Business Development Partner

Business Development & Growth Partner Outsourced Accounting & Advisory Services Overview

The Business Development & Growth Partner is responsible for driving new client acquisition for our outsourced accounting and advisory services. This is a relationship-driven, revenue-focused role centered on selling tangible value—
lower G &A costs, improved financial visibility, and scalable support for growing companies.

This role is ideal for a well-connected professional who understands how owners, CFOs, and operators buy services and who brings ideas, initiative, and accountability to growing a client base.

• Generate new clients for outsourced accounting and advisory services.
• Position our firm as a cost-effective, strategic alternative to in-house accounting teams and traditional CPA firms.
• Clearly communicate ROI, cost savings, and operational benefits to prospects.
• Own the sales process from first conversation through close.

• Leverage and expand an existing professional network (owners, CFOs, PE, lenders, attorneys, advisors).
• Build referral and partnership channels with complementary service providers.
• Act as a trusted advisor during the sales process, not a transactional salesperson.

• Identify ideal client profiles, industries, and growth opportunities.
• Propose and execute creative ideas to generate leads (partnerships, events, targeted outreach, thought leadership).
• Provide market feedback on pricing, packaging, and positioning.
• Collaborate closely with leadership on firm growth strategy.

• Proven experience selling B2B professional services (accounting, finance, consulting, payroll, HR, SaaS, or similar).
• Strong understanding of how companies evaluate G &A, overhead, and scalability
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• Demonstrated ability to open doors and convert relationships into revenue.
• Entrepreneurial mindset with comfort building a book of business.
• Confident communicator able to sell to executives and financial decision-makers.