent and our partners. By cultivating a desirable environment, our people are empowered to excel and engage with a community of diverse professionals. With a commitment to efficiency and innovation, Baltic Assist aims to be the go-to choice for seeking rewarding careers.

What you'll be doing

As a Sales Manager, you'll focus on selling B2B financial service packages, including outsourced accounting, reporting, VAT compliance coordination, and other finance‑related solutions to international clients. Your day will involve identifying new business opportunities through events and referrals, preparing tailored proposals in collaboration with our finance team, and building long-term client relationships. You’ll guide clients through onboarding, track your pipeline and revenue in the CRM, and stay proactive in managing complex, consultative sales cycles.

How you'll spend your day

• Representing Baltic Assist’s financial and accounting service solutions to international clients.
• Leveraging your network of CFOs, Finance Directors, Controllers, Accounting Managers, or other B2B financial decision-makers
• Identifying new prospects through events, referrals, and professional communities.
• Collaborating with our finance experts to prepare tailored proposals, scopes, and commercial offers.
• Leading client conversations, negotiating agreements, and supporting the onboarding process.
• Managing your pipeline and revenue forecasts in CRM.
• Sharing market insights to help shape and improve our service offerings.

• Experience in B2B financial or professional services sales, such as accounting, payroll, outsourcing, BPO, consulting, VAT coordination, or finance‑related SaaS solutions.
• A consultative sales approach with the ability to understand client needs and translate them into clear service proposals.
• Experience working with corporate finance stakeholders (CFOs, Finance Directors, Controllers, Accounting Managers) or a strong interest in finance, accounting, or compliance topics with the willingness to learn VAT‑ or tax‑related processes.
• Strong communication skills and the ability to explain finance‑related concepts in clear, customer‑friendly language.
• Goal‑oriented mindset and comfort in structured, relationship-driven environments.
• Good English skills for communication with international clients and colleagues.