Territory Sales Executive — Cost Segregation & Tax Strategy
Job Description
Our client helps real estate owners, developers, and builders unlock significant cash flow through cost segregation studies and tax strategy — accelerating depreciation that would otherwise take decades to realize. Founded by a licensed CPA with 15+ years of industry experience, the company has grown to hundreds of clients and over a thousand completed studies in under two years, while remaining profitable. We’re a tight-knit, founder-led team that moves fast, treats clients like relationships (not transactions), and is building toward significant growth in the years ahead.
The Role
We’re hiring a Territory Sales Executive to build our presence in Phoenix from the ground up. This is a true hunter role: you’ll build direct relationships with CPA firms, commercial real estate developers and builders, brokers, and property owners in your market — converting warm regional traction into a dominant local presence. You’ll represent company at local networking groups, conferences, and trade events, and build a territory that compounds into recurring, repeat business over time.
This role reports directly to our CEO.
What You’ll Do
- Prospect and build relationships with CPA firms, real estate developers/builders, brokers, and mortgage banks in your assigned territory
- Represent company at industry conferences, trade shows, and local networking/referral groups
- Educate prospective clients and referral partners on cost segregation and the value it creates
- Manage the full sales cycle from first conversation through signed engagement
- Build and maintain long-term relationships that generate recurring, repeat business
- Collaborate with our production and CPA-partner teams to ensure a smooth client experience
Compensation & Benefits
- $80k + uncapped commission. OTE $120K plus year 1.
- Earnings potential grows significantly as your book of business matures — current reps are earning well into six figures
- Monthly stipend during onboarding/ramp
- Mileage reimbursement and support for client-facing expenses (meals, networking events)
- Growing benefits package, with retirement plan expansion planned
Requirements
- A proven hunter — someone who thrives building relationships from scratch and is comfortable working through gatekeepers to earn trust
- Experience in relationship-driven B2B sales; experience selling into CPA firms, accounting/financial services, or similarly trust-based sales environments is a plus
- No cost segregation or tax industry experience required — we’ll train you on the product
- Self-starter mentality, comfortable with a challenging ramp period while building your pipeline
- Based in or willing to relocate to Dallas or Phoenix (two roles open)
- Willingness to travel locally/regionally for client meetings, conferences, and networking events
