Client Acquisition:

• Develop and implement strategies to attract new clients

• Build and maintain a pipeline of potential clients through networking and outreach

Relationship Management:

• Cultivate and maintain strong relationships with existing clients

• Act as a liaison between clients and the firm, ensuring client satisfaction and addressing concerns

Collaboration with Teams:

• Work closely with partners, senior management, and service teams to align business development efforts with the firm's overall goals

Cross-selling Services:

• Identify opportunities to cross-sell additional services to existing clients

• Collaborate with service teams to maximize client engagement and satisfaction

Market Research and Analysis:

• Conduct market research to identify potential clients and industry trends

• Analyze competitor strategies and market dynamics to identify areas for growth

Proposal Support:

• Collaborate with partners and senior management to create compelling proposals for potential clients

• Customize proposals based on client needs and the firm's service offerings

Networking and Business Events:

• Represent the firm at industry events, conferences, and networking functions

• Develop and maintain a professional network to generate business leads

Sales Reporting and Analysis:

• Track and report on sales performance and business development activities

• Analyze data to assess the effectiveness of strategies and make recommendations for improvement

Supervisory responsibilities

• Will supervise subordinate team members

Work environment

• There is an expectation to spend time with the prospect and/or client in accordance with specified needs

  • Time may be spent in both the Firm’s office environment and/or the prospect/client premises where conditions may vary

• The volume and predictability of work may vary with prospect/client demands; may be subject to on-call requests with short notice and work hours exceeding 40 per week

Physical demands

• May involve prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

• The ability to transport necessary equipment between locations; this requires the ability to lift issued equipment such as laptops, backpacks, keyboards, note-taking materials, bending or standing as necessary

Travel required

• Travel may be frequent and unpredictable, depending upon prospect’s/client’s needs

Required education and experience

• Bachelor’s degree or equivalent experience in business development, sales, or related role

• 8+ years of relevant experience

• Strong understanding of accounting and finance principles

• Excellent communication and interpersonal skills

• Ability to build and maintain client relationships

• Proven track record of meeting and exceeding sales targets

Preferred education and experience

• Proven experiences in business development, sales, or related role within the CPA or financial services industry

Other duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.