Business Development Representative

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish new client relationships for outsourced accounting and advisory services.

• Develop referral networks with fractional CFOs, banks, law firms, private equity/venture capital firms, and other referral partners.

• Conduct discovery sessions and multi-stakeholder selling at the CEO/CFO level.

• Maintain a qualified pipeline coverage of at least 3x.

• Ensure the creation of comprehensive handoff documents that cover scope, assumptions, data checklists, risks, and timelines prior to the execution of the SOW.

• Uphold strong CRM practices and provide weekly forecasts.

• Work collaboratively with the Finance team on collection milestones.

• Ensure that new client engagements are well-defined, aligned with expectations, and set up for long-term success.

⛳️ Requirements

• 5 to 8+ years of experience in new-logo business development within professional services.

• Experience in multi-stakeholder selling.

• Demonstrated success in partner-channel achievements.

• Strong financial acumen, including pricing strategies and value-based selling.

• Excellent CRM and process management skills.

• Outstanding communication and interpersonal abilities.

• Capacity to collaborate with a dynamic team of experienced professionals in a fast-paced environment.

• Completion of the Sales Assessment at the provided link is required for consideration.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Supplemental insurance options.

• 401K plan.

• Life insurance coverage.

• Long-term and short-term disability insurance.

• Accident insurance.

• Hospitalization insurance.

• Critical illness insurance.

• Health Savings Account (HSA).

• Flexible Spending Account (FSA).

• Dependent care benefits.