Business Development Coordinator

Are you energized by helping people solve problems and identifying opportunities for growth? We’re looking for a Business Development Coordinator to play a critical role in growing our firm—both by bringing in new clients and helping existing clients benefit from the full range of services we offer.

This is a great opportunity for someone who enjoys relationship-building, is naturally curious about others’ needs, and thrives in a consultative sales environment. You’ll be responsible for identifying prospective clients, nurturing early-stage opportunities, and partnering with our client service teams to uncover and follow up on cross‑selling opportunities within our current client base.

This salaried, non‑commissioned role is ideal for someone who values long‑term relationships, takes initiative, and wants to grow their career in a professional services environment

• Identify and research prospective clients who align with our firm’s ideal client profile.
• Initiate outreach via email, phone, and social platforms (e.g., Linked In) to schedule introductory calls and meetings.
• Conduct market research
• Qualify leads and guide them through the early stages of our sales process.
• Collaborate with owners and client service leaders to develop proposals and pricing for prospective clients.

• Partner with service line leaders to identify opportunities to expand relationships with current clients.
• Monitor key client touchpoints (tax season, business transitions, year‑end planning, etc.) to surface relevant service offerings.
• Conduct outreach to existing clients to cultivate relationships and educate them on services they may not be using but could benefit from.
• Help ensure consistent client experience across service lines by coordinating follow‑ups and connecting the right people internally.

• Support the leadership team in building and refining the firm’s sales process and tracking systems.
• Maintain accurate, timely notes in the customer relationship management system related to both new and existing client opportunities.
• Coordinate meeting prep and follow‑up with prospects, referral sources, and clients.
• Assist in managing referral relationships and help the firm stay top‑of‑mind with centers of influence.

• Manage the firm's website, social media channels, SEO initiatives, and online brand presence.
• Monitor and analyze digital marketing performance, website traffic, engagement metrics, and search rankings to identify opportunities for improvement.
• Maintain a consistent, professional, and engaging digital footprint that supports the firm's marketing, recruiting, and business development objectives.

• Represent the firm at local business events, industry gatherings, and firm-sponsored sessions.
• Help with event preparation and post‑event follow‑up to maximize lead generation and relationship development.

• Bachelor’s degree in business, marketing, communications, or a related field—or equivalent work experience.
• 2+ years of experience in business to business sales, account management, or client‑facing roles; professional services or public accounting experience is a plus.
• Strong interpersonal, listening, and communication skills.
• Experience using CRM systems to manage contacts, track progress, and follow up effectively.
• Proficient in Microsoft Office and social media platforms.
• Ability to manage multiple priorities and deadlines effectively
• Strong analytical and problem‑solving skills
• Excellent communication and interpersonal skills
• Ability to work independently while contributing to a collaborative…