Business Development

We are seeking a motivated and results-driven Business Development Representative to drive new business opportunities and revenue growth for our accounting and Research & Development (R&D) tax incentive services. This role is responsible for identifying prospective clients, developing strategic relationships, and partnering with internal teams to deliver tailored solutions that help businesses maximize financial performance through accounting, tax, and R&D consulting services.

The ideal candidate is a proactive sales professional with strong relationship-building skills, a consultative sales approach, and the ability to communicate complex financial concepts to business leaders across various industries.

Key Responsibilities

• Generate new business opportunities through networking, referrals, cold outreach, and strategic prospecting.
• Develop and execute sales strategies to achieve revenue and growth targets.
• Build and maintain relationships with C-suite executives, business owners, CFOs, controllers, and operations leaders.
• Identify organizations that may benefit from accounting advisory, tax planning, R&D tax credits, cost segregation, and other specialized consulting services.
• Conduct discovery meetings to understand client needs and uncover opportunities.
• Deliver compelling presentations and articulate the value of the firm's services.
• Manage the full sales cycle from lead generation through proposal, negotiation, and close.
• Collaborate with technical professionals to develop customized client solutions and proposals.
• Maintain an active pipeline using CRM software and provide accurate sales forecasting.
• Represent the firm at networking events, industry conferences, trade associations, and community organizations.
• Stay informed on market trends, competitor activity, and changes affecting the accounting and R&D tax credit landscape.
• Develop strategic partnerships with attorneys, bankers, wealth advisors, and other referral sources.
• Support client retention efforts by identifying opportunities for additional services within existing client relationships.

Performance Expectations

Success in this role will be measured by:

• New client acquisition
• Revenue growth
• Qualified pipeline development
• Sales conversion rates
• Client satisfaction and retention
• Referral partner growth
• Achievement of individual and team sales goals

Why Join Us

This is an opportunity to join a growing professional services firm that helps businesses improve profitability through strategic accounting, tax, and R&D solutions. You'll work alongside experienced professionals in a collaborative environment while building meaningful client relationships and contributing directly to the firm's continued growth.

Qualifications

• Willingness to travel for client meetings, networking events, and business development activities.
• Bachelor's degree in Business, Marketing, Finance, Accounting, or a related field preferred.
• 3+ years of business development, sales, or account management experience, preferably in professional services, accounting, financial services, consulting, or B2B sales.
• Proven ability to meet or exceed sales goals.
• Excellent communication, presentation, and negotiation skills.
• Strong organizational and time management abilities.

Preferred

• Experience selling complex or consultative solutions.

• Knowledge of accounting, tax, or Research & Development tax incentives is a plus but not required.

Key Competencies

• Relationship Building
• Consultative Selling
• Business Development Strategy
• Prospecting & Lead Generation
• Negotiation & Closing
• Executive Presence
• Communication & Presentation Skills
• Problem Solving
• Collaboration
• Results-Oriented Mindset