Business Development Representative

About Us:

Cunningham & Associates is a nationally recognized Tax Advisory Firm based in Worcester, MA, with over 30 years of experience providing top-tier advisory services for small to mid‑sized businesses and high net worth individuals. At C&A we create measurable value for our clients through proactive tax planning and strategy. We serve as holistic strategic advisors, helping our clients reduce their taxes and navigate the complexities of their financial landscapes.

We are seeking a highly motivated and results‑driven Business Development Representative (BDR) to join our team. This role is designed for an individual who thrives in a fast‑paced environment and enjoys building relationships while actively contributing to the growth of the firm. Unlike other BDR roles, you will be responsible for not only sourcing new clients but also playing an integral role throughout the entire sales process until the business is closed.

• Prospecting and Lead Generation: Identify and reach out to new business opportunities, targeting decision‑makers such as executives at small to mid‑sized companies and high net worth individuals.
• Outreach and Communication: Execute personalized outreach to engage with prospects, with a focus on building relationships and uncovering their needs.
• Sales Meetings: Schedule and host meetings with potential clients to understand their challenges, present our value proposition, and move prospects through the sales process.
• Proposal Creation: Write and present tailored proposals to prospective clients and guide them through decision‑making.
• Sales Funnel Management: Effectively manage prospects and pipeline, ensuring timely follow‑ups, closing deals, and maintaining a high conversion rate.
• Collaboration: Work closely with senior advisors and team members to ensure seamless transitions from prospecting to client onboarding.

• 1‑3 years of sales experience is preferred, preferably in B2B or financial services.
• Strong communication skills, both written and verbal, with the ability to hold impactful conversations with high‑level executives.
• Self‑starter with a proactive approach and the ability to think on your feet.
• Confidence in handling rejection and remaining persistent while reaching out to new prospects.
• Comfort with value‑based selling and explaining complex concepts in an easily understandable way.
• A strong desire for career advancement, personal growth, and professional development.
• Ability to thrive in a fast‑paced, target‑driven environment.
• Bachelor's degree is preferred, but not required.