Inside Sales Representative

Inside Sales Representative

The Post Oak Group | Remote (U.S.)The Post Oak Group is seeking an Inside Sales Representative to support the continued growth of our Middle Market Mergers & Acquisitions advisory practice. This role focuses on leading initial advisory discussions with founders and owners of privately held middle market businesses and converting qualified opportunities into signed sell-side M&A engagements.

Compensation: $100,000–$250,000 per year

Role Overview

As an Inside Sales Representative, you will serve as a primary point of contact for business owners evaluating strategic alternatives such as a sale, recapitalization, or other liquidity events. You will represent The Post Oak Group early in the advisory lifecycle, partnering closely with senior bankers to ensure a seamless transition from origination to transaction execution.

This position requires strong executive presence, consultative communication skills, and sound judgment when guiding clients through complex, high-stakes decisions.

Key Responsibilities

• Lead advisory consultations with pre-qualified owners of middle market businesses
• Manage the engagement process from initial discovery through execution of engagement letters
• Present The Post Oak Group's sell-side M&A process, positioning, and value proposition
• Assess transaction readiness, owner objectives, valuation expectations, and overall fit
• Address questions and objections with professionalism and clarity
• Maintain accurate CRM records and a disciplined opportunity pipeline
• Share feedback on market conditions, client sentiment, and messaging effectiveness
• Collaborate with senior bankers to support a smooth handoff into transaction execution

Qualifications

• Experience in senior-level, B2B sales, consultative business development or advisory roles
• Background in M&A, investment banking, private equity, or financial services preferred
• Demonstrated ability to engage credibly with founders and executive leadership teams
• Strong communication, relationship-building, and presentation skills
• Process-oriented mindset with experience managing complex sales or advisory cycles
• Ability to operate independently in a remote, performance-driven environment
• Availability to work 9:00 AM – 5:00 PM Central Time
• Open for remote position

Why The Post Oak Group

The Post Oak Group is a middle market investment