Cain Watters & Associates
Sales Director – Client Acquisition & Market Development
Cain Watters & Associates, Frisco, Texas, United States, 75034
Sales Director – Client Acquisition & Market Development
Reporting to the Chief Revenue Officer, the Sales Director – Client Acquisition & Market Development is responsible for driving new client growth through a balanced focus on (1) supporting the firm’s client acquisition process and (2) building scalable outbound sales programs. This role will work closely with firm leadership and the New Client Services team to help close new planning clients through direct participation in prospect meetings, follow-up, and events. At the same time, the Sales Director will design and execute an outbound sales and market development strategy, beginning with a Dallas–Fort Worth pilot initiative, while building a repeatable playbook for future markets.
Core Responsibilities
Client Acquisition (Approx. 50%)
Partner with firm leadership and the NCS team in client meetings, prospect follow-up, and proposal development to assist in closing new planning clients.
Support inbound lead overflow to ensure seamless handling of high-volume periods and consistent client experience.
Represent CWA at national and regional industry events, study clubs, and dental schools to build credibility and directly generate new client opportunities.
Collaborate with Marketing and NCS Sales Manager on event-related prospect engagement and pipeline integration.
Outbound Market Development (Approx. 50%)
Build, document, and manage a structured outbound sales playbook, including prospecting frameworks, event models, and partnership strategies.
Launch and manage the Dallas–Fort Worth outbound program as a pilot, including outreach scheduling, event execution, and prospect targeting.
Collaborate with Marketing to design targeted outbound campaigns and supporting collateral.
Develop and maintain relationships with referral partners, associations, and influencers to expand lead flow.
Track and report outreach activities, engagement metrics, and conversion rates in Salesforce, providing quarterly updates and recommendations to leadership.
Performance Metrics
Percentage of prospects successfully converted in partnership with firm leadership and NCS.
Number of new clients closed through inbound overflow support and event participation.
Execution and adoption of the outbound sales playbook across additional markets.
Contribution to overall net new client growth.
Education & Experience
Bachelor’s degree in business, marketing, communications, or related field.
5+ years of progressive sales/business development experience, preferably in professional services, financial services, or healthcare/dental sectors.
Demonstrated success supporting senior leaders in closing new business or directly managing client acquisition cycles.
Proven track record in outbound sales strategy development, public speaking, and representing organizations at high-visibility events.
Leadership experience managing programs or teams that drive market expansion.
Series 65 licensure (or willingness to obtain) preferred.
Travel Frequent travel required (50%+), including multi-day trips for industry events, speaking engagements, market development activities, and client prospecting.
Work Environment This job operates in an office environment with frequent external meetings and events.
Physical Demands This is a largely sedentary role, with occasional event setup and travel activity required.
Position Type & Expected Hours of Work This is a full-time, exempt position. Standard hours are Monday–Friday, 8:30 am to 5 pm, with flexibility for travel and events.
Benefits
Competitive Salary & Commission Structure
Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
Dental & Vision Insurance
Unlimited PTO
Firm-Paid Holidays, Including an Extended Winter Break
Safe Harbor 401k Plan
Generous Employer HSA Contributions
Employer Paid Professional Dues, Licenses/Renewals
Continuing Education Resources
Family Planning Assistance Program and Paid Parental Leave
EEO & Compliance Cain Watters & Associates is committed to upholding equal pay and opportunity. If you have concerns regarding compliance with this policy, contact HR at hr@cainwatters.com. Your concerns will be handled confidentially.
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Core Responsibilities
Client Acquisition (Approx. 50%)
Partner with firm leadership and the NCS team in client meetings, prospect follow-up, and proposal development to assist in closing new planning clients.
Support inbound lead overflow to ensure seamless handling of high-volume periods and consistent client experience.
Represent CWA at national and regional industry events, study clubs, and dental schools to build credibility and directly generate new client opportunities.
Collaborate with Marketing and NCS Sales Manager on event-related prospect engagement and pipeline integration.
Outbound Market Development (Approx. 50%)
Build, document, and manage a structured outbound sales playbook, including prospecting frameworks, event models, and partnership strategies.
Launch and manage the Dallas–Fort Worth outbound program as a pilot, including outreach scheduling, event execution, and prospect targeting.
Collaborate with Marketing to design targeted outbound campaigns and supporting collateral.
Develop and maintain relationships with referral partners, associations, and influencers to expand lead flow.
Track and report outreach activities, engagement metrics, and conversion rates in Salesforce, providing quarterly updates and recommendations to leadership.
Performance Metrics
Percentage of prospects successfully converted in partnership with firm leadership and NCS.
Number of new clients closed through inbound overflow support and event participation.
Execution and adoption of the outbound sales playbook across additional markets.
Contribution to overall net new client growth.
Education & Experience
Bachelor’s degree in business, marketing, communications, or related field.
5+ years of progressive sales/business development experience, preferably in professional services, financial services, or healthcare/dental sectors.
Demonstrated success supporting senior leaders in closing new business or directly managing client acquisition cycles.
Proven track record in outbound sales strategy development, public speaking, and representing organizations at high-visibility events.
Leadership experience managing programs or teams that drive market expansion.
Series 65 licensure (or willingness to obtain) preferred.
Travel Frequent travel required (50%+), including multi-day trips for industry events, speaking engagements, market development activities, and client prospecting.
Work Environment This job operates in an office environment with frequent external meetings and events.
Physical Demands This is a largely sedentary role, with occasional event setup and travel activity required.
Position Type & Expected Hours of Work This is a full-time, exempt position. Standard hours are Monday–Friday, 8:30 am to 5 pm, with flexibility for travel and events.
Benefits
Competitive Salary & Commission Structure
Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance
Dental & Vision Insurance
Unlimited PTO
Firm-Paid Holidays, Including an Extended Winter Break
Safe Harbor 401k Plan
Generous Employer HSA Contributions
Employer Paid Professional Dues, Licenses/Renewals
Continuing Education Resources
Family Planning Assistance Program and Paid Parental Leave
EEO & Compliance Cain Watters & Associates is committed to upholding equal pay and opportunity. If you have concerns regarding compliance with this policy, contact HR at hr@cainwatters.com. Your concerns will be handled confidentially.
#J-18808-Ljbffr