
1001 - 5000 employees
🤝 B2B
💼 Consulting
🏢 Enterprise
B2B • Consulting • Enterprise
Current is a platform (formerly Crete Professionals Alliance) that empowers independent accounting firms to scale by combining technology, talent, capital, and strategy. Founded in 2023, Current operates a growing network of partner firms (the site cites 48 firms, 2k+ employees across 39 states and 3 countries) and provides services that help firms accelerate growth without sacrificing independence. Its offerings and capabilities emphasize tech transformation (automation, AI, streamlined workflows), global service delivery, M&A and strategic expansion, talent continuity, brand & marketing, and shared operational infrastructure. Current notes that it is not a licensed CPA firm; subsidiary entities provide non-attest tax, advisory, and other services, and network firms participate in an alternative practice structure.
🔥 14 hours ago
Where this job comes from
Posted on Current's careers page, not through a job board
First seen by Remote Rocketship 14 hours ago
Still open on Current's site. Checked 59 minutes ago.

1001 - 5000 employees
🤝 B2B
💼 Consulting
🏢 Enterprise
B2B • Consulting • Enterprise
Current is a platform (formerly Crete Professionals Alliance) that empowers independent accounting firms to scale by combining technology, talent, capital, and strategy. Founded in 2023, Current operates a growing network of partner firms (the site cites 48 firms, 2k+ employees across 39 states and 3 countries) and provides services that help firms accelerate growth without sacrificing independence. Its offerings and capabilities emphasize tech transformation (automation, AI, streamlined workflows), global service delivery, M&A and strategic expansion, talent continuity, brand & marketing, and shared operational infrastructure. Current notes that it is not a licensed CPA firm; subsidiary entities provide non-attest tax, advisory, and other services, and network firms participate in an alternative practice structure.
• Personally win new business, build referral channels, and help shape sales strategy • Activate and grow referral relationships with CFOs, CPA and professional services firms, private equity, attorneys, bankers, wealth advisors, and CEO peer groups • Represent Preferred CFO in associations, CEO peer groups, industry events, and speaking opportunities • Scope and close fractional CFO, controller, and HR engagements for owner-led companies typically generating $3M to $100M in revenue • Lead discovery conversations to identify financial needs such as cash flow, forecasting, capital raises, and exit readiness • Develop tailored proposals and close engagements with integrity • Partner with the founder on larger and strategic pursuits • Take gradual ownership of the new-business pipeline • Help shape the annual sales plan, target segments, ideal client profile, channel mix, and revenue targets • Provide market feedback on service packaging, pricing, positioning, competitors, and industry trends • Establish pipeline activity and conversion metrics, stage definitions, and forecasting in HubSpot • Strengthen existing channels and develop new referral channels • Partner with CFOs, marketing partners, and the broader team to ensure smooth client scoping and handoff • Report directly to Founder & CEO Jerry Vance • Opportunity to build the Preferred CFO sales function as revenue grows
• Established network of CEOs, business owners, CFOs, CPA and professional services firms, private equity professionals, attorneys, bankers, or business owners • Active involvement in relevant associations and peer groups such as Vistage, EO, YPO, ACG, FEI, and state CPA societies • 7+ years of B2B sales or business development experience • Track record of personally closing professional, financial, or advisory services sold to business owners and CEOs • Track record of turning relationships into referrals and closed business • Financial fluency, including ability to read a P&L, balance sheet, and cash flow statement • Self-directed, resilient, and energized by growth-stage ambiguity • High integrity and consultative sales style • Results-driven and able to work closely with others • Experience selling fractional or outsourced CFO services, accounting, HR, or consulting services is a strong plus • Experience building and executing a sales plan, with pipeline discipline and reliable forecasts is a plus • Experience leading or coaching salespeople is a plus • Sandler or other structured sales training is a plus • HubSpot and Google Workspace proficiency are a plus • Bachelor's degree in business, finance, or a related field is a plus; MBA is a plus • Owner-operator experience building and selling a services firm is welcomed • Must be legally authorized to work in the US for any employer
• Health, Dental, and Vision Insurance, with options for fully paid employee-only health and dental coverage • Company-Paid Life and Long-Term & Short-Term Disability Insurance • Supplemental life insurance, critical illness, and accident insurance • Classic Safe Harbor 401(k) Plan with employer contributions • Professional growth, learning, and development opportunities • Access to Becker and LinkedIn Learning • Commission opportunities • Remote work within the U.S. • Travel as needed for client meetings, channel partner events, and time with the team in Utah
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