Head of Sales

Peak Trust Company is seeking a sales-driven leader to build and run our unified Sales & Marketing function. This role is ideal for someone who has designed sales structures from the ground up, strengthened referral channels, and created predictable revenue growth in a relationship-based, professional services environment. What You’ll Do Sales Leadership (Primary Focus) Build, own, and manage the full sales pipeline, from lead generation to close. Design and implement the company’s sales structure, including workflows, KPIs, CRM processes, and accountability systems. Lead targeted outreach to attorneys, CPAs, financial advisors, and high-net-worth individuals. Coach, develop and hold the sales/business development team accountable for activity and results. Analyze pipeline metrics, forecast revenue, and refine strategy to create predictable growth outcomes. Represent Peak at industry events, conferences, and referral meetings. Marketing (Supporting Function) Oversee marketing strategy and ensure campaigns directly support sales goals. Partner with the marketing team to create materials, content, and messaging that build trust in a technical environment. Align sales and marketing activities to drive consistent communication and follow-through. What You Bring Proven sales leadership experience in B2B or professional services. Demonstrated success building or scaling a sales function (processes, KPIs, CRM discipline). Strong record of developing referral networks and closing business. Experience mentoring, developing, and elevating both sales and marketing team members. Ability to lead with accountability—driving performance, structure, and consistent follow-through. Confidence communicating with attorneys, CPAs, wealth advisors, and other professional audiences. Nice to Have: Experience in trusts/estates, wealth management, or financial services; existing industry relationships; experience overseeing integrated sales and marketing functions. Why Work For Peak Trust Company: We are an independent trust company deeply dedicated to the well-being of our team members. Our unwavering commitment revolves around upholding the utmost standards of integrity, fostering a collaborative teamwork environment, and providing exceptional customer service.At the heart of our business lies our belief that our team is our most valuable asset.Our goal is to cultivate and sustain a culture that attracts top-tier talent, individuals who exemplify the core values at the foundation of Peak.We understand that investing in the continued education and personal growth of our team is paramount, as it fuels our collective success.We acknowledge the significance of a healthy work-life balance in nurturing high-performing teams.In light of this, we offer a competitive benefits package designed to support our team members in achieving this balance.EEO Statement: Peak provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Peak complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.Peak expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Employment at Peak Trust Company is at-will.An at-will employment relationship can be terminated at any time, with or without reason or notice by either the employer or the employee.How To Apply: Submit your application and resume to apply for this job.   Powered by JazzHR