Regional Director of Sales - West Coast

About the Role

At CAPSTAN our dedicated team works collaboratively to deliver expert tax consulting services characterized by clear, purposeful, and warm communication. We take pride in our meticulous approach and foster a culture of mutual respect and trustworthiness both internally and with our clients.

• COMMUNICATION – Striving to communicate – internally and externally – in a manner that is clear, purposeful, and warm.
• ACCOUNTABILITY – Striving to be a person on whom others can rely, fulfilling all commitments to clients and colleagues.
• PRIDE – Striving to do all things with meticulous accuracy, taking pride in work as a reflection of self.
• SUPPORT – Striving to encourage teammates in all endeavors, contributing to an atmosphere of mutual respect.
• TRUSTWORTHINESS – Striving to act with integrity and to be worthy of trust.

• Drive regional revenue growth by developing and executing a sales plan that targets clients across the assigned territory.
• Build and manage a high‑performing sales team
  , providing coaching, pipeline reviews, and accountability to consistently meet and exceed goals.
• Develop strategic partnerships with companies and industry associations to generate referral business and expand market presence.
• Educate prospects and partners on the financial benefits and compliance requirements of Cost Segregation, Energy Incentives, and R&D Tax Credits through consultative selling.
• Monitor market trends and competitive activity to identify new opportunities, adjust territory strategy, and provide actionable insights to senior leadership.
• Collaborate cross‑functionally with marketing, technical tax experts, and client services teams to ensure smooth onboarding, high client satisfaction, and strong renewal/retention rates.

• Strategic Thinker – Ability to see the bigger picture and formulate effective, long‑term sales strategies.
• Collaborative Team Player – Thrives in a team environment, bringing out the best in colleagues and working toward common goals.
• Client‑Focused Expert – Prioritizes understanding and fulfilling clients’ unique needs, ensuring satisfaction and loyalty.
• Driven Sales Hunter – Unwavering determination to seek out and secure new opportunities and clients.
• Tech‑Savvy Learner – Embraces new technologies and skill sets with enthusiasm, staying ahead in an evolving industry.
• Results‑Oriented Achiever – Consistently meets and exceeds individual sales targets and contributes to overall team success.
• Strong Communicator – Effectively conveys ideas, builds relationships, and provides clear and concise information to clients and colleagues.

• Bachelor’s degree in a relevant field or equivalent experience.
• Proven track record in consultative sales, ideally in the financial or tax industry.
• 5–7 years of proven sales management experience (with 7–10 years total sales experience), ideally in consultative or financial services, with a track record of building and leading high‑performing teams.
• Existing relationships and networks with CPA firms and financial partners.
• Strong understanding of finance and tax principles.
• Excellent communication skills, both written and verbal.

• Competitive Compensation – Salary package with performance‑based incentives.
• Full‑time Remote Opportunity – Flexibility of working remotely while being part of a dynamic team.
• Normal Business Hours – Regular schedule for a healthy work‑life balance.
• Comprehensive Benefits Package – Medical, Vision, Dental, HRA, and retirement plan.
• Career Growth Prospects – Opportunities for advancement and professional development within a growing organization.

If you are a dynamic, driven professional who aligns with our mission, shares our core values, and possesses the skills and traits we’re looking for, we invite you to take the next step in your career and apply for the position of Regional Director of Sales at CAPSTAN.

Join us in making a real impact in the world of tax consulting and be part of a team that values your contributions and offers a rewarding and fulfilling career.

• Director

• Full‑time

• Consulting and Finance