Sales Manager

• US R&D tax credit (Section 41)
• Cost segregation
• Energy incentives

• Bachelor's degree in business or comparable sales leadership experience

  Bachelor's degree in business or comparable sales leadership experience This is listed for Sales Manager at Source Advisors (Manager, Remote, United States), so a resume that skips it will not match the screen.

• At least three years of sales experience in B2B professional services

  At least three years of sales experience in B2B professional services This is listed for Sales Manager at Source Advisors (Manager, Remote, United States), so a resume that skips it will not match the screen.

• Track record leading field sales teams in tax, accounting, or related industries

  Track record leading field sales teams in tax, accounting, or related industries This is listed for Sales Manager at Source Advisors (Manager, Remote, United States), so a resume that skips it will not match the screen.

• Strong communication and coaching skills for distributed remote teams

  Strong communication and coaching skills for distributed remote teams This is listed for Sales Manager at Source Advisors (Manager, Remote, United States), so a resume that skips it will not match the screen.

• Coach and mentor quota-carrying sales executives serving CPA and end-client acco

  Coach and mentor quota-carrying sales executives serving CPA and end-client accounts This is listed for Sales Manager at Source Advisors (Manager, Remote, United States), so a resume that skips it will not match the screen.

• Drive pipeline growth for R&D tax credit and incentive product lines

  Drive pipeline growth for R&D tax credit and incentive product lines This is listed for Sales Manager at Source Advisors (Manager, Remote, United States), so a resume that skips it will not match the screen.

• Collaborate with marketing and delivery teams on win strategies

  Collaborate with marketing and delivery teams on win strategies This is listed for Sales Manager at Source Advisors (Manager, Remote, United States), so a resume that skips it will not match the screen.

• Monitor activity metrics and forecast revenue for specialty tax offerings

  Monitor activity metrics and forecast revenue for specialty tax offerings This is listed for Sales Manager at Source Advisors (Manager, Remote, United States), so a resume that skips it will not match the screen.

1. Open with one file that matches Sales Manager. Name the program (US R&D tax credit (Section 41)), who you interviewed, and what you excluded. Source Advisors is hiring a Manager, so scope your example to that level, not a generic tax season.
2. They will test the duties on the posting. Be ready to walk through: Coach and mentor quota-carrying sales executives serving CPA and end-client accounts Use a real client industry, not a hypothetical.
3. Requirements they wrote down include: Bachelor's degree in business or comparable sales leadership experience If you do not have it, say so and show the closest proof. Do not rename a different credential.
4. Location is Remote, United States, workplace remote. State whether you can actually work that pattern. Do not promise remote if the posting says hybrid or on site.
5. Source Advisors will compare you to other Manager candidates in US R&D tax credit (Section 41); Cost segregation; Energy incentives. Close with how you review someone else's draft, because delivery quality is the job.

Preparation from the public posting. Not the employer's interview script, and not tax advice.

• Put Sales Manager language in the first two bullets: US R&D tax credit (Section 41) and Bachelor's degree in business or comparable sales leadership experience
• Mirror a duty they listed, in your own facts: Drive pipeline growth for R&D tax credit and incentive product lines
• Add Remote, United States and remote so a screen does not guess. Source Advisors listed that pattern for a reason.
• Keep tools and credentials you cannot defend off the page. The requirement line to satisfy is: At least three years of sales experience in B2B professional services
• One bullet on what you cut from a claim. Source Advisors hires people who can hold an eligibility line, not only people who can maximize a number.

Illustrative for Source Advisors. Replace every line with your work. Do not invent claim amounts, client names, or credentials. Shape it to US R&D tax credit (Section 41); Cost segregation; Energy incentives.

• Supported US R&D tax credit (Section 41) work at Manager level, including coach and mentor quota-carrying sales executives serving CPA and end-client accounts
• Documented technical interviews and turned them into a narrative a reviewer at a firm like Source Advisors could use.
• Checked the file against this requirement: Bachelor's degree in business or comparable sales leadership experience
• Tracked more than one engagement in Remote, United States without dropping the eligibility line between drafts.
• Wrote down what was routine and stayed out of the claim, and why.

• Apply on this page with your resume. Maya forwards it to Source Advisors and writes back quoting what you uploaded.
• The employer link is still there if you also want to apply on their site. Do not submit two conflicting stories.
• Read the firm profile for Source Advisors on the Index. Unclaimed does not mean the job is closed.
• This preparation is from the public posting. It is not Source Advisors's interview script and not tax advice.

How do I apply for Sales Manager at Source Advisors?

Use the apply form on this Credit Index page. Attach a PDF resume and a short note. Maya reads the file, thanks you in a note that quotes what you sent, and forwards the package to Source Advisors. She will do her best to make sure the right person there is alerted. You can also use the employer site link.

Where is the Sales Manager role based?

Source Advisors lists Remote, United States. Workplace pattern on this index row is remote. Confirm both on the live posting before you relocate or promise remote.

What programs does this Source Advisors role cover?

Signals from the posting: US R&D tax credit (Section 41); Cost segregation; Energy incentives. Ask the employer if a second regime is in scope. Do not assume every incentives product sits in this seat.

What should my resume show for Sales Manager?

Lead with Bachelor's degree in business or comparable sales leadership experience and a duty you actually did: Coach and mentor quota-carrying sales executives serving CPA and end-client accounts The sample block on this page is a shape, not text to copy.

Does The Credit Index hire for this job?

No. Source Advisors is the hiring firm. Credit Index indexes the role and Maya forwards your resume. Index team roles are only under Join the Index.

What happens after I submit?

You get an email from Maya that quotes your resume and your note. Source Advisors gets a forward with the same specifics. Maya will do her best to alert the right person. She cannot promise an interview.