Business Development Manager

Position Summary

The Business Development Manager will be responsible for identifying new business opportunities, cultivating relationships, and driving revenue growth. This individual will work closely with firm leadership to execute a structured business development strategy aligned with our service offerings, brand standards, and long‑term objectives.

• Develop and implement a targeted business development plan focused on small businesses and professional service organizations
• Build and manage a pipeline of qualified prospects through networking, referrals, events, and proactive outreach
• Conduct professional discovery meetings to assess client needs and present appropriate service solutions
• Prepare proposals, coordinate follow‑ups, and support a seamless transition from prospect to active client
• Establish and maintain strategic partnerships with banks, attorneys, payroll providers, and other complementary service firms
• Represent the firm at industry events, chambers of commerce, and business associations
• Track KPIs, maintain CRM data integrity, and provide regular reporting to leadership
• Collaborate with internal teams to refine service offerings and support marketing initiatives

• Demonstrated experience in business development, sales, or client acquisition within professional services
• Strong communication, presentation, and relationship‑building skills
• Ability to articulate accounting, tax, and advisory services in a clear and professional manner
• Highly organized, proactive, and capable of managing multiple priorities
• Familiarity with CRM systems and structured sales processes
• Professional demeanor and commitment to maintaining confidentiality and integrity

• Competitive salary with performance‑based incentives
• Flexible work arrangements
• Opportunities for professional growth and direct collaboration with firm leadership
• Supportive, team‑oriented environment focused on excellence and client service